About us

Empowering
you to invest
smarter

Our mission is to empower you to achieve long-term investment success. By helping you build and manage personalized investments, incorporating professional techniques and strategies, we instill genuine conviction in your investment decisions.

smarter way to invest

A CMC Markets
Company

OPTO is a fully-owned subsidiary of CMC Markets [CMCX]. Founded over 34 years ago, CMC Markets is a FTSE 250 financial technology company headquartered in London. Since its inception, CMC has become a leading global provider of online trading and investing service, spanning retail, professional, and institutional sectors. CMC delivers exceptional service to more than 1 million clients across 12 countries worldwide.

12 offices across the globe

Over 1 million traders & investors

£501 million AUM*

*As of September 30, 2023

Gold-Standard
security

Security is a fundamental aspect of our business. We understand the importance of keeping your account safe and protected from any form of threat.

All OPTO trading account assets are maintained by Alpaca Securities LLC.

SEC & FINRA
Regulated

All OPTO trading account assets are maintained by our broker, Alpaca Securities LLC, which is registered with the SEC and FINRA.

SIP
Insured

Alpaca Securities LLC, is a member of the Securities Investor Protection Corporation (SIPC), securing your assets up to $500,000.

Advanced data
encryption

All confidential data, both at rest and in transit, is protected using advanced encryption algorithms and protocols including AES-256 in storage and TLS in transit.

How do we keep your account safe?

Who we work with

We have collaborated with thought-leaders at the world's largest asset managers and public companies to produce our proprietary research.

Box: Aaron Levie

Box: Aaron Levie

Aaron Levie, Box CEO: The Cloud, AI & the Future of Work

Jay Jacobs Blackrock

Jay Jacobs Blackrock

Jay Jacobs, BlackRock's Head of Thematics: 2024 Megatrends

Peter Beck ROCKET Labs

Peter Beck ROCKET Labs

Peter Beck's Vision for Rocket Lab in the New Space Age

Scaramucci & Tapiero 10T Holdings

Scaramucci & Tapiero 10T Holdings

Scaramucci and Tapiero: Are Digital Assets the Biggest Opportunity of All Time?

Brandon Rakszawski vaneck

Brandon Rakszawski vaneck

Brandon Rakszawski on the VanEck Morningstar Wide Moat ETF

Phong Le MicroStrategy

Phong Le MicroStrategy

MicroStrategy CEO Phong Le on Bitcoin and Business Intelligence

Cathie Wood ARK INVEST

Cathie Wood ARK INVEST

Cathie Wood Predicts Innovation Could Be Worth $220 Trillion by 2030

Built on our
values

01

Trust

We strive to inspire confidence

Transparency and reliability are at our core. Through clear, open communication we strive to foster long and trusting relationships with all our customers.

02

Quality

We provide quality at every turn

Delivering value to our customers is a top priority. From our custom Folios to personalized notifications, we offer individualism and flexibility, not off-the-shelf solutions.

03

Empowerment

We support smarter investing

From educational resources to our AI-categorization of stocks, we give you all the tools you need to confidently identify, execute and manage your investments.

04

Clarity

We simplify the complex

Overwhelming volumes of data can stop investors in their tracks. We distill information and dial down the noise to give you the facts you need to make well-informed investment decisions.

reviews

Words from our valued customers

Read what real investors have said about OPTO

Love this app

This app provides a very good thematic overview of markets & great insight into how each particular theme is performing. It is a great pointer to start doing further research into areas of the market that any investor might have missed. E-mail updates are also good & timely.

Best investing app ever

This app has been an absolute delight to use. There's so many different stocks and ETFs in the world it can be difficult to understand where to put your money. This app has simplified everything so I can select interesting themes like solar and electric vehicles and find all the ETFs and stocks related to them...

Good app for a moderate risk investor

Good design and user interface. Hub of resources for investors who want to target specific industries. Loads of resources on stock performance and trajectory (linear graphs, interviews with the stocks' asset managers and C-suite). Suitable for moderate-risk investors who do not want to use a day trader app but want to dabble in speculative investments.
Show more

Great design, good features

Downloaded this recently and it's a very smooth experience for a finance app. I like their approach to grouping stocks & ETFs into themes that make it easy to explore, along with their in-app content.

Download the app
to start investing

*Please note that this feature will launch in late February and is subject to change and may not be the applicable rate on the date this is read.

Our Broker, Alpaca Securities, offers a cash management program pursuant to the FDIC Bank Sweep. Customer funds are treated differently and are subject to separate regulatory regimes depending on whether customer funds are held in their brokerage account or within the FDIC Bank Sweep. Specifically, Alpaca Securities is a member of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). The Federal Deposit Insurance Corporation (FDIC) insures up to $250,000 per deposit against the failure of an FDIC member bank. Customer funds held in brokerage accounts are SIPC insured, but are not eligible for FDIC insurance coverage. Funds maintained in the FDIC Bank Sweep are intended to be eligible for pass-through FDIC insurance coverage, but are not subject to SIPC coverage. FDIC insurance coverage does not protect against the failure of Alpaca, Alpaca Securities, or any of its or their affiliates and/or malfeasance by any Alpacaor Alpaca Securities employee. Program banks that participate in the FDIC Bank Sweep are not members of SIPC and therefore funds held in the Program are not SIPC protected. Please see alpaca.markets/disclosuresfor important additional disclosures regarding Alpaca Securities brokerage offering as well as FDIC Bank Sweep terms and conditions.

Opto Markets LLC is not a broker-dealer, investment adviser, nor a member of the Financial Industry Regulatory Authority (FINRA). Securities are offered by Alpaca Securities LLC (“Alpaca Securities”). Alpaca Securities is a broker-dealer regulated by the Securities and Exchange Commission (SEC), a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Alpaca Securities LLC (“Alpaca Securities”) is not responsible for and is not providing the technology and services you receive from us to access and manage your brokerage account with Alpaca Securities. You firmly agree to hold Alpaca and its affiliates, owners, directors, employees, clearing firm and agents harmless for any loss or damage arising from the use of or unavailability of the technology and services that we are providing. For Trading API (to trade stocks) questions reach out to support@alpaca.markets.

Opto Markets LLC is not an investment advisor and nothing herein or mentioned on any other Opto channel should be construed as investment advice. The content on this website, on our app and on any other Opto channel is provided for informational, educational and entertainment purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee and is not an indicator of future results. Investors should consider their investment objectives and risks carefully before investing. Please seek the advice of an investment or financial advisor, and do not apply any of the generalized material available herein or on other Opto channels to your individual facts or circumstances without speaking to an investment or financial advisor. Unless otherwise stated, the prices used on this website are provided by third parties and are for display purposes only.

The information on this site is not intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.