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    William Armenta

    Founder, Operator, Investor | Wealth & Fintech

    William Armenta is a seasoned business professional with a strong educational background in Business Management, Finance, and Entrepreneurship. He pursued his studies at prestigious institutions like Babson College and Universidad Pontificia de Salamanca, focusing on European Union economy. Throughout his career, William held key positions in various prominent organizations, showcasing his expertise in managing partnerships, investments, and strategic advisory roles. With experience ranging from Managing Director to Analyst roles, he has a wealth of knowledge in portfolio management, capital markets, and prime brokerage.

    Highlights

    Sep 23 · RIABiz
    Addepar founder Joe Lonsdale's second alts tech startup for RIAs, Opto Investments, leaves 'stealth' mode with $145 million raise and the chutzpah to take on iCapital and CAIS - RIABiz
    Addepar founder Joe Lonsdale's second alts tech startup for RIAs, Opto Investments, leaves 'stealth'
    Sep 23 · RIABiz
    Addepar founder Joe Lonsdale's second alts tech startup for RIAs ... - RIABiz
    Addepar founder Joe Lonsdale's second alts tech startup for RIAs ... - RIABiz
    William Armenta
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    Location

    San Francisco, California, United States