About Opto

Helping couples build their financial future—together

The Problem

Money Shouldn't Be This Hard

Managing personal finances has never been easy, even for those of us who are passionate about it. We often found ourselves caught between two extremes—overspending or over-saving—neither of which allowed us to simultaneously feel prepared for the future and able to enjoy our lives today.

"We wanted a better way to align our financial decisions with our priorities, without the stress of tedious budgeting or rigid constraints."

The Solution

A New Approach to Financial Wellness

Driven by this need, we set out to create a tool that would fundamentally change the way people approach personal finance. Unlike traditional budgeting apps, our solution focuses on giving you a fully personalized view of your finances with proactive tips and guidance to help you reach the goals that matter to you.

And we also help you better understand the differences between your priorities and your partner's priorities so that you can end money fights and finally feel empowered to lead the lives that you both want to lead.

How It Works

AI-Powered Insights, Human-Centered Design

By leveraging AI, we've made it easier to gain insights into spending habits, prepare for major expenses, and adjust as life evolves—all while navigating challenging conversations with a partner along the way.

💡

Smart Insights

AI that learns your patterns and alerts you proactively

🎯

Priority-Driven

Focus on what matters, not arbitrary categories

🤝

Built for Two

Navigate finances together without the fights

Meet the Team

Diana Shaw

Co-Founder & CEO

Diana is passionate about helping people build a sustainable financial future. Academically, she earned her BA in Economics at Harvard and her MBA at the Booth School of Business at the University of Chicago. Professionally, she built her business acumen as a consultant at Deloitte, a business analyst at Capital One, and a chief of staff and head of acquisitions at a private equity firm.

Yesuto Shaw

Co-Founder & CPO

Yesuto is passionate about building products that people love. Academically, he earned his BA in Psychology at Dartmouth and his MBA at the Kellogg School of Management at Northwestern. Professionally, he learned the ropes for how to build great products in the personal finance industry by working on the product strategy team at Capital One for five years and the product management team at LinkedIn for two years.

Faris Habib

Co-Founder & CTO

Faris is passionate about building innovative products that lead the way in AI. He's a 2nd-time founder with 8 years of software engineering experience. Prior to Opto, he most recently built AI chat experiences at Delphi, a Series A Sequoia Capital-backed startup enabling users to create "digital minds" or AI clones of themselves. Previously, he built fintech infrastructure with Spring Labs.