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Opportunity Zone Investments

Full company profile

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Namestring
Opportunity Zone Investments
Company typeenum
Private
Founded yearint
2018
Short descriptiontext

Opportunity Zone Investments is a privately held Lacey, Washington firm founded in 2018 that connects opportunity zone investments with opportunity funds, operating with a single disclosed founder and 1–10 employees.

Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersLacey, United States
HQ citystring
Lacey
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
opportunity zone funds, qualified opportunity funds, OZ investment matching, tax-advantaged investments, capital gains deferral
Industry1 code
1Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes)
CodeFSAAACALPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Opportunity Zone Investment Services
Social media profiles1 record
Cost components3 values
Personnel, Operations, Marketing or Sales
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

Opportunity Zone Investments connects opportunity zone investments with opportunity funds, acting as an intermediary that links investors looking for tax-advantaged OZ exposure with qualified opportunity funds. The firm is privately held, was founded in 2018, and is operated on a small scale (1–10 employees).

Differentiator
Functional benefit
Problem solved
Product and service1 record
1Opportunity Zone Investment Matching Service
CategoryOpportunity Zone Investment Services
Description

A service that connects opportunity zone (OZ) investments with opportunity funds (Qualified Opportunity Funds), linking investors seeking tax-advantaged OZ exposure with fund managers deploying capital into OZ-eligible projects.

No data
Peers7 records
TypeDirect peer
Description

Alternative asset manager that has raised and deployed capital through Opportunity Zone vehicles. Comparable as a directly OZ-focused investment firm operating in the same investor-sourcing and fund-formation space.

TypeEmerging player
Description

Crowdfunding platform for real estate debt and equity that has explored OZ-aligned products. Comparable as an emerging digital intermediary with partial overlap in alternative real-estate investment distribution.

TypeBroad incumbent
Description

Large direct-investing real estate platform that has offered OZ-related eFunds to retail and accredited investors. Comparable as a broader real estate investment intermediary with overlap in OZ product distribution.

TypeBroad incumbent
Description

Commercial real estate investment platform that has hosted Opportunity Zone fund offerings from sponsors. Comparable as a real-estate-focused capital introduction intermediary serving accredited investors.

TypeBroad incumbent
Description

Multi-asset alternative investment platform that has offered OZ-related products alongside private credit, real estate, and other strategies. Comparable as a broader alternative-investing marketplace with overlapping OZ exposure.

TypeDirect peer
Description

Online marketplace for private commercial real estate investing that has hosted multiple Qualified Opportunity Fund offerings. Comparable because, like Opportunity Zone Investments, it acts as an intermediary connecting investors to OZ-aligned funds and sponsors.

TypeBroad incumbent
Description

Online real estate investing platform offering both debt and equity placements, including OZ-eligible vehicles. Comparable as an intermediary facilitating investor access to sponsor-led OZ funds.

Market position
Customer concentration

Classification, Details

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Opportunity Zone Investments

Opportunity Zone Investment Servicesopportunityzoneinvestments.com

Opportunity Zone Investments is a privately held Lacey, Washington firm founded in 2018 that connects opportunity zone investments with opportunity funds, operating with a single disclosed founder and 1–10 employees.

Opportunity Zone Investments firmographics

Firmographics
Name
Opportunity Zone Investments
Website
https://opportunityzoneinvestments.com
Company type
Private
Founded year
2018
Headcount range
1–10 employees
Short description
Opportunity Zone Investments is a privately held Lacey, Washington firm founded in 2018 that connects opportunity zone investments with opportunity funds, operating with a single disclosed founder and 1–10 employees.
Ownership category
akta.pro rank

Opportunity Zone Investments industry classification

Industry
Product category
Opportunity Zone Investment Services
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

  • Opportunity zone funds
  • Qualified opportunity funds
  • OZ investment matching
  • Tax-advantaged investments
  • Capital gains deferral

Where Opportunity Zone Investments is headquartered

Location

Headquarters

HQ city
Lacey
HQ country
United States
HQ region
North America

Markets served

Opportunity Zone Investments business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales

Opportunity Zone Investments product offering

Product offering

Core offering

Opportunity Zone Investments connects opportunity zone investments with opportunity funds, acting as an intermediary that links investors looking for tax-advantaged OZ exposure with qualified opportunity funds. The firm is privately held, was founded in 2018, and is operated on a small scale (1–10 employees).

Differentiator

Problem solved

Functional benefit

Products and services

  • Opportunity Zone Investment Matching Service A service that connects opportunity zone (OZ) investments with opportunity funds (Qualified Opportunity Funds), linking investors seeking tax-advantaged OZ exposure with fund managers deploying capital into OZ-eligible projects.

Companies that use Opportunity Zone Investments

Customer profile

Ideal customer profiles1 record

Opportunity Zone Investments technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Opportunity Zone Investments competitors and assessment

Company assessment

Direct peers

  • EJF Capital: Alternative asset manager that has raised and deployed capital through Opportunity Zone vehicles. Comparable as a directly OZ-focused investment firm operating in the same investor-sourcing and fund-formation space.
  • CrowdStreet: Online marketplace for private commercial real estate investing that has hosted multiple Qualified Opportunity Fund offerings. Comparable because, like Opportunity Zone Investments, it acts as an intermediary connecting investors to OZ-aligned funds and sponsors.

Emerging players

  • Groundfloor: Crowdfunding platform for real estate debt and equity that has explored OZ-aligned products. Comparable as an emerging digital intermediary with partial overlap in alternative real-estate investment distribution.

Broad incumbents

  • Fundrise: Large direct-investing real estate platform that has offered OZ-related eFunds to retail and accredited investors. Comparable as a broader real estate investment intermediary with overlap in OZ product distribution.
  • EquityMultiple: Commercial real estate investment platform that has hosted Opportunity Zone fund offerings from sponsors. Comparable as a real-estate-focused capital introduction intermediary serving accredited investors.
  • Yieldstreet: Multi-asset alternative investment platform that has offered OZ-related products alongside private credit, real estate, and other strategies. Comparable as a broader alternative-investing marketplace with overlapping OZ exposure.
  • RealtyMogul: Online real estate investing platform offering both debt and equity placements, including OZ-eligible vehicles. Comparable as an intermediary facilitating investor access to sponsor-led OZ funds.

Market position

Customer concentration

Opportunity Zone Investments social profiles

Digital presence

Opportunity Zone Investments financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Opportunity Zone Investments leadership team

Management profile

Number of profiles

Profiles1 record

Opportunity Zone Investments funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Opportunity Zone Investments M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Opportunity Zone Investments

What does Opportunity Zone Investments do?

Opportunity Zone Investments connects opportunity zone investments with opportunity funds, acting as an intermediary that links investors looking for tax-advantaged OZ exposure with qualified opportunity funds. The firm is privately held, was founded in 2018, and is operated on a small scale (1–10 employees).

When was Opportunity Zone Investments founded?

Opportunity Zone Investments was founded in 2018. It employs 1 to 10 people.

Where is Opportunity Zone Investments based?

Opportunity Zone Investments is headquartered in Lacey, United States, in the North America region.

Who are Opportunity Zone Investments's main competitors?

Direct peers on record are EJF Capital and CrowdStreet. Groundfloor is listed as an emerging player. Broad incumbents are Fundrise, EquityMultiple, Yieldstreet and RealtyMogul.

Does Opportunity Zone Investments have an API?

No public API is recorded for Opportunity Zone Investments.

What industry is Opportunity Zone Investments in?

Opportunity Zone Investments's product category is Opportunity Zone Investment Services. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes). Its NAICS code is 523940 and its SIC code is 6282.

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