AI-Ready Data

AI-Powered Personalized & Intelligent Experiences

Where AI Meets You—Personally and Intelligently.

The Future Is Personal. The Power Is AI.

AI That Knows You. Intelligence That Grows With You.

Data Lakehouse Built for Fintech, Wealth Management & Banking

Multi-Source Data Integration – Custodians, CRMs, TAMPs, and more

Lakehouse + Data Vault 2.0 – Unified, governed, AI-ready foundation

Advanced Analytics – Dashboards, KPIs, and compliance alerts

AI-Powered Insights – Anomaly detection, LLM copilots, predictions

Regulatory Confidence – Lineage, auditability, and field-level controls

Bring Order to Complexity with a platform designed for the future of data, analytics, and AI in financial services

Multi-Source Data Integration – Custodians, CRMs, TAMPs, and more

Lakehouse + Data Vault 2.0 – Unified, governed, AI-ready foundation

Advanced Analytics – Dashboards, KPIs, and compliance alerts

AI-Powered Insights – Anomaly detection, LLM copilots, predictive signals

Regulatory Confidence – Lineage, auditability, and field-level controls

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Who We Serve

Broker-dealers

INVENT® integrates trading, compliance, and analytics into a unified platform, streamlining operations and reducing manual processes. Real-time insights help broker-dealers optimize trading strategies, monitor investments, and enhance client management.

RIAs

INVENT® centralizes portfolio management, financial planning, and client engagement, enabling RIAs to deliver personalized advice efficiently. Seamless integration and automation enhance decision-making, helping advisors focus on client relationships.

insurance Carriers

INVENT® simplifies operations for insurance carriers by unifying policy management, claims processing, and compliance tracking. Advanced analytics and automation enhance risk assessment, client service, and underwriting efficiency.

Real Estate Brokers

INVENT® empowers real estate brokers by integrating property management, client tracking, and financial analytics. Automated workflows and real-time insights optimize transactions, enhance engagement, and drive growth.

According to recent Gartner research, in the next 5 years businesses will shift to a unified data store with apps, analytics and AI seamlessly connected to it.

The Move to Data Ecosystems

START YOUR BUSINESS EVOLUTION JOURNEY!

Cloud Data Platform

1Foundation

Clarity in Data, Confidence in Decisions

Leverage aggregated and clean data to achieve a

50%

reduction in manual data entry errors

20%

decrease in operational expenses

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Integrated Applications

2Evolution

Seamless Experiences, Unlimited Potential

Take advantage of integrated apps on top of your data, streamlining workflows, and elevating the quality of interactions between advisors & clients.

35%

more AUM with integrated experiences

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Bring your Ideas to Life

3Invention

Build Faster, Innovate Effortlessly with Pre-Built Components

Create a new App or design a custom platform for your clients and staff using integrated Apps.

10x

faster to build your unique applications on Invent

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Invent Your Edge

Integrated Apps

Seamless Apps, Limitless Growth

Explore a variety of integrated apps built by Invent®, 3rd party vendors, and product providers.

View Integrated Applications Map

Trusted by Firms of All Sizes

Trevor R. Chuna

CHIEF TECHOLOGY OFFICER

Sequoia's technology vision is focused on driving an obsessive client experience for the digitally augmented RIA of the future. Invent® has turbo- charged our ability to execute on this vision and expanded our possibilities for future innovation through unique user experiences, data integration and access.

Colleen Bell

President, Innovation and Experience

We have always appreciated the partnership with Invent® and their innovative approach. The Invent® team is always willing to do something different than what others are doing now. The Invent® platform will allow us to continue to build out business analytics for our Financial Professionals to make better business decisions and serve their clients today and in the future.

Scott Durkin

President and COO

Invent® has been an invaluable partner in helping us transform our agent’s day-to-day businesses. Now agents, managers and staff have a unique view into the business they represent with lightning-fast search across our databases. We are excited to start leveraging Invent® to streamline and grow our agent’s productivity (and sales volume) . As part of Douglas Elliman’s continuous digital transformation strategy, we have partnered with Invent® to take the agent experience to a greater level of excellence.

As Featured In

Industry Awards

Certifications

Cloud Platform
Data Analytics

Application Development
Application Integration

INVENT® Integrated Digital Ecosystem

INVENT® is focused on digital transformation within the wealth management and real estate sectors. The platform provides a comprehensive ecosystem—called iDEaaS™ (Integrated Data Ecosystems as a Service) — which helps firms modernize their technology stacks while improving efficiency and client interactions.

INVENT® is a forward-thinking technology company that empowers firms in the wealth management and real estate sectors to embrace the future through innovative digital transformation. As these industries face increasing pressure to modernize, streamline processes, and enhance client experiences, INVENT® provides the tools and strategic vision necessary to stay ahead of the curve. The company understands the complex challenges of legacy systems, regulatory compliance, and client expectations—and responds with a tailored, holistic approach to digital innovation.

At the core of INVENT®’s value proposition is iDEaaS™ — Integrated Data Ecosystems as a Service — a next-generation digital platform that acts as the technological backbone for transformation. iDEaaS™ offers a fully integrated suite of solutions that enable firms to unify disparate data sources, automate workflows, and introduce intelligent decision-making across the organization. Its modular architecture allows for flexible implementation, ensuring a smooth transition from outdated legacy systems to a more agile and future-proof digital environment.

Through iDEaaS™ organizations gain the ability to modernize their technology stacks with minimal disruption to daily operations. The platform is built to scale — supporting growth, innovation, and efficiency at every stage of a firm’s digital journey. With its emphasis on interoperability, security, and user-centric design, iDEaaS™ not only enhances internal processes but also creates more seamless, personalized, and engaging client interactions. This positions companies to deliver greater value to their clients while improving operational resilience and scalability.

INVENT® doesn’t just deliver technology — it provides strategic partnership. Its team works closely with clients to assess their unique needs, align digital initiatives with business goals, and ensure long-term success. From planning and implementation to ongoing optimization and support, INVENT® serves as a trusted advisor, guiding firms through complex digital landscapes with expertise and clarity. This consultative approach helps clients reduce risk, accelerate time to value, and build digital capabilities that drive real business outcomes.