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About Invent®

Digitally transform and grow your business with a purpose-built integrated digital ecosystem.

Our Story

Invent® is an award-winning, cloud-native integration platform as a service and a technology consulting firm founded by fintech industry veteran, Oleg Tishkevich. Along with an elite team of cloud technologists, Invent® provides a unique approach to systems design, data architecture, integration, and digital experiences dedicated to serving the needs of enterprise firms and RIAs in the wealth management industry as well as real estate firms.

Invent® was created so enterprise firms can leverage our unique combination of domain expertise, design, and technical implementation, to simplify complex system architecture and get our clients fully cloud native.

Launched in February 2019, Invent® has onboarded over 24,000 unique users to the platform with a successful 90% user adoption rate. Our latest platform enhancement is iDEaaS™ (independent digital ecosystems as a service) which is purpose-built to provide financial and real estate organizations with a fast, modern and cost-effective way to upgrade their advisor or agent technology stack.

For years, financial and real estate organizations have been focused on attempting to upgrade their systems in order to stay current with today’s more complex and rapidly changing demands from their clients; however, the pace of change continues to accelerate, which limits a firm’s ability to successfully implement adequate solutions.

Formulating a digital transformation strategy and transitioning to the cloud is not easy, nor is it fast , without the proper technology, process, and people to help you get there – that is where Invent® can help....Invent® executes in PARTNERSHIP with your firm and your team.

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120
Experts
6
Countries
13
Time Zones
24K
Users

Invent® Executive Management

Oleg Tishkevich
Chief Executive Officer

Oleg Tishkevich is the founder and CEO of Invent®, a leading cloud-enabling software development firm. Prior to founding Invent®, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015.

Finance Logix has pioneered an engaging mobile planning app Retire Logix that was named Best Money Move by Money magazine and voted number one mobile app for advisors. At Finance Logix, Tishkevich led the development team that delivered custom firm-wide solutions for companies such as Wells Fargo, Bank of America/Merrill Lynch, Assetmark, Janney Montgomery Scott and other major firms.

Tricia Higson
Chief Administrative Officer

Tricia Higson is the Chief Administrative Officer of Invent®, where she oversees the Project Management Office, Human Resources, Accounting, General Administration along with outside legal counsel supporting the innovative Technology, Security, Operations, Sales and Marketing offices.

With over a decade of experience in the wealth management industry, Ms. Higson serves Invent® by leveraging the expertise and relationships built over time in some of the largest banking and investment firms in the industry, a former Trust Administrative Officer, Business Support Manager, Financial Advisor and Private Banker. She is a past President of Altrusa Lewisville dedicated to local community outreach, past LEAN In Dallas-Board of Directors Officer and recipient of the Maryland State Governor’s Citation for Volunteerism.

Larry Roth
Chief Financial Strategy Officer

Larry Roth is a Chief Financial Strategy officer at Invent® responsible for aligning growth planning, investment banking, corporate strategy, and strategic relationships with Invent® to drive accelerated expansion of the company.

Larry also serves as a Managing Partner of RLR Strategic Partners, where he works closely with senior management teams, boards of directors and advisory boards across the wealth management space to deliver high-impact strategic growth plans, as well as plan execution support.

Mike Perlov
Chief Information and Security Officer

Mike Perlov CISSP is leading the team of over 40+ technology experts at Invent® that have successfully implemented large scale cloud-native solutions enabling the firm to assist clients on a vast scale with speed to market.

Prior to joining Invent® Mike successfully delivered the cloud-native security solution for Sochi 2014 Winter Olympics leading the IT security efforts as a Chief Security Expert on the project.

Ryan Reineke
Chief Operating Officer

Ryan Reineke, currently the COO of Invent®, and formerly the Chief Operating and Technology Officer of Cambridge Investment Research. He was solely responsible for architecting and delivering business enabling features and later he added Operations and Supervision to his responsibility by aligning the business and supervisory processes with the technology offering. Initial projects included building a custom CRM, integrations with FileNet and 3rd party workflow for account paperwork processing as well as delivery of custom compensation reporting toolset that was an overlay across another 3rd party processing tool.

Pete Franco
Vice President of Product Management - Broker-dealer Channel

Peter Franco is the Vice President of Product Management at Invent®, responsible for the product vision, strategy, and execution of the Invent® digital wealth management platform. Before Invent®, Peter Franco led a global team of product managers as the Director of Product Management for Morningstar Investment Management services, an asset manager and leading TAMP platform provider in the U.S.

Craig Uhlenkott
Vice President of Product Management - RIA Channel

Craig Uhlenkott is a Product Strategist with over 20 years of Product Management, Product Marketing, Business Development, and Professional Services experience delivering enterprise-class SaaS applications. He is passionate about building great products that users love, with experience in Financial Services, focused on both Fintech & Wealthtech. A client advocate with a successful track record of creating and implementing industry leading products and services for both custodians and advisors.

Invent® Elite Consultants

Timothy Welsh
Nexus Strategy
Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®. With over 25 years experience in the wealth management industry, Nexus Strategy is uniquely positioned to provide end-to-end advice, consulting and guidance.
Suzanne Siracuse
Suzanne Siracuse Consulting Services
Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews. With over 20 years experience in Financial services, Suzanne will be focusing on, for Invent® Elite. Helping firms and advisers serve even more clients by effectively leveraging the latest technology to provide the scale they need to grow and improve the client experience.
Gavin Spitzner
Wealth Consulting Partners
Gavin Spitzner brings over 25 years of experience working at the intersection of wealth management business strategy and technology to help organizations design and deploy solutions that drive profitable revenue growth.
Mark Hollingsworth
Wealth Consulting Partners
Mark Hollingsworth – is a passionate and innovative executive who brings over 30 years of experience in financial services. Having worn many hats, Mark is focused on helping advisory firms adopt cutting edge technology and helping technology vendors go-to-market with rapid and large-scale adoption.
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