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AdvisorPeak joins INVENT’s ecosystem of prebuilt integrations and APIs that are cloud agnostic and work seamlessly with the unique needs of wealth management institutions.
The Seattle firm has already quintupled the scale achieved by Tishkevich’s FinanceLogix, but with IBDs replacing software patches with cloud computing, INVENT needs to grow…
” …we are experiencing exponential growth. Larry’s experience, knowledge and advice will be critical to helping us best manage these tremendous opportunities.” – Oleg Tishkevich,…
Seattle-based INVENT, a cloud technology platform and consulting firm for the financial services industry, announced this week that Larry Roth will serve as strategic advisor…
Industry veteran Larry Roth has been appointed strategic advisor at INVENT, a cloud technology firm that serves more than 14,000 users via broker-dealers and RIAs.
Larry Roth, Former CEO of Advisor Group and CEO of Cetera Group, to Align Investment Banking, Growth Planning and Strategic Relationships with INVENT to Drive…
