Press

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…

Invent.us is setting out to integrate software for financial planning, customer relationship management, reporting and other specific technology needs.

Cambridge Investment Research announced today it will be implementing cloud-native technology from INVENT.us to redesign its CLIC digital business environment for independent advisors.

The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich’s fintech upstart, INVENT.

~ Cloud-native technology platform short-listed for the highly competitive Technology Innovation category for the launch of the INVENT Platform in the prestigious #Wealthies Awards June…