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Leading industry consultants join forces through “INVENT Elite” to help wealth management enterprises successfully navigate the changing technology landscape, architect and deploy modern, agile business solutions

INVENT is the ideal platform to bring together the best and brightest consultants as we are a central resource to the entire industry through our Cloud-native tools and holistic approach., an innovative software development firm, announced today the launch of a new industry consulting group made up of the industry’s most respected thought leaders experienced in helping wealth management enterprises, wealthtech firms, and their affiliated advisors successfully embrace and integrate the latest technologies to better serve clients and scale their businesses.

“INVENT’s focus is to enable the wealth management industry to take advantage of the latest Cloud-native technologies to solve their technology and business challenges in today’s more fast-moving and complex environment,” said Oleg Tishkevich, CEO of INVENT.

INVENT has created a new software development model that will help organizations transform legacy systems, simplify API’s, and integrate siloed applications by orchestrating complex data flow and enhancing the user experience between multiple systems.

“As part of that mission, we are bringing together the best consultants in the industry through our new INVENT Elite consulting platform to help companies not only deploy the latest technology, but to enable them to maximize adoption and realize the benefits of that technology through business strategy, operations, client experience, marketing, and public relations consulting advice, implementation and support.”

The founding consulting members in the INVENT Elite consulting group include:

Suzanne Siracuse Consulting Services – Business strategy, advocacy initiatives and marketing and branding support from the former Publisher and CEO of InvestmentNews, Suzanne Siracuse. “I’m very excited to be launching my new consulting business and be a part of INVENT Elite,” Ms. Siracuse said. ““I am looking forward to using the experience I gained over the past twenty years to help firms and advisors serve even more clients by effectively leveraging the latest technology which will provide the scale they need to grow and improve the client experience.”

Timothy Welsh, Nexus Strategy – Marketing strategy, content development and public relations advice, guidance and implementation from industry veteran, Timothy Welsh, CFP®

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 bear to help organizations design and deploy solutions that drive profitable revenue growth.

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.”

Brian Bleasdell – With over 22 years of experience in wealth management technology, Mr. Bleasdell provides management consulting, corporate strategy, technology transformation and large-scale software design and development.

The collective group in INVENT Elite will collaborate together on enterprise projects, bringing a complete set of consulting advice, guidance and implementation to bear on developing, launching, branding and operationally supporting broad based technology initiatives to maximize firms’ technology investments and ensure the productivity, scale and client experience benefits are realized for advisors and their clients.

“INVENT is the ideal platform to bring together the best and brightest consultants as we are a central resource to the entire industry through our Cloud-native tools and holistic approach,” said Mr. Tishkevich. “Our goal is to continue to grow INVENT Elite with even more of the industry’s consulting experts and look forward to that collective effort to enable and enhance everyone’s technology initiatives.”


INVENT brings a unique combination of experience, domain expertise, design and technical implementation, combined with broad connections throughout the industry. Currently serving over 14,000 users via multiple broker-dealers and RIAs, INVENT is rapidly becoming the industry standard for fintech development. Founded by Oleg Tishkevich, former CEO of Finance Logix, an industry leading financial planning software platform recently acquired by Envestnet, INVENT is leading the charge to transform the industry to scale businesses to capture the trillions of dollars of opportunity in wealth management.


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