Founder and CEO
Invent
Oleg Tishkevich is the founder and CEO of Invent, the leading cloud-native data and integration software firm in the wealth management industry. Many of the industry’s largest financial institutions supporting financial advisors as well as independent RIAs leverage the Invent platform. Known for his innovation in software design and architecture, Tishkevich and Invent has garnered several industry awards, including wealthmanagement.com’s “Disruptor of the Year” and “Innovation Platforms”. Invent has been recognized by prestigious Inc 5000 magazine as one of the fastest growing companies in US 3 years in a row.
Additionally, Tishkevich is the author of several industry articles and white papers, including the well-received article series, “Integrated Digital Ecosystems as a Service” which is rapidly becoming the go-to solution for enterprises and organizations supporting financial advisors to create their own, customized technology solutions and eliminate the challenges of technology integrations.
APrior to founding Invent, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015. Finance Logix 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.
ATishkevich has served as a member of the Corporate Resource Counsel of the Financial Planning Association (FPA).
Discover how Helium Advisors partnered with Invent and Finmate to modernize its operations and deliver greater value to clients. In this session, the leaders of Invent, Helium Advisors, and Finmate share lessons on how thoughtful adoption of AI can help RIAs scale, improve productivity, and stay competitive in a rapidly evolving market.
AI’s potential in wealth management is only as strong as the data that fuels it. Many firms are eager to implement AI tools for planning, prospecting, and operational efficiencies—but without clean, structured, accessible data, these initiatives can stall before they start.
In this session, we’ll explore how to assess whether your firm’s data is AI ready, identify the steps necessary to prepare your data infrastructure, and outline best practices for ongoing data management to support AI-driven growth. We’ll discuss common challenges wealth management firms face, including data silos across CRMs, custodians, and planning systems, and how to resolve them to enable AI tools to deliver meaningful insights and automation.
Whether you’re just beginning to explore AI or seeking to maximize your existing AI solutions, this session will help you build a strong data foundation to fuel innovation and scalable growth in your firm.
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