Oleg Tishkevish

Founder and CEO of Invent at Invent

Speaker

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 leverage the Invent platform, which currently supports over 20,000 users. Known for his innovation in software design and architecture, Tishkevich has garnered several industry awards, including wealthmanagement.com’s prestigious industry awards program for the “Disruptor of the Year” in 2019 for the launch of Invent.

Additionally, Tishkevich is the author of numerous 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.

Prior to founding Invent.us, 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.

Finance Logix was revolutionary as a platform not only providing advisors with a real-time financial overview and analysis of all of their clients, but also extending that approach to the end client through a powerful and interactive client portal and mobile app.

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 others major firms.

Prior to founding Finance Logix, Mr. Tishkevich worked at Thomson Financial, managing large software projects for the Wiesenberger and Nelson divisions of Thomson. In this role, Tishkevich delivered financial planning solutions for companies such as Prudential, Wells Fargo, Pacific Life Insurance, and others.

Tishkevich has served as a member of the Corporate Resource Counsel of the Financial Planning Association (FPA).