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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Oleg Tishkevish
CEO at Invent
Speaker

Profile

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.

Prior 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.

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


Agenda Sessions

  • AI Lead Generation: The Future of New Business Development

    1:30pm
  • Keynote Address

    2:25pm