This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

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.us. Prior to founding Invent.us, Tishkevich founded Finance Logix, a next generation financial planning software company, which sold to Envestnet in 2015.

At Finance Logix, Oleg 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. Mr. Tishkevich also worked at Thomson Financial managing large software projects. In this role he delivered financial planning solutions for companies such as Prudential, Wells Fargo, Pacific Life Insurance, and others.

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

Agenda Sessions

  • Keynote Address

    2:25pm