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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

INVENT

Profile

Invent, founded by industry veteran Oleg Tishkevich, delivers an AI-ready data and experience platform that transforms fragmented financial information into trusted intelligence and streamlined workflows for RIAs, broker-dealers, OSJs, and bank wealth teams.