Wealthies Recognize Invent As Double Finalist For PaaS And Podcast

James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

Wealthtech Firm Named As Finalist For WealthManagement.com Industry Awards In Technology Providers – Innovation And Thought Leadership Categories

Wealthtech platform provider Invent announced that WealthManagement.com named it as a Finalist for two categories in the media company’s annual Industry Awards, also known as the “Wealthies.” The firm will compete for an award in the Technology Providers – Innovation category based on its launch of its Platform as a Service (PaaS) ecosystem and in the Thought Leadership category for the Big Reveal Podcast Series hosted and created by Invent Elite Consultant Suzanne Siracuse.

Suzanne Siracuse, Invent Elite Consultant and Founder & CEO, Suzanne Siracuse Consulting Services

This is the fourth consecutive year that Invent has been named as a finalist in the Wealthies under the leadership of CEO Oleg Tishkevich, who took the helm at Invent in 2017. He also served at Envestnet as Managing Director, CTO Financial Planning and President and CEO of Oltis Software.

“We’re honored to receive this prestigious recognition from WealthManagement.com,”  Tishkevich said. “We look forward to continuing to lead the wealth management industry to deliver better, more integrated advisor experiences and help scale their businesses.”

PaaS Ecosystem

Oleg Tishkevich, CEO, Invent

Invent’s PaaS ecosystem is designed to help RIAs and broker-dealers merge legacy applications, business workflows, third-party integrations and enterprise data management into a unified user experience. The ecosystem provides core wealth management data and a data lake to generate analytics and insights.

Tishkevich continued, “By utilizing this platform, advisors can streamline their workflow, increase productivity, and deliver a more personalized service to clients. Our platform has contributed to the success of the financial advisor community by providing efficient and effective solutions for managing their business by enabling BDs to reimagine and reconstruct their digital ecosystem.”

Big Reveal Podcast

Siracuse’s Big Reveal Podcast Series, which launched in September 2020, explores the human side of industry innovators, influencers and leaders to provide advisors with ideas on how to improve their business.

In a statement to WSR, Siracuse said, “Having Invent as my partner allows for having more leaders who look to reinvent their business to listen to these thought leaders and advisors, helping them take their businesses to the next level.”

The Wealthies, now in the ninth year, honor achievements by individuals, organizations and companies that support financial advisors. Winners will be announced on Sept. 7 at an awards ceremony in New York City.

Editor’s Note: Larry Roth, CEO of Wealth Solutions Report, serves as a strategic advisor to Invent.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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