Reinventing RIA Technology with Oleg Tishkevich of Invent

Описание: At Orion Ascent 2025, host Jared Luegers talks with Oleg Tishkevich, Founder and CEO of Invent, about the shifting landscape of advisor technology and what the next decade demands from RIA firms.

Oleg describes a future where advisory teams grow by focusing on client facing work while automated systems handle the operational load. He explains how open architecture, shared data layers, and rapid app creation are reshaping the way firms scale. With Invent’s ecosystem, any company can build enterprise grade tools in a fraction of the time and cost that used to be required.

He also touches on why the industry must move past isolated fiefdoms and work toward real cooperation. When advisors, vendors, and platforms connect through shared infrastructure, firms gain the ability to serve more households without adding layers of back office friction. That shift has the potential to draw new advisors into the profession and expand access to high quality planning for more Americans.

This conversation explores the future of advisor technology, the importance of open ecosystems, and the role automation will play in shaping the next wave of firm growth. Whether you lead an RIA, build fintech products, or watch the independent space closely, Oleg’s perspective offers a clear view of where the industry is heading.

📍 Recorded at Orion Ascent 2025
🎥 Presented by Auxesys
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Find Oleg and Invent:
Oleg on LinkedIn:   / olegtishkevich  

Invent on LinkedIn:   / inventwithus  

Invent website: https://invent.us/

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