Our Story

INVENT is an innovative software development consulting firm founded by industry veteran, Oleg Tishkevich and an elite team of Cloud technologists. Purpose built to assist financial organizations to modernize their advisor technology stack, INVENT is transforming how financial services operate. For years, financial organizations have been hard at work trying to upgrade their systems to stay current with today’s more complex and rapidly changing demands, however, the pace of change is now faster than their ability to keep up.

Which is why we created INVENT – to leverage our unique combination of domain expertise, design and technical implementation, combined with broad connections throughout the wealth management industry to simplify complex system architecture and get our clients fully Cloud-native.

Through our innovative software development model, organizations can quickly streamline their technology infrastructure, legacy systems, simplify API’s, and integrate siloed applications and systems into a unified Cloud ecosystem.

INVENT was founded by Oleg Tishkevich, the former CEO of Finance Logix, an industry-leading financial planning software platform recently acquired by Envestnet. INVENT is also led by the former COO & CTO of leading B/D Cambridge Research, Ryan Reineke. Reineke has leveraged his 18 years of industry experience to define a solution and methodology that will transform the financial services space.

INVENT’s team consists of over 30 Cloud experts led by CISO Mike Perlov, former CISO for the Olympics. This experienced and skilled team have successfully implemented large scale Cloud deployments across the globe, enabling INVENT to assist clients on a vast scale with speed to market. The team at INVENT is leading the charge to transform the industry’s ability to scale businesses and capture the trillions of dollars of opportunity in wealth management.

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Our Leadership

Fusion of wealth management and cloud experts

Oleg Tishkevich, CEO

Oleg Tishkevich is the founder and CEO of Invent.us, a leading cloud-native software development firm in the wealth management industry. Prior to founding Invent.us, Tishkevich founded Finance Logix, a next generation financial planning software company which sold to Envestnet in 2015. Finance Logix has 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.

Finance Logix was revolutionary as a platform not only providing advisors with a real-time financial overview and analysis of all of their clients, but also extending that approach to the end client through a powerful and interactive client portal and mobile app.

At Finance Logix, 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.

Prior to founding Finance Logix, Mr. Tishkevich worked at Thomson Financial, managing large software projects for the Wiesenberger and Nelson divisions of Thomson. In this role, Tishkevich delivered financial planning solutions for companies such as Prudential, Wells Fargo, Pacific Life Insurance, and others.

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

Ryan Reineke, COO

Ryan Reineke, currently the COO of Invent, and formerly the Chief Operating and Technology Officer of Cambridge Investment Research.

In the beginning of his tenure at Cambridge he was solely responsible for architecting and delivering business enabling features on a really strict budget. Initial projects included building a custom CRM, integrations with FileNet and 3rd party workflow for account paperwork processing as well as delivery of custom compensation reporting toolset that was an overlay across another 3rd party processing tool. All of this was provided to their advisors via the web in early 2000’s before many of Cambridge’s competitors giving them a unique value proposition at the time.

As Ryan’s understanding of the industry increased (as well as his FINRA licenses) it was a natural fit to then combine the system expertise with the business processes and he added Operations and Supervision to his responsibility. This structure and reporting change facilitated Cambridge’s ability to service their advisors by aligning the business and supervisory processes with the technology offering under one accountable party. All of which contributed to sustaining their growth rate, maintaining a high net promoter score and further solidifying them as top tier IBD in the industry.

HELPING THE INDUSTRY

Ryan not only served on Cambridge’s executive council but also served on several industry partner’s councils and committees. He was a member in good standing on FSI’s Operation and Tech council, Pershing, LLC and National Financial CTO councils and National Financial Service Steering Committee just to mention a few.

Mike Perlov, CISO

Mike Perlov CISSP is leading the team of over 40+ technology experts at INVENT.us that have successfully implemented large scale cloud- native solutions enabling the firm to assist clients on a vast scale with speed to market.

Prior to joining INVENT.us Perlov successfully delivered the cloud-native security solution for Sochi 2014 Winter Olympic leading the IT security efforts as a Chief Security Expert on the project.

Prior to Established Nokia Security Engineering Process (Risk Management Framework) for NOKIA DEVELOPER EXPERIENCE R&D departments responsible for development the following portals and sub-systems: publish.nokia.com, store.nokia.com, developer.nokia.com. Led IRT team (analysis and response for security incidents)

PROFESSIONAL DESIGNATIONS AND ACCREDITATION

  • Certified Information Systems Security Professional (CISSP)
  • GIAC System and Network Auditor (GSNA exp)
  • GIAC Certified Project Manager (GCPM exp)
  • OWASP chapter member