Invent Information

Invent is an innovative technology company founded by industry veteran Oleg Tishkevich. We deliver an AI-ready data and experience platform that turns fragmented financial information into trusted intelligence and effortless workflows for RIAs, broker-dealers, OSJs, and bank wealth teams. At the core is the INVENT Data Lakehouse, built on open standards and Data Vault 2.0. It unifies data from custodians, portfolio systems, CRMs, planning, insurance, trading, and document repositories into a governed single source of truth with master data management, lineage, data-quality scorecards, and fine-grained entitlements. On this foundation, Invent Experience Builder and INVENT Analytics let teams compose secure, role-based advisor, client, and home-office experiences in days—using micro-frontends, reusable micro-apps, and mobile —while delivering self-service dashboards for business users and full SQL power for analysts. Built-in workflow automation and an alerts framework drive exception-based servicing, onboarding, and compliance with clear next-best actions. Invent Store extends the platform with a governed marketplace of micro-apps, data connectors, workflow packs, analytics bundles, and AI copilots. Firms and partners can deploy with one click, manage versions and entitlements centrally, or publish their own assets via the Invent SDK—accelerating time-to-value while maintaining control. Our Invent Elite Consulting Team adds hands-on expertise across discovery and roadmap, DV2/MDM and householding design, integration modernization, EXB experience design, analytics enablement, and AI use-case incubation. Engagements include advisory, co-creation, or managed agile squads, supported by reference models, connector libraries, governance templates, and QA playbooks. Invent is open platform and interoperate with Azure, AWS and GCP Clouds and OneLake, Snowflake, Databricks, BigQuery, and Redshift data platforms. Deploy Invent platform in your cloud or on-premises.