Singularity Financial Partners Information

Singularity Financial Partners is The Operating Company for RIAs. We're inside the firm, not a vendor selling into it. Singularity comes in alongside the principals of established RIAs and operates the firm with them: the technological, organizational, and capital structures that let a firm run at the frontier of what's possible. Our economics are tied to the firm's, not to a software contract or a fee. The advisors who built the firm stay on as partners. Starting with RIAs, built for wealth management. Who we work with: established RIAs, fee-based and hybrid advisors, and the strategic partners who serve them. We're operators, not vendors. We bring the team that has run wealth firms before. We bring the technology. We bring capital where it fits. If you're an advisor or a firm exploring what comes next: there is a way in. Today's tech is not the moat. The team is. The structure is. The discipline to adopt what comes next, every time something comes next: that's the moat. A firm built around that discipline doesn't age. It compounds. Founders: Michael Roth (CEO), Oleg Tishkevich (Managing Partner), Jim Zimmerman (CTO). Partners: INVENT (data platform purpose-built for wealth management). Inquiries: partners@singularityfp.com Press: press@singularityfp.com