Singularity Financial Partners Est. 2026

The firm built to always run the frontier.

Built on the fault line between wealth management and the intelligence rewriting it.

Singularity builds and operates the technological, organizational, and capital structures that let wealth firms run at the frontier of what's possible. We're the operating company. We don't sell software. We don't sell services. We're not a platform to plug into. We're inside the firm, not selling into it.

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The Team

Who's built it.

Operators who have each individually run a major frontier in wealth management. They know how to ride the next one.

01
Michael Roth
CEO & Co-Founder
Founder & CEO of RetireUp (acquired by Motive Partners). Former Chief Revenue Officer and Chief Product Officer at InvestCloud, the $8T AUM digital wealth platform. Nine years trading derivatives before building wealth-tech.
02
Oleg Tishkevich
Managing Partner & Co-Founder
CEO of Invent. Founder of Finance Logix (acquired by Envestnet). Former Envestnet. Built the modern wealth-tech infrastructure rails the industry runs on.
03
Jim Zimmerman
CTO & Co-Founder
Former Founder. Former Red Hat. Former Microsoft. Created and managed large scale Kubernetes services that most Fortune 500 companies run on.
Partners
04
A 118-year-old institutional wealth management firm. The institutional standing that takes a generation to build, available from day one.
05
INVENT® is a next-generation data platform purpose-built for the wealth management industry.
Who We Work With

Established firms.
Independent advisors.
Institutional partners.

Singularity partners with established RIAs, independent wealth advisors, institutional wealth managers, and the strategic partners that serve them. We're operators, not vendors. We bring the technology and the team that's run wealth firms before. We bring capital where it fits. We come in alongside the principals. We operate the firm together, at the frontier today and as the frontier moves.

If you're an advisor or a firm exploring what comes next: there is a way in.

The Thesis

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 commitment doesn't age. It compounds.

Built for what's next

The industry has changed. It's still changing.

We built Singularity for that.

Materials and the operating team are available by request.

partners@singularityfp.com →
Singularity Financial Partners 2026