Singularity launches. Read the announcement →
Singularity Financial Partners Est. 2026

The Operating Company for RIAs.

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 RIAs 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 not an aggregator. We're inside the firm, not selling into it. Starting with RIAs, built for wealth management.

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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
Michael Roth
CEO & Co-Founder
CEO & Co-founder of RetireUp (acquired by Motive Partners-backed InvestCloud). Former Chief Revenue Officer and Chief Product Officer at InvestCloud, supporting trillions in assets. Nine years trading derivatives before building wealth-tech.
02
Oleg Tishkevich
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
Jim Zimmerman
CTO & Co-Founder
CAIO of Invent. Former Founder of several startups. Former Red Hat. Former Microsoft. Created and managed large scale Kubernetes services that most Fortune 500 companies run on.
Partners
05
INVENT® is a next-generation data platform purpose-built for the wealth management industry.
Who We Work With

Established RIAs.
Fee-based and hybrid advisors.
Strategic partners.

Singularity comes in alongside the principals of established RIAs and operates the firm with them. Our economics are tied to the firm's, not to a software contract or a fee. We're operators, not vendors. We bring the technology and the team that's run wealth firms before. We bring capital where it fits. The advisors who built the firm stay on as partners, and 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
About

Singularity Financial Partners is The Operating Company for RIAs, founded by the operators behind RetireUp, Finance Logix, Invent and Azure Red Hat OpenShift. Singularity comes in alongside the principals of established RIAs and operates the firm with them, strengthening operations, technology, talent and growth. Headquartered in Henderson, Nevada.