Wealth Tech Veterans Launched Singularity Financial Partners

The Henderson-based firm aims to scale registered investment advisory businesses through technology and operational support.

Updated on Oct. 10, 2026 in Financial Planning

Isometric editorial illustration of abstract, nested brass-toned geometric blocks representing system integration. — Singularity Financial Partners has officially launched in Henderson, Nevada, with a mission to modernize registered investment advisory firms through capital investment and proprietary technology. AI Illustration. Upload story photo >

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Three veterans of the wealth technology industry have officially launched Singularity Financial Partners. The Henderson, Nevada-based company takes ownership positions in registered investment advisory firms to modernize their operations.

Why it matters

Many established advisory firms struggle with internal growth strains caused by insufficient technology, hiring, and operational capacity. Singularity Financial Partners seeks to resolve these inefficiencies by placing its own staff and technology within partner firms.

A reported 79% of wealth firms are planning to change their operating models within the next 12 to 24 months. These industry transitions reflect a widespread need to modernize legacy systems in the advisory space.

The players

Michael Roth

He is a co-founder of Singularity Financial Partners with a background that includes roles at InvestCloud, Envestnet, and Microsoft.

Oleg Tishkevich

He is a co-founder of the firm and an industry veteran whose previous experience includes leadership roles at major wealth tech companies.

Jim Zimmerman

He is a co-founder of Singularity Financial Partners who brings extensive experience from his prior tenure at InvestCloud and Envestnet.

The details

Singularity Financial Partners utilizes a proprietary interface and AI agent framework, supported by a data lakehouse developed by Invent. The firm integrates into advisory businesses by providing capital and personnel to manage critical areas such as hiring, technology, and day-to-day operations.

February 2026: Singularity Financial Partners was founded.
October 2026: The company officially launched its operations.

Market Dynamics

The firm follows a pattern of industry consolidation and technology integration set by historic acquisitions like the 2015 Envestnet deal for Finance Logix. This shift highlights a trend where specialized technology players absorb advisory firms to scale operations through centralized AI frameworks.

Clients of advisory firms partnering with Singularity may see improved service speeds and more robust digital interfaces as operations are upgraded. Retail investors should monitor whether these changes affect service fees or the availability of proprietary planning tools.

The takeaway

The entry of Singularity Financial Partners underscores the increasing demand for specialized tech support in the financial advisory market. Advisors should evaluate if their current operational infrastructure meets the digital standards now expected by modern clients.