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Singularity Financial Partners: Revolutionizing RIA Operations

In an ambitious move to redefine the operational landscape for Registered Investment Advisors (RIAs), Singularity Financial Partners has officially launched as the new operating company designed specifically for these firms. Founded in February 2026 by seasoned professionals Michael Roth, Oleg Tishkevich, and Jim Zimmerman, the company brings a wealth of expertise from notable firms like InvestCloud, Envestnet, and Microsoft.

A Unique Approach to Growth

Unlike typical consultancies or technology providers, Singularity distinguishes itself by taking an ownership role in the firms it partners with. This model not only provides capital and operational support but also embeds its own team members within each firm to drive improvement in technology, hiring practices, and operational efficiency. Singularity's operational framework aims to address the challenges faced by established advisory firms that aspire to grow but lack the necessary resources.

Michael Roth, the company’s CEO, explains, "Many firms excel at delivering financial advice but may struggle with operational execution. Our goal is to alleviate that burden so advisors can concentrate on client relationships and growth." Singularity's economics are intertwined with the firms' success, creating a shared vision for growth rather than relying on traditional software contracts or consultancy fees.

Addressing Industry Challenges

The introduction of Singularity comes at a pivotal time for the wealth management sector, particularly as a significant portion of the workforce approaches retirement. According to research from Cerulli Associates, nearly 35% of advisors—representing about 40% of industry assets—are expected to retire within the next decade.

As the industry shifts, firms are realizing that simply adopting new technologies is no longer sufficient for sustained growth. Singularity's focus on creating a cohesive operational environment aims to bridge the 'Operator Gap' for RIAs, enabling them to manage system migrations, enhance hiring systems, redesign service models, and plan for succession more effectively.

The Singularity Model in Action

Singularity operates by collaborating directly with each firm's advisors and their staff, tailoring strategies to address specific business development needs, operational challenges, and technological infrastructure constraints. The unique system integrates data management through a proprietary interface, designed to not only streamline operations but also retain and leverage the valuable institutional knowledge inherent in each advisory practice.

Oleg Tishkevich, a co-founder, emphasizes that while data infrastructure is crucial, it alone cannot drive a firm's success. "What makes an advisory firm unique is the human intellectual property—denoting the judgment calls made by its advisors. Capturing this within the operational framework is essential to maintaining a firm’s competitive edge."

A Team with Deep Industry Roots

The team at Singularity comprises individuals with extensive backgrounds in both wealth management and technology. Michael Roth has previously co-founded RetireUp, revolutionizing retirement income planning and contributing to advancements at InvestCloud. Oleg Tishkevich is well-known for founding Finance Logix before creating Invent, a cloud-native wealth data platform. Meanwhile, Jim Zimmerman brings experience from leading technical infrastructure at Red Hat and Microsoft, specializing in cloud solutions.

This combined expertise enables Singularity to leverage industry relationships with custodians, asset managers, and technology providers to enrich its offerings to RIAs.

Future Outlook

As Singularity Financial Partners embarks on this innovative journey, additional announcements are anticipated regarding partnerships and further expansion efforts. The firm is committed to reshaping the landscape of wealth management in the U.S., prioritizing growth, efficiency, and tailored operational excellence for RIAs.

For more information about Singularity Financial Partners, visit www.singularityfp.com.