Serial FinTech Founders Launch Singularity Financial Partners to Support RIA Growth
Singularity Financial Partners, launched in February and officially announced October 1, is an operating company designed to help established registered investment advisors (RIAs) scale their businesses. Founded by Michael Roth, Oleg Tishkevich, and Jim Zimmerman—wealthtech veterans with experience at InvestCloud, Envestnet, and Microsoft—the firm takes ownership stakes in RIAs and embeds its own personnel to improve operations, hiring, growth strategies, and technology use. The company addresses what it calls the 'Operator Gap,' where many advisory firms struggle to scale due to a lack of internal operational resources. Singularity aims to provide high-level operating talent that these firms typically cannot attract on their own. It is not positioned as software or consultancy but rather as an owner-operator, with its success tied directly to the performance of each firm it partners with. The launch comes amid industry shifts in wealth management, including a wave of advisor retirements and growing interest in operating models that integrate talent and technology within established firms.
Topics: operating company model RIA growth strategies wealthtech