Henderson Wealth Firm Launched to Support Advisory Operations
Singularity Financial Partners acquired interests in advisory firms to help manage their internal growth strains.
Updated on Oct. 10, 2026 in Financial Planning
Live Poll
Would you trade equity in your business to bring in external partners to run daily operations?
Singularity Financial Partners, a new wealth technology venture based in Henderson, has officially launched. The company takes ownership positions in registered investment advisory firms to modernize their operations.
Why it matters
The firm aims to resolve growth challenges for advisory practices that lack the necessary internal technology and staffing capacity to scale effectively. It provides partner firms with a proprietary interface and AI framework to streamline their day-to-day business.
Industry research indicates 79% of wealth management firms intend to shift their current operating models over the next 12 to 24 months. Singularity enters the market to capture this demand for improved operational efficiency.
The players
Singularity Financial Partners
A Henderson-based wealth technology firm that invests in advisory businesses.
Michael Roth
A founder of Singularity Financial Partners with prior experience at InvestCloud.
Oleg Tishkevich
A founder of Singularity Financial Partners previously associated with Envestnet.
Jim Zimmerman
A founder of Singularity Financial Partners with a background in technology at Microsoft.
The details
Singularity Financial Partners manages firm operations by acquiring ownership positions through capital infusion or operational integration. The company places internal staff inside partner firms to manage hiring, technology, and general operations. Its infrastructure relies on a proprietary AI agent framework and a data lakehouse developed by Invent.
Timeline
February 2026: Singularity Financial Partners was founded.
October 2026: The company officially launched.
Money Landscape
The firm's arrival reflects a broader industry movement as advisory practices seek outside help to modernize aging infrastructure. This effort follows a documented trend where 79% of wealth firms plan to revise their operating models within the next two years.
If you hold accounts at an advisory firm, you may notice changes in the digital interfaces or operational processes used to manage your portfolio as firms adopt new technology. Consult your financial advisor to understand how these updates impact your specific account access or reporting.
The takeaway
The entry of firms like Singularity highlights a push toward integrating AI and specialized tech into legacy advisory workflows. Clients should keep an eye on documentation from their wealth managers regarding changes to how their portfolios are administered or accessed.
Further reading
For more information on managing your financial business, see Financial Planning.
Source note: This article includes information reported by InvestmentNews.
Live Poll
Would you trade equity in your business to bring in external partners to run daily operations?
