Invent
Technology, Information and InternetDelaware, United States51-200 Employees
Invent is a technology company focused on unifying and operationalizing financial data to support RIA, broker-dealer, OSJ, and bank wealth teams. Its core offering is a data and experience platform that transforms fragmented financial information into a governed, single source of truth, emphasizing data quality, lineage, master data management, and fine-grained entitlements. The platform enables secure, role-based experiences for advisors, clients, and home offices, with self-service dashboards for business users and full SQL access for analysts, alongside automated workflows and an alerts framework to support onboarding, servicing, and compliance. Based in Wilmington, Delaware, Invent positions itself as an open platform that integrates with major cloud providers and data platforms, and it supports deployment either in the cloud or on-premises. The company also offers an ecosystem through a marketplace of micro-apps and connectors, as well as consulting services to assist with discovery, integration, and analytics enablement. Its target market comprises financial services firms seeking to modernize data architecture and workflows while maintaining control and governance over data assets.
1-888-653-2347 
support@leadiq.com 
