Insigneo is distinguished as the leader in continuously finding newer and better ways to simplify global investment in complex global environments.
Wealth management requires time, expertise, and strategy. Let our streamlined processes, trusted financial professionals and best-of-breed technologies do all the work, so you can have more time to live your life and the priceless peace of mind to enjoy it.
We maximize people’s financial well-being and their quality of life.
Our creative yet practical solutions are designed to meet the needs of discerning clients globally.
We provide outstanding services that give our clients peace of mind knowing they are ensuring their best financial position, in the best hands.
Access a variety of financial institutions to best allocate your assets based on your needs and jurisdiction.
Simpler
Innovative
Providing in-house solutions and processes for a friendlier journey together.
Friendlier
Actively listening to you, so we can create change together.
Better
Our desire to continually AIM HIGHER is what makes The Insigneo Way.
Tech Enabled
Deploying the industry’s best technologies, combined with our expert thought leadership.
Approach
Approach
Simpler
Innovative
Providing in-house solutions and processes for a friendlier journey together.
Friendlier
Actively listening to you, so we can create change together.
Better
Our desire to continually AIM HIGHER is what makes The Insigneo Way.
Tech Enabled
Deploying the industry’s best technologies, combined with our expert thought leadership.
Alia 2.0
Insigneo Unveils Alia 2.0: Powering Advisor-Centric Multi-Custody Connectivity
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.
Sep 04, 2025
Citywire
Voices of the Citywire IWM Awards: Raul Henriquez on Insigneo’s journey and the future of wealth
Kicking off our Citywire International Wealth Management Awards video series, we interview Raul Henriquez, founder and CEO of Insigneo.
Aug 28, 2025
Citywire
Insigneo partners with Luma Financial Technologies
Insigneo, the wealth management firm, has partnered with Luma Financial Technologies to offer a more robust structured notes capabilities to it's 250 financial advisors.
Apr 03, 2025
Insigneo Acquisition
Insigneo closes acquisition of PNC’s Latin American brokerage biz, names new market head.
The Miami-based firm's acquisition will allow it to expand its footprint in Texas and growing its Mexican client base.
Dec 04, 2023
