You no longer have to choose.
Join our network today.
Why choose between the traditional operating model of a major firm when there is an alternative designed to combine institutional capabilities with personalized support? Insigneo brings together the infrastructure and multi-custodial access with hands-on support designed to help you grow your business the way you envision it.
Strategic autonomy
Empowering your practice with
flexibility and support.
We provide an empowering environment where your vision is supported by world-class infrastructure.
- Competitive payouts of up to 85%
- Ownership of your book with no exit barriers.
- Flexible affiliation models aligned with your professional brand
Actionable insights
Use expertise insights
to take you further.
Leverage the capabilities of a major firm while maintaining the agility of independence, with a group of specialists that work behind the scenes to support your day-to-day and reduce operational burden.
- Team of Experts across products, trading, research, and data science.
- Advisory and brokerage support to capture more client assets.
- Sales assistants to support your business development.
- Multilingual compliance experts to navigate complexity with confidence.
- Regional expertise across the Americas with a focus in Latin America, but backed by U.S. regulatory strength.
Operational support
Simplifying complexity
to prioritize your time.
We provide structure and support designed to help you operate efficiently while simplifying cross‑border management considerations.
- Efficient onboarding with a dedicated transition team
- Agile processes and a streamlined environment with shorter SLAs than traditional wirehouses/banks.
- Alia 2.0 platform for a unified, multi-custody, efficient workflow environment.
Open architecture model
Expand your client possibilities
with a flexible investment suite.
Expand your offering with access to global markets, products, and custodians—without pressure to use proprietary solutions.
- Purpose-built open architecture for fully customized portfolios
- Extensive access to global markets and sophisticated products worldwide.
- Multi-custody flexibility, including Pershing LLC and UBS, among others.
One platform. Total control. True advisory intelligence.
Manage a sophisticated international practice from anywhere with an all-in-one platform—from multi-custody reporting to automated compliance.
- Multi-custody onboarding and execution in one place.
- Built-in CRM and workflows to eliminate busywork and allow you to automate workflow.
- Orion and Addepar combine to deliver instant multi-custody reporting and deep client insights right out of the box.
- Fundamental streamlines analysis and portfolio construction so you can focus on strategy instead of spreadsheets.
- Real-time performance data and required documents, always ready.
Our strength in numbers.*
*As of 4/1/26
$32B
Assets
under management
32K
Clients
actively served
250+
Support
staff
65
Institutional
clients
12
Offices
for our local operation
Tailored to your needs:
flexible affiliation models.
Build your business across borders. Whether you are launching your independent journey, evolving your established practice, or institutionalizing your legacy, count on our ecosystem to clear the way. We provide the institutional credentials and infrastructure you need to thrive today and on the road ahead.
-
Investment Professionals
Join our leading independent platform to gain professional support of institutional-grade resources.
-
US-based institutions
Leverage multi-custodian advisory options and an integrated technology stack to scale your domestic (RIA) or foreign (FRIA) advisory.
-
Foreign financial institutions
Partner with an established firm to access global market opportunities, sophisticated trading, and specialized research for your firm.
Join an international
community for investment.
What our Investment Professionals say
-
Insigneo provides the transparency and expertise I need to approach U.S. and Latin America markets with total confidence.
-
The transition was seamless. I finally have the institutional resources of a wirehouse with the flexibility of an independent.
-
Partnering with Insigneo has transformed our institutional capabilities. They truly understand the nuances of the Americas.
*The testimonials featured are from investment professionals associated with Insigneo Securities, LLC and/or Insigneo Advisory Services, LLC (collectively, “Insigneo”). The statements reflect each individual’s personal opinions and experiences and may not be representative of the views of Insigneo or the experiences of other investment professionals. No compensation was provided in connection with these testimonials. The testimonials are provided for informational purposes only and are not indicative of future performance or success.
FAQ
Will I lose my clients if I leave my current firm?
Investment Professionals typically retain roughly 80-90% of their clients during a transition. Clients are loyal to you, not a corporate brand. Insigneo provides a dedicated transition team to ensure your move is seamless and professional.
Is going independent a “DIY” project?
At Insigneo, you get the benefits of an independent model with the infrastructure of a international firm. We handle the heavy lifting — including compliance, tech, and operations — so you can stay focused on your clients.
How does the payout compare to a wirehouse?
Investment Professionals in the independent model typically keep a significantly higher percentage of their production. Beyond the immediate payout, you are building equity in your own business, which is an asset you can eventually sell or pass down.
Do I have to learn 10 different software programs?
The Insigneo platform is fully integrated, ensuring your software programs talk to each other. Whether it’s Orion for reporting or our internal trading tools, you get “big bank” power with “fintech” simplicity.
Can I serve my international clients effectively here?
Insigneo leads the industry with a platform built specifically for the complexities of international wealth management. We offer multi-currency capabilities and global custodial options through partners like Pershing/BNY Mellon to serve international clients effectively.
What kind of support will I have for growing my AUM?
Insigneo provides a growth engine that includes recruitment support and specialized products like Insigneo Multi Asset Portfolios (IMAPS) and discretionary portfolios. These tools are designed to help you add new FAs to your team and provide the resources that have helped our markets scale.
Is there a “corporate” quota I have to hit?
There are no corporate quotas or proprietary product pushes at Insigneo. You are the CEO of your practice, allowing you to focus exclusively on what is best for your clients.
How do you handle compliance for international business?
Insigneo offers expertise in international compliance, supporting firms as they navigate SEC, FINRA, and other applicable global regulatory requirements. Our team provides compliance guidance and resources designed to help you operate efficiently while pursuing business growth within established regulatory frameworks.
What happens if there is a market crisis?
During a market crisis, you have direct access to Insigneo leadership and a network of peers who have managed through every market cycle. Our platform provides the transparency and reporting you need to keep your clients calm and informed.