Category: Press Releases EN

Miami, FL – January 27, 2026

Insigneo, a leading international wealth management firm, announced a strategic partnership with upstart fintech firm Karta to launch a global charge card specifically targeting high-net-worth clients with U.S.-based assets. Through this partnership, Insigneo becomes the first wealth management firm to secure exclusive rights to a co-branded charge card with Karta, reinforcing its mission to deliver innovative financial solutions focused on international clients.

The new Insigneo x Karta card particularly addresses a perceived void in the marketplace; an international card geared to high-net-worth international clients with U.S. based assets, who have historically been ignored or underserved by existing credit card offerings.

“We are very excited to introduce the Insigneo x Karta global charge card, as it significantly enhances the overall customer experience of our international client base,” said Raúl Henríquez, Chairman of the Board and CEO of Insigneo. “The partnership with Karta allows us to complement our wealth management platform with a state-of-the-art, international charge card that caters to the lifestyle needs of the clients we serve. “

The Karta charge card delivers premium features designed for the specific demographic that Insigneo serves. Cardholders enjoy seamless spending across currencies and borders with no foreign transaction fees, while Priority Pass Select™ provides complimentary access to more than 1,300 airport lounges worldwide. The KARTA Points rewards program offers flexible redemption options with leading airlines, hotels, and premium partners. Upon approval, clients receive instant digital access with immediate availability via Apple Pay and Google Pay. Multilingual 24/7 concierge support via WhatsApp ensures personalized assistance in the client’s preferred language, while the fully digital onboarding process delivers a streamlined and efficient approval experience.

“The client segment Insigneo serves is precisely who we built Karta for,” said Freddy Juez, CEO and Founder of Karta. “They expect a premium experience when it comes to their investments, and now they can enjoy that same level of service when they spend, travel, or need assistance anywhere in the world. The partnership with Insigneo reaffirms our vision of providing valuable products and services to a truly global audience that appreciates both innovation and excellence.”

The Insigneo x Karta card was officially unveiled earlier this month at Insigneo’s Sunset Party in Punta del Este, Uruguay, an exclusive event that brought together the firm’s network of investment professionals, clients, and partners.

The new offering represents an important milestone in Insigneo’s drive to provide a comprehensive financial ecosystem that supports how clients live, invest, travel and spend across borders. By leveraging technology and strategic partnerships to deliver value beyond traditional wealth management, Insigneo continues to differentiate itself, understanding client needs and delivering holistic solutions that enhance their overall experience.

About Insigneo
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $30 billion* in supported client assets, Insigneo empowers more than 300 investment professionals and over 65 institutional firms serving more than 33,000 active clients. For more information, visit www.insigneo.com.
(*as of Q1 2026)

About Karta
Karta is a U.S.-issued premium charge card platform designed for globally mobile, high-net-worth individuals with assets held in U.S. brokerage and banking institutions. Through partnerships with private financial institutions, Karta provides international clients with access to a premium charge card offering global acceptance, no foreign transaction fees, Priority Pass Select™ airport lounge access, and a rewards program that allows cardholders to redeem points with airlines and hotels, among other benefits.
Karta delivers a concierge-led experience supported by 24/7 multilingual service via WhatsApp, combining technology and personalized support to serve an international clientele with complex, cross-border lifestyles. Headquartered in Miami with operations in São Paulo, Brazil, Karta is backed by Canary, Clocktower, and FJ Labs. For more information, visit www.conkarta.com.

Miami, FL – November 11, 2025

Insigneo was honored with three major distinctions at the 2025 International Wealth Management Awards hosted by Citywire, a leading industry publication. Winners were announced on Thursday, November 6, during an exclusive ceremony held in Miami, FL.

The awards celebrate outstanding achievements across the global wealth management sector — spanning corporate performance, individual excellence, and high-performing investment teams in the offshore space.

Under the corporate category, Insigneo was named Best International Platform of 2025 — recognizing the firm’s commitment to innovation, technology, and an advisor-first model, alongside its robust cross-border capabilities.

Two additional distinctions spotlighted the strength of Insigneo’s network of investment professionals: Minerva A. Santos, Managing Director at Insigneo, was named Best Wealth Manager – Texas for the second consecutive year, honoring her exceptional client service and market leadership. DM Wealth Management, a women-led team within the Insigneo network, received the award for Best Women-Led Team, acknowledging their excellence and growing influence in the industry.

Two additional distinctions spotlighted the strength of Insigneo’s network of investment professionals:

• Minerva A. Santos, Managing Director at Insigneo, was named Best Wealth Manager – Texas for the second consecutive year, honoring her exceptional client service and market leadership.
• DM Wealth Management, a women-led team within the Insigneo network, received the award for Best Women-Led Team, acknowledging their excellence and growing influence in the industry.

“These awards are a powerful reflection of the people who bring Insigneo to life,” said Javier Rivero, President & COO. “From platform innovation to local leadership and team excellence, we’re proud of the professionals who represent our values and elevate the client experience every day.”

These new wins build on the firm’s momentum from last year, when Insigneo was named 2024 Best Independent Wealth Manager, with additional awards for Minerva A. Santos (Best Wealth Manager – Texas) and Tenet Global Advisors (Team Excellence Award).

Two additional distinctions spotlighted the strength of Insigneo’s network of investment professionals:

• Minerva A. Santos, Managing Director at Insigneo, was named Best Wealth Manager – Texas for the second consecutive year, honoring her exceptional client service and market leadership.
• DM Wealth Management, a women-led team within the Insigneo network, received the award for Best Women-Led Team, acknowledging their excellence and growing influence in the industry.

The strategic acquisition will bolster Insigneo’s assets under management by over $4 billion and add key advisory teams to its platform.

Miami, FL – Oct 21, 2025

Insigneo Financial Group, a leading U.S.-based international wealth management firm, today announced it has agreed to acquire the client accounts of Miami-based wealth management and institutional brokerage firm VectorGlobal Wealth Management Group (“VectorGlobal WMG”) and its Registered Investment Advisor (“VectorGlobal IAG”). The transaction is subject to customary regulatory approvals and is expected to close in Q1 2026. Terms of the transaction were not disclosed.

The acquisition will include the transfer of over $4 billion in client assets from Chile, Mexico, Colombia, Ecuador, Peru, Venezuela, the United States, and Canada, which would allow Insigneo to approach $35 billion in total client assets. VectorGlobal investment professionals and selected support staff will be offered positions within Insigneo.

Additionally, the transaction includes a three-year referral agreement between Insigneo and Casa de Bolsa Finamex for the referral and servicing of Finamex’s offshore customer accounts, recently acquired from Vector Casa de Bolsa.

“This transaction represents an important milestone as we carry out Insigneo’s growth strategy,” said Raul Henriquez, Insigneo’s CEO and Chairman of the Board. “With this acquisition, we will reinforce and expand our geographical footprint, strengthen our team to better serve our clients, and reaffirm our firm’s commitment to Latin America.”

“For more than 30 years, VectorGlobal has proudly served Latin American investors through a culture of excellence, ethics, and trust,” said Edgardo Cantu, Member of the Board of VectorGlobal. “We are confident that this transition will further strengthen the opportunities available to our clients and teams, under an institution that shares the same values and long-term vision.”

Insigneo’s Commitment to Latin America

The acquisition represents another key step in Insigneo’s growth trajectory, marking its third major transaction since 2022 — following the acquisition of Citi’s international businesses in Puerto Rico and Uruguay (2022), and the integration of PNC’s offshore accounts serving Mexican clients (2023).

The firm recently launched Alia 2.0, a proprietary multi-custody digital platform designed to streamline daily operational processes and enhance advisor productivity.

About Insigneo

Insigneo is a U.S.-based international wealth management firm that offers services and technology designed to empower investment professionals in serving their global clients. Through personalized client solutions, and advisor-centric service platform, Insigneo provides a fully integrated, world-class wealth management platform.

Insigneo supports approximately 280 investment professionals and 68 institutional firms serving more than 32,000 clients globally.

About VectorGlobal

VectorGlobal is a group of financial companies, including a brokerage firm and a Registered Investment Advisor. VectorGlobal was founded 32 years ago, devoted to providing Latin American investors and institutional clients with high quality services. Headquartered in Miami, FL, with offices and alliances in the United States, Canada, Chile, Colombia, Ecuador, Peru and Venezuela, the firm supports more than 6,000 clients and over US$4 billion in assets under management. Over its history, VectorGlobal has established a reputation for professional excellence, integrity, and a personalized approach driven by regionally savvy investment advisors.

The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.

Miami, FL – September 4th, 2025 – Insigneo, a leading global wealth management firm, has officially launched Alia 2.0, a next-generation technology platform designed to streamline and modernize the way investment professionals manage their practices. This proprietary solution brings together important elements of the advisor workflow into one cohesive digital environment, empowering users with greater clarity, control, and efficiency.

Originally introduced in November of 2022 as a web-based financial services CRM for portfolio visibility and onboarding, Alia has since evolved into a strategic technology ecosystem that now powers core operations across Insigneo’s global network. The launch of Alia 2.0 marks a significant milestone in that evolution, delivering new capabilities and laying the foundation for future innovation.

Unlike legacy systems that force advisors to toggle between fragmented platforms, Alia 2.0 was built to eliminate the “swivel chair” by providing a unified advisor experience. Through single sign-on access, advisors can now manage client onboarding and servicing across custodians, compliance, and execution, from a centralized workspace. The platform integrates best-in-class technologies, including tools for real-time data validation, automated workflows, and configurable dashboards, curated and embedded to align with the evolving needs of today’s investment professionals.

“As the wealth management industry becomes more complex, the need for purposeful, integrated technology has never been greater,” said Javier Rivero, President and Chief Operating Officer at Insigneo. “With Alia 2.0, we’re delivering a powerful platform that supports financial professionals in their day-to-day, enhancing transparency, increasing speed, and strengthening the advisor-client relationship at every step.”

Multi-custody functionality is at the heart of the Alia 2.0 experience, offering advisors seamless visibility across accounts and custodians. Designed with scalability in mind, the platform will continue to evolve in the coming months with additional features focused on account opening, third-party integrations, and portfolio-level insights, ensuring Alia 2.0 remains a future-ready solution for a rapidly shifting industry.

“Alia 2.0 is a purpose-built platform that removes complexity and delivers precision,” said Vikas Saxena, Chief Technology Officer at Insigneo. “Supported by Salesforce and integrated with applications like Orion, Luma and InEx Trade, Alia creates a single workspace where advisors can open accounts, manage compliance (including KYC and AML), track SLAs, and deliver client-ready reports—all from one location. It’s not just a system; it’s an ecosystem designed to grow with the advisor.”

With the launch of Alia 2.0, Insigneo reaffirms its long-term commitment to investing in technology that empowers financial professionals. More than a platform, Alia 2.0 represents the firm’s belief that better tools lead to enhanced practice management and better outcomes for clients.

About Insigneo
Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $27.4B* in supported customer assets, Insigneo empowers more than 300 investment professionals and 65 institutional firms serving over 32.000 clients.. For more information, visit www.insigneo.com

(*) as of Q2 2025