Insigneo introduces proprietary ‘Alia’ web-based platform.
Enabling investment professionals to manage client portfolios more effficiently. Alia is Part of Insigneo’s Commitment to Invest in Best-of-Breed Technology Solutions.read more
Insigneo in the news
Access our most recent press releases, official announcements, and media resources to stay informed on our latest strategic developments and organizational milestones.
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‘Citi deal was not a one-off’: Insigneo CEO plans more acquisitions in M&A push
‘It probably should be seen as more of a starting point,’ said Insigneo’s chairman and CEO Raul Henriquez. ‘It served both as a catalyst to pique the interest of institutional capital as well as the logical reason why we would or should tap on their doors.’read more
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Insigneo lights up the Brickell skyline with its brand-new high-tech Insigneo sign
Today, Miami being one of the coolest and most thriving cities in America, it was a great honor to have Mayor Francis X. Suarez light up the Brickell skyline with its brand-new high-tech Insigneo sign atop an iconic building. A truly humbling moment.read more
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Citi and Insigneo Complete Sale of Citi’s International Personal Bank Business in PR and UY
Insigneo acquired Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS) and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores).read more
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Fast-Growing Independent Wealth Platform, to Receive $100 Million Investment
Led by Bain Capital Credit and J.C. Flowers, with participation from private investors, have agreed to make a significant minority investment of $100 million in the Company. The capital will be used to accelerate Insigneo’s growth and expansion strategy.read more
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Insigneo Hosts Office Launch Event in NYC
Insigneo, the rapidly growing Miami-based Independent broker-dealer and Registered Independent Advisory (RIA) firm, has opened its doors at their new office location in Madison Ave, NYC.read more
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Female-Led Team Managing $800MM Joins Insigneo From Wells Fargo
Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated a new team of leading financial advisors who formed Green Grove Wealth Management.read more
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‘We’re not taking our foot off the gas’: Insigneo aims to recruit over 30 new advisors
Insigneo reclutará más de 30 nuevos Asesores Financieros como parte de su estrategia de crecimiento, lo cual podrá resultar en la apertura de nuevas oficinas en mercados clave para clientes offshore en Estados Unidos.read more
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Insigneo partners with $30bn firm to launch PE fund range
Insigneo Financial Group has joined forces with Boston-based investment firm SCS Financial to build its first range of private equity fund of funds.read more
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Insigneo to Move Into Transformed Brickell Penthouse Offices
The offices will reside on the penthouse of the class-A building, and the floor below it, representing a total of more than 27,047 square feet. This move comes while the company is experiencing a strong period of sustained growth, at a very rapid pace.read more
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Cheddar News: Disney, Airbnb Earnings Cap Off Rocky Week on Wallstreet with Ahmed Riesgo
There were many important earnings reports to close out the week. Ahmed Riesgo, Chief Investment Strategist at Insigneo, joined Cheddar to discuss.read more
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The path to independence
‘They don’t want to go to another wirehouse that then tells them they’ve decided that they no longer like international clients or that they’re no longer going to serve a particular jurisdiction.’ said Daniel de Ontañon, CEO of Miami- based Insigneo Financial Group, the largest independent advisor platform catering solely to international advisors.read more
