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.read more
Insigneo in the news
Access our latest press releases, official announcements, and media resources to stay informed about our latest strategic developments and organizational milestones.
Download Media Kit >>
-
-
Insigneo Celebrates Strategic Expansion with Acquisition of Riva Darno S.A. and Welcomes Sebastian Ballester in a New Advisory Role
Over the past year, Insigneo has been taking steps to shore up its leadership team to help its expansion efforts. In May, the group hired Alfredo Maldonado to lead its business in New York and later recruited Carlos Mejia for the newly created role of head of M&A in September and Michael Averett as chief revenue officer was also part of this initiative.read more
-
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.read more
-
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
-
‘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
-
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
-
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
-
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
-
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
-
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
-
‘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
-
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
