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Integration adds nearly $4 billion in client assets, bringing Insigneo to $37 billion in total supported assets and further expanding its footprint across the Americas.read more
Insigneo unveils new version of its brand, highlighting its accelerated growth across the Americasread more
Insigneo, an international wealth management firm, today announced a strategic partnership with Alius Capital Partners to establish a dedicated real estate vertical on its platform.read more
The integration streamlines tools for faster fund analysis, portfolio construction, and proposal development across Insigneo’s proprietary Alia platform.read more
Insigneo, 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.read more
Insigneo was honored with three major distinctions at the 2025 International Wealth Management Awards hosted by Citywire, a leading industry publication.read more
The strategic acquisition will bolster Insigneo’s assets under management by over $4 billion and add key advisory teams to its platform.read more
The firm introduces a fully integrated tech solution that redefines how financial professionals manage client relationships, portfolios, and compliance.read more
Kicking off our Citywire International Wealth Management Awards video series, we interview Raul Henriquez, founder and CEO of Insigneo.read more
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
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
