INSIGNEO

insigneo-logo

Insigneo is a leading international wealth management firm that empowers independent investment professionals

#SimilarOrganizations #People #Financial #Website #More

INSIGNEO

Social Links:

Industry:
Advice Asset Management Finance Trading Platform Wealth Management

Founded:
2017-01-01

Address:
Miami, Florida, United States

Country:
United States

Website Url:
http://www.insigneo.com

Total Employee:
51+

Status:
Active

Contact:
+1 305 373 9000

Email Addresses:
[email protected]

Total Funding:
100.8 M USD

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress


Similar Organizations

beam-wealth-advisors-logo

Beam Wealth Advisors

Beam Wealth Advisors offers accounting, financial, business, estate & retirement planning as well as asset & investment management services.

enright-mollin-cascio-ramusevic-logo

Enright, Mollin, Cascio & Ramusevic

Enright, Mollin, Cascio & Ramusevic is a financial advisory firm that offers retirement planning, investment, and asset management services.

legacy-strategic-asset-management-logo

Legacy Strategic Asset Management

Legacy Strategic Asset Management specializes in offering retirement planning, wealth management and consulting services.

post-oak-investment-management-logo

Post Oak Investment Management

Post Oak Investment Management offers investment, wealth management, asset allocation, financial solution & investment advisory services.

rp-american-brokers-logo

Rp American Brokers

Rp American Brokers provides financial and asset management services.

sonoma-wealth-advisors-logo

Sonoma Wealth Advisors

Sonoma Wealth Advisors provides investment, asset and wealth management, planning and advisory services for businesses and institutions.

Current Employees Featured

guillermo-acosta_image

GUILLERMO ACOSTA
GUILLERMO ACOSTA Managing Director @ Insigneo
Managing Director
1996-01-01

miguel-cauvi_image

Miguel Cauvi
Miguel Cauvi Managing Director @ Insigneo
Managing Director
2015-01-01

raul-henriquez_image

Raul Henriquez
Raul Henriquez CEO @ Insigneo
CEO
2017-01-01

daniel-m-schwartz_image

Daniel M. Schwartz
Daniel M. Schwartz Managing Director @ Insigneo
Managing Director
2017-08-01

not_available_image

Maribel Vaillant
Maribel Vaillant Chief Operations Officer @ Insigneo
Chief Operations Officer

not_available_image

Helen Lumpuy
Helen Lumpuy Chief Compliance Officer @ Insigneo
Chief Compliance Officer

Founder


raul-henriquez_image

Raul Henriquez

Acquisitions List

Date Company Article Price
2022-08-01 Citi Asesores de Inversion Citi Asesores de Inversion acquired by Insigneo N/A
2022-08-01 Citi International Financial Services Citi International Financial Services acquired by Insigneo N/A

Investors List

j-c-flowers-co_image

J.C. Flowers & Co.

J.C. Flowers & Co. investment in Private Equity Round - Insigneo

sankaty-advisors_image

Bain Capital Credit

Bain Capital Credit investment in Private Equity Round - Insigneo

sankaty-advisors_image

Bain Capital Credit

Bain Capital Credit investment in Debt Financing - Insigneo

Official Site Inspections

http://www.insigneo.com Semrush global rank: 4.3 M Semrush visits lastest month: 2.67 K

  • Host name: 249.73.208.35.bc.googleusercontent.com
  • IP address: 35.208.73.249
  • Location: Mountain View United States
  • Latitude: 37.4043
  • Longitude: -122.0748
  • Metro Code: 807
  • Timezone: America/Los_Angeles
  • Postal: 94043

Loading ...

More informations about "Insigneo"

Financial Group - Insigneo

Insigneo makes it simpler for investment professionals and their clients globally. Access to market guidance, innovative solutions, expert teams, and streamlined processes, designed to provide โ€ฆSee details»

Insigneo Securities LLC - NetXInvestor

Insigneo Securities 1221 Brickell Ave, PH Floor Miami, FL 33131 [email protected] 305-373-9000See details»

Insigneo - Crunchbase Company Profile & Funding

Insigneo is an international wealth management firm that provides a comprehensive suite of services and technology to independent investment professionals around the world. It is โ€ฆSee details»

Financial Group - Insigneo

We are a financial services group relentlessly focused on your success and prosperity. We pioneered the independent model and we are evolving again to partner for success with our โ€ฆSee details»

Insigneo Financial Group - YouTube

Insigneo manages over 18 billion in client assets with a growing list of over 400 financial advisors, serving more than 30,000 clients globally. Insigneo is an international leader in independent ...See details»

Flexibility and unparalleled - Insigneo

A cohesive, single risk organization Legal and Compliance with a proper and balanced risk-reward equation. Our Self-Regulatory Organization as your ... Insigneo Financial Group collectively โ€ฆSee details»

Insigneo - Funding, Financials, Valuation & Investors - Crunchbase

Insigneo is funded by 2 investors. J.C. Flowers & Co. and Bain Capital Credit are the most recent investors. Insigneo has acquired 2 organizations. Their most recent acquisition was Citi โ€ฆSee details»

Insigneo Financial Group Company Profile - Craft

Insigneo Financial Group is a company that provides financial and investment management services. It offers assets and cash management, alternative investment and financial planning โ€ฆSee details»

Insigneo - Contacts, Employees, Board Members, Advisors & Alumni

Insigneo is a leading international wealth management firm that empowers independent investment professionalsSee details»

Insigneo Financial Group - Leadership Team - The Org

The Leadership Team at Insigneo Financial Group is responsible for setting the strategic direction of the firm, ensuring operational excellence, and fostering innovation within the financial โ€ฆSee details»

Insigneo Partners with Luma Financial Technologies to Upgrade ...

1 day ago MIAMI, April 01, 2025--Insigneo, an international wealth management firm at the forefront of advisor-centric innovation, has partnered with Luma Financial Technologies โ€ฆSee details»

Insigneo - Overview, News & Similar companies | ZoomInfo.com

Jun 12, 2022 Insigneo is committed to five strategic objectives: To achieve scientific and technological excellence in research, development and innovation prog rammes. To promote โ€ฆSee details»

Leadership Team - Team at Insigneo - The Org

Insigneo's Leadership Team includes Jim Wild and 4 others. Edit team. Team members. Alex Wilkinson Commercialisation Manager. Andrew Narracott Scientific Director of Operations. โ€ฆSee details»

Insigneo strengthens its Network by adding former Merrill Lynch โ€ฆ

Fluent in both Spanish and English, Diaz is well-prepared to extend Insigneoโ€™s personalized wealth management approach to the Latin American market. โ€œIt is with great pleasure that I โ€ฆSee details»

Insigneo Moves its Headquarter Offices into a Penthouse in โ€ฆ

Mar 3, 2021 Insigneo is officially moving its headquarter offices to reside in the penthouse of 1221 Brickell Avenue (Miami), โ€œright in the heart of Brickellโ€™s fast-growing financial districtโ€, โ€ฆSee details»

Insigneo Recruits Former Merrill Lynch Advisor to Strengthen its ...

Nov 4, 2024 Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally.See details»

Insigneo Recruits Former Merrill Lynch Advisor to Strengthen its โ€ฆ

MIAMI, November 05, 2024--Insigneo, a prominent name in wealth management, announces the addition of Esteban Diaz as Senior Vice President to its expanding network. Diaz joins โ€ฆSee details»

Insigneo to Receive $100 Million Investment Led by Bain Capital โ€ฆ

Jun 13, 2022 Insigneo Financial Group announced today that Bain Capital Credit and J.C. Flowers & Co. LLC, with participation from private investors, have agreed to make a significant โ€ฆSee details»

Insigneo | Insigneo Financial Group

We are a financial services group relentlessly focused on your success and prosperity. We pioneered the independent model and we are evolving again to partner for success with our โ€ฆSee details»

Insigneo client assets surge 26% driven by M&A and recruitment

Jan 2, 2024 Insigneoโ€™s client assets under management (AUM) increased by over 26% in 2023 following its acquisition of a new brokerage business and the addition of dozens of new โ€ฆSee details»

linkstock.net © 2022. All rights reserved