Insigneo
Insigneo is a Miami-headquartered international wealth management firm serving approximately 32,000 high-net-worth clients across the Americas with $37 billion in AUM, offering investment management, advisory, structured products, and banking through a network of 500+ Investment Professionals.
- Company typePrivate
- Founded2017
- HeadquartersMiami, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Insigneo does
Insigneo is a privately held international wealth management firm headquartered in Miami, Florida, serving approximately 32,000 high-net-worth clients across the Americas through a network of 500+ Investment Professionals operating from 12+ offices in the United States, Puerto Rico, Uruguay, Argentina, Chile, Colombia, and Canada. The firm holds $37 billion in client assets under management as of June 2026 and offers discretionary managed portfolios (I-Maps across eight risk-based models), separately managed and unified managed accounts, structured products built through an in-house desk, alternative investments via iCapital and CAIS, and banking/credit solutions including the Karta premium Visa Infinite charge card and Corestone cash management. Insigneo targets international HNW individuals and families with cross-border wealth structures, multi-jurisdictional tax and estate needs, typically with $100,000+ in investable assets, and also serves as a platform for independent financial advisors seeking institutional infrastructure and competitive payouts of up to 85%.
Insigneo firmographics
Firmographics- Name
- Insigneo
- Legal name
- Insigneo Financial Group, LLC
- Website
- https://insigneo.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Insigneo is a Miami-headquartered international wealth management firm serving approximately 32,000 high-net-worth clients across the Americas with $37 billion in AUM, offering investment management, advisory, structured products, and banking through a network of 500+ Investment Professionals.
- Ownership category
- akta.pro rank
Insigneo industry classification
Industry- Product category
- International Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Offshore & International Private Banking (FSAAABAB)
- akta.pro secondary industries
- Private Client/High-Net-Worth Advisory (FSAEAAAN), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Insigneo is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices13 records
Markets served
Insigneo business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees on AUM: Advisory fees charged on assets under management for advisory accounts. Clients pay management fees on mutual and other fund vehicles, and advisory fees on assets under management for advisory accounts.
- Brokerage Commissions: Transaction-based commissions and markups charged on brokerage accounts for trades and transactions executed.
- Integration and Platform Fees: Fees generated through acquired client accounts from major acquisitions including Citi International Wealth Management, PNC International Wealth Management, and VectorGlobal WMG.
- Structured Products: Revenue from customized non-traditional financial instruments built through Insigneo's internal desk with access to investment-grade issuers.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisory accounts with $100,000 minimum investment |
| Subscription | Annual | I-Maps accounts with $50,000 minimum investment |
| Other | Multi-year contract | Investment Professional Payout Model |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
Insigneo product offering
Product offeringCore offering
Insigneo provides personalized international wealth management services through a network of 500+ independent investment professionals, offering multi-custody advisory accounts, brokerage, discretionary managed portfolios (I-Maps), structured products, alternative investments, and banking solutions to cross-border high-net-worth individuals and families across the Americas. The firm supports its advisors with the proprietary Alia 2.0 practice management and reporting platform, while delivering client-facing tools such as the Insigneo Connect mobile app.
Product overview
Insigneo is an international wealth management firm offering a unified platform for investment professionals serving international clients. The core product is the Alia 2.0 platform, a proprietary all-in-one practice management system with multi-custody capabilities, CRM, and reporting through Orion and Addepar integrations. Key products include I-Maps (Insigneo Multi-Asset Portfolios) for discretionary managed portfolios, Separately Managed Accounts (SMAs), Unified Managed Accounts (UMAs), and structured products built through an internal desk. The firm also provides alternative investments access via iCapital and CAIS, banking solutions including Karta premium charge cards and Corestone cash management, and mobile access through Insigneo Connect. The platform supports over $37 billion in assets under management.
Differentiator
Problem solved
Functional benefit
Brands
- Alia 2.0: Proprietary all-in-one platform for practice management, multi-custody reporting, CRM, and consolidated client insights combining Orion and Addepar.
- Insigneo Connect
- I-Maps (Insigneo Multi-Asset Portfolios)
- Karta
Products and services
- Alia 2.0 Proprietary all-in-one practice management platform offering multi-custody onboarding and execution, built-in CRM, workflow automation, portfolio construction, and consolidated reporting for investment professionals serving international clients.
- I-Maps (Insigneo Multi-Asset Portfolios) Discretionary managed portfolios across eight risk-based models available to clients with a minimum investment of $50,000 for I-Maps accounts.
- Separately Managed Accounts (SMAs) Separately managed accounts including specialized fixed income SMAs available in four styles based on client investment profile.
- Unified Managed Accounts (UMAs) Accounts combining multiple strategies within a single account for consolidated management of diversified portfolio mandates.
- Structured Products Customized non-traditional financial instruments built through Insigneo's internal desk with direct access to investment-grade issuers, including principal-protected, yield-enhanced, and market-linked strategies.
- Alternative Investments Access Institutional-grade private market access for clients via iCapital and CAIS, spanning private equity, private credit, hedge fund strategies, real assets, and infrastructure.
- Karta Premium Visa Infinite Charge Card Premium Visa Infinite charge card for international clients, providing U.S. credit access and global rewards, offered through a strategic partnership with fintech firm Karta.
- Corestone Cash Management Integrated cash management and checking through BNY Pershing, including a Visa debit card with worldwide access.
- Insigneo Connect Mobile App Mobile application for clients to access and monitor their investments on the go, available on Apple App Store and Google Play Store.
- Fund@mental Fund Analysis Tool Fund analysis and portfolio construction tool integrated into the Alia platform to streamline investment proposal development for advisors.
Quantifiable outcome
- Total supported client assets increased from $13 billion (2022) to $37 billion (2026)
- +3 more outcomes
Companies that use Insigneo
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Insigneo technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
Feature5 records
Insigneo partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor, major and core.
- LLYCminorGlobal communications consultancy partnership for brand refresh and new brand identity development, anchored by tagline 'Your Passport to Possibilities.'
- Alius Capital PartnersmajorStrategic partnership to establish a dedicated real estate vertical on Insigneo's platform, providing curated institutional real estate investment opportunities to the private wealth ecosystem.
- KartaminorStrategic partnership to launch Karta premium Visa Infinite charge card for international clients, providing U.S. credit access and global rewards for high-net-worth clients.
- The Americas Financial Group (José Cabrera Sr. team)minorFounding member team of $6 billion from Raymond James joining Insigneo, expanding presence in key international markets through leverage of Insigneo's infrastructure and custodial relationships.
- Casa de Bolsa FinamexminorReferral agreement with Casa de Bolsa Finamex as part of VectorGlobal acquisition, strengthening Insigneo's footprint in Latin America.
- BNY Pershingcore35+ year strategic partnership with BNY Pershing for custody, operations, and clearing services. Assets safeguarded by BNY Pershing with $2.8 trillion in client assets under administration.
- UBSmajorMulti-custody partnership with UBS as an alternative custodian alongside BNY Pershing, providing flexibility for client asset custody.
- Charles SchwabmajorMulti-custody partnership with Charles Schwab as a custodian option for client asset custody and global market access.
- Goldman SachsmajorMulti-custody partnership with Goldman Sachs as a custodian option for client asset custody and investment access.
Scale indicators10 records
Recent moves7 records
Expansion highlights7 records
Insigneo competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: Sanctuary Wealth is a partner-owned RIA platform that recruits breakaway advisors and teams from wirehouses, offering ownership, payouts, and institutional infrastructure. Highly comparable to Insigneo's advisor-recruitment, multi-custody platform model serving HNW clients.
- Dynasty Financial Partners: Dynasty provides technology, compliance, and investment platform services to breakaway advisors and independent RIAs, with a focus on HNW and ultra-HNW practices. Directly comparable to Insigneo on platform model, advisor ownership economics, and HNW client focus.
- HighTower Advisors: HighTower is an independent advisor platform serving HNW and ultra-HNW clients through advisor-owned teams with institutional support. Comparable to Insigneo's model of empowering independent advisors with multi-custody infrastructure and ownership economics.
- Focus Financial Partners: Focus is a leading partnership of independent RIAs serving HNW clients, with significant international and cross-border wealth management exposure. Highly comparable to Insigneo on RIA roll-up model, HNW client focus, and PE-backed growth strategy.
- Cetera Financial Group: Cetera is a privately held wealth management platform serving independent advisors with broker-dealer, RIA, and custody services. Directly comparable to Insigneo on the advisor-platform business model and HNW client focus.
- Kestra Financial: Kestra Financial is a privately held wealth management platform serving independent financial advisors with broker-dealer and RIA services, including a dedicated international HNW segment. Closely comparable to Insigneo on platform model and international HNW focus.
- Mercer Advisors: Mercer Advisors is a national RIA serving HNW households with financial planning, investment management, and tax services through a roll-up of regional advisor practices. Comparable to Insigneo on RIA platform model, HNW focus, and PE-backed acquisition strategy.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a national RIA platform serving HNW and ultra-HNW clients, with significant international wealth management capabilities and a PE-backed acquisition strategy. Closely comparable to Insigneo on HNW focus, international reach, and roll-up playbook.
Broad incumbents
- LPL Financial: LPL Financial is the largest independent broker-dealer and RIA platform in the US, serving thousands of financial advisors with institutional infrastructure, custody, and technology. Broader incumbent with overlapping platform capabilities to Insigneo's Alia 2.0 environment, though less focused on international HNW.
- Raymond James (Private Client Group): Raymond James is a large diversified financial services firm with a substantial Private Client Group serving HNW clients and a meaningful international wealth business. Comparable to Insigneo on HNW advisory, multi-custody, and international scope, though much larger and more diversified.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Insigneo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insigneo leadership team
Management profileNumber of profiles
Profiles15 records
Insigneo subsidiaries and ownership
Company hierarchySubsidiaries7 records
Insigneo funding detail
Funding detailFunding overview
Funding rounds3 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insigneo M&A and investment
M&A and investmentM&A2 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insigneo
What does Insigneo do?
Insigneo provides personalized international wealth management services through a network of 500+ independent investment professionals, offering multi-custody advisory accounts, brokerage, discretionary managed portfolios (I-Maps), structured products, alternative investments, and banking solutions to cross-border high-net-worth individuals and families across the Americas. The firm supports its advisors with the proprietary Alia 2.0 practice management and reporting platform, while delivering client-facing tools such as the Insigneo Connect mobile app.
Is Insigneo a public or private company?
Insigneo is a private company. It is classified as private equity controlled and is currently operating.
When was Insigneo founded?
Insigneo was founded in 2017. It employs 251 to 500 people.
Where is Insigneo based?
Insigneo is headquartered in Miami, United States, in the North America region.
How does Insigneo make money?
Four revenue lines are on record. Advisory Fees on AUM is the primary driver. The others are brokerage Commissions, integration and Platform Fees and structured Products.
Who are Insigneo's main competitors?
Direct peers on record are Sanctuary Wealth, Dynasty Financial Partners, HighTower Advisors, Focus Financial Partners, Cetera Financial Group, Kestra Financial, Mercer Advisors and Mariner Wealth Advisors. Broad incumbents are LPL Financial and Raymond James (Private Client Group).
Does Insigneo have an API?
No public API is recorded for Insigneo.
What industry is Insigneo in?
Insigneo's product category is International Wealth Management. Its primary akta.pro industry code is FSAAABAB, Offshore & International Private Banking, with a secondary code of FSAEAAAN, Private Client/High-Net-Worth Advisory. Its NAICS code is 52394 and its SIC code is 6282.