Insigneo

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%.

Name

Insigneo

Legal name

Insigneo Financial Group, LLC

Website

https://insigneo.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

51–100 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

Product category

International Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro industry

PRIMARYFSAAABAB

Offshore & International Private Banking

Financial & Insurance/Asset & Wealth Management/Private Banking & HNW/UHNW Wealth Management

SECONDARYFSAEAAAN

Private Client/High-Net-Worth Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAAACAG

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• International wealth management
• Multi-custody platform
• Investment advisory services
• Cross-border wealth planning
• Discretionary portfolio management

Headquarters

HQ city

Miami

HQ country

United States

HQ region

North America

Offices13 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. Brokerage Commissions: Transaction-based commissions and markups charged on brokerage accounts for trades and transactions executed.
3. 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.
4. Structured Products: Revenue from customized non-traditional financial instruments built through Insigneo's internal desk with access to investment-grade issuers.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core 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

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature5 records

Partnerships

Nine partnerships are on record, tiered minor, major and core.

• LLYCminorStrategic or Co-development Partner · 15 May 2026Global communications consultancy partnership for brand refresh and new brand identity development, anchored by tagline 'Your Passport to Possibilities.'
• Alius Capital PartnersmajorStrategic or Co-development Partner · 20 April 2026Strategic 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 or Co-development Partner · 27 January 2026Strategic 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)minorChannel Partner/ Reseller/ Distributor · 17 November 2025Founding 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 FinamexminorChannel Partner/ Reseller/ Distributor · 21 October 2025Referral agreement with Casa de Bolsa Finamex as part of VectorGlobal acquisition, strengthening Insigneo's footprint in Latin America.
• BNY PershingcoreTechnology or Integration · 1 January 199035+ 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.
• UBSmajorTechnology or IntegrationMulti-custody partnership with UBS as an alternative custodian alongside BNY Pershing, providing flexibility for client asset custody.
• Charles SchwabmajorTechnology or IntegrationMulti-custody partnership with Charles Schwab as a custodian option for client asset custody and global market access.
• Goldman SachsmajorTechnology or IntegrationMulti-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

Direct 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries7 records

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insigneo