Insigneo

Insigneo is a leading international wealth management firm specializing in serving investment professionals and their clients globally. Established in 2017, the company provides a comprehensive suite of services and technologies designed to simplify global investment. Insigneo boasts a strong global footprint, with offices in Miami, New York, Coral Gables, Houston, Laredo, San Antonio, San Diego, Puerto Rico, Uruguay, Chile, Argentina, and Colombia, allowing it to provide localized expertise and support across various jurisdictions. The company is known for its commitment to innovation, offering a streamlined process, trusted financial professionals, and cutting-edge technologies, all while prioritizing a personalized, client-centric experience.

Insigneo has a proven track record of success, having grown rapidly through strategic acquisitions, including PNC’s Latin American Brokerage and Advisory Business, Puerto Rico-based broker-dealer Citi International Financial Services, LLC (CIFS), and Citi Asesores de Inversion Uruguay S.A. (Citi Asesores). These acquisitions have further solidified Insigneo’s position as a global leader in wealth management, enabling it to expand its reach and provide a wider range of services to its clients. The company's dedication to client satisfaction, coupled with its robust technology and experienced management team, positions Insigneo for continued growth and success in the evolving global financial landscape.

Insigneo Financial Group is a leading international wealth management firm committed to simplifying the global investment process for both investment professionals and their clients. They provide a comprehensive suite of services and technologies that empower investment professionals to serve their clients globally, including advisory, investment management, market research, and white-glove service. Insigneo is distinguished by its strong global footprint, multilingual and multicultural expertise, and commitment to delivering a personalized experience that maximizes financial well-being and quality of life for its clients.

Insigneo promotes a service-driven culture, emphasizing simplicity, innovation, and client-centricity. The company strives to foster a friendly and collaborative environment where employees are encouraged to actively listen to clients, create change together, and aim higher. This culture is reflected in their approach to investing, which is straightforward and designed to optimize wealth while providing peace of mind.