LP 30BI

Empowering advisors.
Trusted by clients.

With 30BN in assets, Insigneo offers the stability of scale and the flexibility of independence, backed by an international focus with a strong commitment to the Latin American markets.

SEE HOW YOU CAN GROW WITH US
  • Customized Client Service
  • Autonomy and Flexibility
  • A la Carte Tools and Resources
  • Access to Global Markets
  • Client-Centric Focus
  • Multicultural Experts
  • Technology Infrastructure
+30 Billion supported client assets*

+280 Staff members

*as of Q3 2025

Our History
Since 1985, our journey has been marked by strategic choices, mergers and acquisitions.
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Insigneo Journey of Excellence
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United States
Puerto Rico
Colombia
Uruguay
Chile
Argentina
Established in the US, serving clients across the world
We have a unique understanding of global jurisdictions and how to efficiently work within their complex frameworks to achieve goals and maximize your financial success.

With teams based in the U.S. and across Latin America, we ensure clients —and their wealth —are understood, respected, and supported on a deeper level.
Insigneo presence across the Americas
San Diego
San Antonio
Houston
Laredo
Miami (Headquarters)
New York
Coral Gables
Puerto Rico
Colombia
Chile
Uruguay
Argentina

A Global Commitment to Our Clients,

We don’t just say it. We deliver on it.

A Global Commitment to Our Clients,

We don’t just say it.

We deliver on it.

Innovative financial solutions for domestic and offshore investment professionals and their global clients.
Broader Range of Products and Solutions, Client-Centric Focus & Technology Infrastructure.

Experience Excellence
with Leading Global Custodians
Access different custodians to better allocate your assets depending on your needs and jurisdiction.
Top-tier global custodians such as Bank of New York / Pershing – one of the oldest banking institutions in the world – with whom we’ve proudly maintained a strong partnership for over three decades.

Integrated

Financial Solutions

and Capabilities

We empower independent investment professionals with innovative state-of-the-art resources to protect and grow their clients’ global wealth.
Fixed Income

Fixed Income

Access advanced platforms and tools designed to deliver fast, secure, and efficient trading across global markets.

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ETF and Mutual Funds

Diversify portfolios with a wide range of ETFs and mutual funds backed by trusted managers worldwide.

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Alternatives

Explore private equity, hedge funds, and real assets to complement traditional investment strategies.

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Advisory Services

Receive personalized advice and planning solutions tailored to clients’ goals and financial needs.

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Structured Products

Customize strategies with innovative structured products designed to balance risk and return.

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Multi-Custody

Operate seamlessly with flexible custody solutions across multiple platforms and jurisdictions.

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Investment Banking Program

Leverage capital markets, M&A expertise, and tailored financing strategies for institutional growth.

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Wealth Planning & Banking

Expand opportunities with structured planning programs and banking solutions connecting professionals and global clients.

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Market Guidance / Research

Benefit from timely insights, macroeconomic outlooks, and data-driven market research from experts.

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Acuity and Vision from

our Research Team

Our strong relationships with top asset-management firms and portfolio managers give us a unique perspective to serve you better.
One Platfrorm. Total Control.
True Advisor Intelligence.

Insigneo’s new proprietary platform designed to modernize and streamline the way financial advisors operate by bringing together relationship management, portfolio oversight, compliance processes, and onboarding into one integrated digital solution.​

Alia 2.0 Preview
Alia 2.0 Overview
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A Community

for Investment Excellence

Discover the vibrant community, exclusive events, and diverse network that make Insigneo the ideal partner for your success.

Insigneo Roadshow

Symposium

Miami Office

Cuzco Summit
Insigneo
Talks
Quarterly
Call

Corporate Run

Houston Office

Regional
Event

HR
Team Building

Montevideo Office

Discover the Insigneo advantage

Fill out the form and connect with our team today.
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