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Insigneo Securities

Finance · Florida, United States · 141 Employees

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About

Headquarters

777 Brickell Ave Fl 10, Miami, Florida, 33131, ...

Revenue

$41 Million

Industry

Finance General Finance

Who is Insigneo Securities

Insigneo empowers Investment Professionals managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services. Insigneo manages over $13 billion in client assets with a growing list of over 330 Investment Professionals, serving more than 12,000 clients globally.Read more

Insigneo Securities's Social MediaPopular SearchesInsigneo Securities LLCInsigneo Financial GroupInsigneoInsigneo IncInsigneo Financial Group LLCSIC Code 62,621NAICS Code 52,523Show more

Insigneo Securities Org Chart

Henriquez Raul

Chairman & Chief Executive Officer

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Miguel Rivera Cruz

Chief Financial Officer, Finop

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Javier Rivero

President & Chief Operating Officer

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Insigneo Securities Tech Stack

A closer look at the technologies used by Insigneo Securities

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Insigneo Securities News & Media

  • Insigneo Relocates New York City Office to Prestigious Park Avenue Address

    NEW YORK--(BUSINESS WIRE)--Insigneo, a dynamic global wealth management firm, is thrilled to share the exciting news of its New York City office's relocation to the vibrant 410 Park Avenue, Suite 420, nestled in the heart of the Plaza district. This move symbolizes Insigneo's dedication to growth and underscores its commitment to fostering a cutting-edge work environment that energizes and inspires its valued team. This brand-new office at 410 Park Avenue, situated in one of Manhattan's
  • Patricia Holder and Nicole Spirgatis join Insigneo’s Network

    MIAMI--(BUSINESS WIRE)--Insigneo, a global leader in wealth management services, proudly welcomes financial advisors Patricia Holder and Nicole Spirgatis, along with Renato Izaguirre as a Client Associate, to its network. Together, they form Phoenix Private Client Group, a testament to unwavering client service and dedication. With a collective experience of five decades in financial services, specializing in Latin American markets, Patricia, and Nicole transition to Insigneo from Morgan Stanle
  • Insigneo appoints Michael Averett as Chief Revenue Officer

    MIAMI--(BUSINESS WIRE)--Insigneo, a leading global wealth management firm, is pleased to announce the appointment of Michael Averett as Chief Revenue Officer (CRO). This newly created role, based in Miami, will be reporting to Javier Rivero, President & COO of Insigneo. As CRO, Mr. Averett will be overseeing the firm's revenue-generating facets and actively driving the company’s organic growth strategy. Michael Averett brings to Insigneo more than two decades of experience in financial serv
  • Insigneo Welcomes Aventura Private Wealth, and its Founder Shmuel Maya

    MIAMI--(BUSINESS WIRE)--Insigneo, a leading international wealth management firm, is pleased to announce the addition of Aventura Private Wealth LLC, and its founder Shmuel Maya, to their platform of global financial advisors. Leveraging the sophisticated capabilities of Goldman Sachs Advisor Solutions for domestic clients, Shmuel Maya and his team at Aventura Private Wealth, which includes Ahmed Roshdy and Andrea Bruno, both formerly of JPMorgan Chase, bring over 20 years of combined experienc
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Frequently Asked Questions regarding Insigneo Securities

Where is Insigneo Securities located?
Insigneo Securities's headquarters are located at 777 Brickell Ave Fl 10, Miami, Florida, 33131, United States
What is Insigneo Securities's official website?
Insigneo Securities's official website is www.insigneo.com
What is Insigneo Securities's Revenue?
Insigneo Securities's revenue is $41 Million
What is Insigneo Securities's SIC code?
Insigneo Securities's SIC: 62,621
What is Insigneo Securities's NAICS code?
Insigneo Securities's NAICS: 52,523
How many employees does Insigneo Securities have?
Insigneo Securities has 141 employees
What industry does Insigneo Securities belong to?
Insigneo Securities is in the industry of: Finance General, Finance
What is Insigneo Securities competition?
Insigneo Securities top competitors include: Jennison Associates LLC, Morgan Creek Capital Management LLC, Asset Management Advisors Inc, Ancora Holdings Group LLC
What technology does Insigneo Securities use?
Some of the popular technologies that Insigneo Securities uses are: Microsoft Excel, Vimeo, goo.gl, Firebase
Who is the CEO of Insigneo Securities?
Insigneo Securities's CEO is Henriquez Raul
Who is the CFO of Insigneo Securities?
Insigneo Securities's CFO is Miguel Rivera Cruz
What does Insigneo Securities do?

Insigneo empowers Investment Professionals managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services. Insigneo manages over $13 billion in client assets with a growing list of over 330 Investment Professionals, serving more than 12,000 clie... nts globally.Read More

What are Insigneo Securities social media links?
Insigneo Securities Linkedin page Insigneo Securities Twitter page
Is Insigneo Securities a public company?
Insigneo Securities is private company therefore does not currently have an official ticker symbol
See more information about Insigneo Securities

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