Insigneo Financial Group is an independent wealth management platform headquartered in Miami that operates as an SEC-registered broker-dealer and registered investment advisor. It supports over 350 investment professionals (170 direct IPs plus 37 partner firms accounting for another 182 IPs), servicing more than 13,000 clients and managing close to $13 billion in client assets. Insigneo offers a comprehensive menu of services and technology to empower investment professionals and also delivers services through locally regulated advisory firms in Montevideo, Buenos Aires and Santiago. The company has recruited top-tier financial advisors seeking more independence and has experienced noticeable growth since inception. Management plans to use new capital to accelerate Insigneo’s growth and expansion strategy. Bain Capital Credit is providing debt financing to support Insigneo’s acquisition of Citi International Financial Services, LLC and Citi Asesores de Inversion Uruguay S.A. from Citi.

Total raised

$100M

Funding rounds

2

Latest round

Equity

Latest activity

Jun 2022