# Insigneo

> Insigneo is a Miami-based international wealth management group combining brokerage, investment advisory, trading, research, compliance support and proprietary technology for investment professionals and their clients. With roots in Hencorp in 1985 and the Insigneo brand formed in 2017, it focuses on cross-border wealth, particularly the Americas. The firm reported $37 billion in supported client assets as of June 1, 2026.

- **Founded:** 1985
- **Headquarters:** Miami, United States
- **Founders:** Raul Henriquez (Co-founder; Chairman and CEO. Co-founded predecessor Hencorp in 1985.)
- **Products:** Alia, Alia 2.0, Brokerage and trading, Investment advisory, Independent practice solutions
- **Notable:** Completed Citi acquisitions in Puerto Rico and Uruguay in August 2022., Integrated PNC international customer accounts in December 2023., Completed VectorGlobal WMG account integration in June 2026, adding nearly $4 billion in client assets and establishing a Canadian footprint.

## Products & services

- **Alia** — Proprietary Salesforce-supported platform for client relationship management, digital onboarding and multi-custodian portfolio visibility; global launch announced December 2022.
- **Alia 2.0** — Integrated workspace for account opening, compliance, workflows, trading and reporting, with Orion, Luma and InEx Trade integrations.
- **Brokerage and trading** — Insigneo Securities provides securities execution including stocks, bonds and mutual funds; the group also advertises structured products and FX capabilities.
- **Investment advisory** — Discretionary and non-discretionary investment management, portfolio monitoring and consulting through Insigneo Advisory Services.
- **Independent practice solutions** — Transition support, multilingual compliance, research, sales assistance, relationship management and marketing resources.
- **Insigneo x Karta** — Co-branded premium charge card announced for eligible international clients with U.S.-based assets.
- **Private real estate access** — Dedicated investment vertical with Alius Capital Partners, covering debt, preferred equity and equity opportunities.

## Achievements

- Completed Citi acquisitions in Puerto Rico and Uruguay in August 2022.
- Integrated PNC international customer accounts in December 2023.
- Completed VectorGlobal WMG account integration in June 2026, adding nearly $4 billion in client assets and establishing a Canadian footprint.
- Reported $37 billion in supported client assets as of June 1, 2026.
- Won the 2026 Wealthies technology category for broker-dealers with fewer than 1,000 advisers for Alia 2.0, according to the company announcement.

## Latest updates

- **2026-10** — Appointed Mercedes Garcia-Ayuso Chief Investment Products Officer, Executive Director, on October 8.
- **2026-09** — Announced Alia 2.0 technology-category win at the Wealth Management Industry Awards on September 11.
- **2026-06** — Completed VectorGlobal WMG client-account integration; reported $37 billion in supported assets.
- **2026-05** — Introduced refreshed brand and website with LLYC.
- **2026-04** — Formalized the Alius Capital Partners real estate partnership.
- **2026-02** — Integrated Fund@mental into Alia.
- **2026-01** — Announced the Insigneo x Karta charge card.

## Links

- Website: https://insigneo.com/
- LinkedIn: https://www.linkedin.com/company/insigneowealth
- Twitter/X: https://twitter.com/Insigneo_Plus
- YouTube: https://www.youtube.com/@insigneogroup/videos
- Instagram: https://www.instagram.com/insigneowealth

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Profile page: https://yespress.io/insigneo
Published by YesPress — https://yespress.io
Last updated: 2026-10-25