Insigneo - Crunchbase Company Profile & Funding

Q: Where is Insigneo's headquarters?

Insigneo is located in Miami, Florida, United States.

Q: Who invested in Insigneo?

Insigneo has 2 investors including J.C. Flowers & Co. And Bain Capital Credit.

Q: When was the last funding round for Insigneo?

Insigneo closed its last funding round on obfuscated from a Private Equity round.

Q: How much funding has Insigneo raised to date?

Insigneo has raised obfuscated.

Overview

Insigneo

Total Funding

obfuscation

Growth Score

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Learn more.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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+2 more milestones

See more interactive data and historical milestones on desktop for the best experience

About Insigneo

CB Rank

16107

Insigneo is a leading international wealth management firm that empowers independent investment professionals

Founded

obfuscation

Private

Private Equity

Miami, Florida, United States

251-500

insigneo.com/

Asset Management

Finance

Financial Services

Trading Platform

Wealth Management

Funding Rounds

Private Equity

OBF

obfuscation

Debt Financing

OBF

obfuscation

Seed

OBF

obfuscation

Key People

GUILLERMO ACOSTA: Managing Director
Past Role: Insigneo, Client Relationship Manager
Miguel Cauvi: Managing Director
Past Role: Hencorp Group, Managing Director

Details

Legal Name

Insigneo Financial Group, LLC

Operating Status

Active

Company Type

For Profit

About the Company

Insigneo is an international wealth management firm that provides a comprehensive suite of services and technology to independent investment professionals around the world. It is committed to providing a more straightforward user experience and to being a friendlier, more approachable investment firm. It fosters a culture of shared values through

intelligent controls, service excellence, and continuous innovation—like-minded people working together to achieve a common goal which is to empower the independent investment professional.

Phone Number

+1 305 373 9000

Contact Email

info@insigneo.com

Predictions & Insights

Growth Insight

See this Growth Insight

Insigneo is

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to be growing

Top Contributing Factors

Merger or Acquisition

Growth Prediction

See this Growth Prediction

Top Contributing Factors

Key Employee Changes

Products & Services

Investment Advisory

Provides tailored financial plans and investment strategies based on clients' financial situations and goals.

Wealth Planning & Insurance

Helps clients design strategies for wealth preservation, management, and transfer, including insurance solutions.

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Financials

Company Funding

Funding Rounds

Investors

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity

Funding Rounds

Total Funding Amount

obfuscation

Number of Funding Rounds

Unlock company funding data, including rounds, dates, amounts, and investors.

Announced Date	Transaction Name	Number of Investors	Money Raised	Lead Investors	Funding Type
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity
obfuscated obfuscation	Private Equity Round - Insigneo	2	obfuscated obfuscation	Bain Capital Credit, J.C. Flowers & Co.	Private Equity

Investors

Unlock company funding data, including rounds, dates, amounts, and investors.

Investor Name	Lead Investor	Funding Round	Partners
J.C. Flowers & Co.	Yes	Private Equity Round - Insigneo	Richard Carrion
J.C. Flowers & Co.	Yes	Private Equity Round - Insigneo	Richard Carrion
J.C. Flowers & Co.	Yes	Private Equity Round - Insigneo	Richard Carrion
J.C. Flowers & Co.	Yes	Private Equity Round - Insigneo	Richard Carrion
J.C. Flowers & Co.	Yes	Private Equity Round - Insigneo	Richard Carrion