Insigneo Information

Insigneo is a leading international wealth management firm providing services and technologies that empower investment professionals to successfully serve their clients globally. Insigneo leverages its customized solutions, client-first service, and custodial relationship with BNY Mellon’s Pershing to provide a fully integrated, best-in-class wealth platform. With over $33 billion* in supported customer assets, Insigneo empowers more than 500 investment professionals, including 68 institutional firms serving over 32,000 clients. For more information, visit www.insigneo.com. (*as of May 15, 2026) The Firm’s disclosures can be found at https://insigneo.com/disclosures