Wealth Management

A holistic wealth management platform that connects you to the global financial markets through a hybrid model of digital, state-of-the-art technology, while giving you access to a personal financial advisor.

Have your own, personal account in the US

Fully Regulated

At Insights you have your individual account in the US, fully regulated by the SEC and insured by SIPC.

Invest in the US and global financial markets, access a truly diversified pool of assets, and pay fair fees in line with international standards.

Best-In-Class Digital Experience

Manage all your financials needs though our mobile app:

  • Open an account fully digital in a fraction of the time
  • Easily set up portfolios and invest in the US markets
  • Communicate instantly with your personal financial advisor

With a Human Touch

We believe in providing an exclusive service. And that includes providing your financial advisor with the best possible product so they can best service your financial needs.

Financial Products with AI & Machine Learning at its Core

Our algorithms work with an investment universe targeting highly diversified asset classes.

Our platform provides access to stocks that are traded in major US exchanges, as well as funds that are managed by the largest asset managers in the world.

Learn more about the assets you can invest in

Who we are

We are a regulated entity by the SEC (Securities and Exchange Commission) in the USA. By using our services you and your clients can open US brokerage accounts, fully insured by SIPC, and have access to highly liquid and diversified range of exchange traded funds and stocks.