Industry veteran Vikas Saxena, will be joining Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, as the company’s new Head of Technology and Innovation. In this role, he will report to Javier Rivero, Insigneo’s Chief Operating Officer. This key position has overall responsibility for Insigneo’s existing and future technology ecosystem, at a time when the company is growing rapidly and continues to execute on its vision of being the first tech-enabled US wealth management platform designed to service the needs of independent advisors and their clients globally. In his new role Vikas will also lead the firm’s innovation committee.
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Vikas Saxena – Head of Technology and Innovation, Insigneo (Photo: Business Wire)
With significant technology roles at Itaú International Bank, State Street, Citi Bank, Standard Bank, JP Morgan Chase and Oracle, Vikas comes to Insigneo with extensive experience and deep knowledge of the financial industry from a global perspective. His exciting career has placed him in offices all over India and the United States and it was built on a solid educational foundation. Vikas has a Post Graduate Diploma in Business Finance, equivalent to an MBA, from the Indian Institute of Finance in Delhi and a Bachelor of Science degree from India’s Kumaon University. He also has numerous fintech certifications earned in both India and the United States.
Importantly, beyond working hard throughout his corporate life, Vikas still finds time for fun and is as competitive in his leisure pursuits as he is in business: he is a champion in ping pong and in chess, bringing his A Game to every situation he finds himself in.
He is excited to join Insigneo and contribute to its growth strategy. Vikas stated, “I am very proud to join Insigneo in Miami and advance the company’s fintech goals in the United States and across the globe as the new Head of Technology and Innovation, building on the solid foundation already in place.” He is also no stranger to the pulsating international culture of Miami, having lived here since 2014.
As Head of Technology and Innovation, Vikas’ important fintech role encompasses creating solutions for Insigneo’s diverse set of platform users: Advisors, product and service teams and end-clients. He will also manage day-to-day operations of the Technology Team, including the new systems implementation teams and developing Insigneo’ s Technology Roadmap based on established goals.
“We can’t wait for Vikas to join. He has the perfect set of skills for what we are trying to accomplish and the right personality to fit our team and our culture. Miami is becoming a great place to find fantastic talent, not only in wealth management but also in technology as it’s becoming an important technology hub,” said Daniel de Ontañon, Insigneo’s CEO.
Insigneo has long been a leader in fintech solutions for wealth management. The company has an emphasis on high technology, global know-how, and a personal touch with every client, offering a range of multi-custody capabilities, broad product selections and tailored investment solutions.
Insigneo empowers Financial Advisors managing clients around the world with a comprehensive menu of services and technology that focus on wealth management, multi-family offices and institutional services. Insigneo manages over 10 billion in client assets with a growing list of over 175 financial advisors, serving more than 10,000 clients globally. Insigneo is an international leader for independent financial services. www.insigneo.com