Former Insignia boss joins InvestStream

A former Insignia Financial chief executive has joined the advisory board of InvestStream, spearheading its financial advice and engagement infrastructure as the firm's approach to close the advice gap.

Renato Mota has joined the AI-powered infrastructure provider to support its institutional partnerships, regulatory alignment, and distribution strategy across Australia's wealth ecosystem.

The appointment marks a significant expansion of InvestStream's institutional footprint as the company scales its proprietary financial modelling engine, SUGAI, and conversational engagement layer, SuperAnne, across the superannuation and wealth management sectors, InvestStream said.

Mota brings more than 25 years of leadership experience, including over two decades at Insignia Financial, across financial services, regulatory engagement, and digital transformation. He was chief executive and managing director of Insignia Financial between 2019 and 2024, where he led the group's evolution into one of Australia's largest retail wealth managers, overseeing more than $300 billion in assets under management (AUM).

He also served as a non-executive director at the Financial Services Council (FSC) alongside director roles across Shadforth Financial Group and Bridges Financial Services.

Commenting, InvestStream founder Jason Hoang welcomed the industry stalwart.

"Renato has operated at scale within the highest levels of the Australian wealth management ecosystem and deeply understands the operational realities institutional boards are navigating," Hoang said.

"His strategic insight will be invaluable as we deploy our financial intelligence infrastructure, combining the financial modelling power of SUGAI with the conversational engagement of SuperAnne, across Australia's leading financial institutions."

Meanwhile, Mota explained the rationale behind joining the business.

"The wealth sector has reached a point where traditional, siloed software is no longer economically viable to scale advice," Mota said.

"What drew me to InvestStream is that they aren't just building another interface, they have built a unified, open architecture infrastructure layer, appropriate for regulated environments. This is the exact structural innovation required to safely and efficiently bridge the advice gap for millions of Australians."