22 years+ building, operating and investing in tech companies.

  Weston Capital Insights is a registered investment advisor (RIA) that manages separately managed accounts (SMA) for clients on a discretionary basis. The firm is based in Weston, FL.

We are registered with the State of Florida (FLOFR), CRD #310503.

Our Team

Daniel Heise

Managing Partner

Ronaldo Bastos

Managing Partner

ABOUT US

Our technology background, both building tech companies and investing in them during the last 22 years, has given us clarity on which are truly the newer, more innovative companies that are building the new digital infrastructure and platforms and are so rapidly changing the world. 


“From companies that provide the tools to develop microchips, to the new web infrastructure and all the digital platforms and software required to operate a business in the digital transformation era, the public markets are being slowly, but surely, eaten by software.”


At the same time, our banking and financial experience from the beginning of our carriers, allows us to bridge the gap between the technology sector and investment management.

Operating and investing experience.

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