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Halo Investing, Inc. is a financial technology company that has developed an independent, multi-issuer platform for protective investment solutions. It empowers financial advisors to easily access, analyze, customize, execute, and manage structured notes, annuities, and buffered ETFs. Halo aims to democratize these complex financial products, making them more transparent, accessible, and efficient for advisors and their clients. The platform provides tools for education, proposal generation, competitive bidding, and lifecycle management, striving to level the playing field for investors seeking defined-outcome investments.
The Chicago headquarters serves as the central hub for Halo Investing's core operations, including technology development, product strategy, sales, marketing, and executive leadership.
Located in a modern high-rise building, offering state-of-the-art facilities and collaborative workspaces designed to foster innovation. Its downtown location provides excellent connectivity and access to amenities.
Halo Investing fosters a dynamic, fast-paced, and innovative work culture typical of a growing fintech company. Emphasis is placed on collaboration, problem-solving, and a client-centric approach. Employees often describe it as an environment that encourages learning and contribution to disruptive financial technology.
The Chicago headquarters is significant due to its location in a major U.S. financial center, providing access to a rich talent pool, proximity to financial institutions, and a vibrant fintech ecosystem. This strategic positioning supports Halo's growth and industry partnerships.
Halo Investing, Inc. supports its global operations with key offices in North America (Chicago), Europe (Zurich), and the Middle East (Abu Dhabi). This international footprint allows Halo to serve a diverse clientele of financial advisors and institutions worldwide, offering localized support, adapting its platform to regional regulatory requirements, and driving the adoption of protective investment solutions across different markets. Global functions include technology development, sales and distribution, client relationship management, and market-specific product innovation.
227 W Monroe St, Suite 3800
Chicago
IL
USA
Address: Halo Investing ADGM Ltd, ADGM Authorities Building, Al Maqam Tower, Abu Dhabi Global Market Square, Al Maryah Island, Abu Dhabi
To capitalize on the growing demand for sophisticated investment solutions in the MENA region and provide localized support and product offerings.
Address: Halo Investing Switzerland AG, Bahnhofstrasse 10, 8001 Zürich
To establish a strong presence in the European financial market, providing access to Halo's platform for European financial advisors and institutions.
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As of April 2025, Halo Investing' leadership includes:
Halo Investing has been backed by several prominent investors over the years, including:
Halo Investing has maintained a relatively stable core executive team while strategically adding leadership in key growth areas. No major widely publicized departures from the top executive ranks have been noted recently. Key appointments often focus on product, technology, and international expansion.
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Halo Investing, Inc. commonly uses the [firstinitial][lastname]@haloinvesting.com email format. This is the most prevalent pattern for employee email addresses.
[firstinitial][lastname]@haloinvesting.com
Format
jdoe@haloinvesting.com
Example
90%
Success rate
Business Wire • February 27, 2024
Halo Investing announced its participation in Charles Schwab’s new third-party integration program, making its platform for structured notes, annuities, and buffered ETFs accessible to advisors using Schwab Advisor Center®....more
PR Newswire • November 8, 2023
Halo Investing was recognized as one of North America's fastest-growing technology companies by Deloitte, attributed to its significant revenue growth and innovation in the fintech sector....more
PR Newswire • July 12, 2023
Halo Investing announced enhancements to its annuities platform, including new digital tools and partnerships with leading insurance carriers to broaden annuity offerings for financial advisors....more
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