What Does Halo Investing Do?

Total employees125
HeadquartersChicago
Founded2015

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.

Where Is Halo Investing's Headquarters?

HQ Function

The Chicago headquarters serves as the central hub for Halo Investing's core operations, including technology development, product strategy, sales, marketing, and executive leadership.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' design and location likely reflect Halo's values of innovation, accessibility (being in a central hub), and professionalism. The collaborative spaces aim to foster teamwork and transparency.

Location:

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.

Street Address:

227 W Monroe St, Suite 3800

City:

Chicago

State/Province:

IL

Country:

USA

Where Else Does Halo Investing Operate Around the World?

Abu Dhabi, UAE

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.

Zurich, Switzerland

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.

Buying Intent Signals for Halo Investing

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Halo Investing? Meet the Executive Team

As of April 2025, Halo Investing' leadership includes:

Biju Kulathakal - Co-Founder & Chief Executive Officer
Jason Barsema - Co-Founder & President
Francesco La Rocca - Chief Product Officer
Joanna Kanakis - Chief Financial Officer
Matt Radgowski - Chief Operating Officer
Barry Ritholtz - Chairman of the Investment Committee

Who's Investing in Halo Investing?

Halo Investing has been backed by several prominent investors over the years, including:

Owl Capital
Mubadala Investment Company
Abu Dhabi Catalyst Partners (ADCP)
Allianz Life Ventures
William Blair
Piton Investment Management
Confluence Capital Partners

What Leadership Changes Has Halo Investing Seen Recently?

Hire1
Exits0

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.

New Appointments:

Doris Gee, Doris Gee appointed as Chief Marketing Officer to spearhead global marketing initiatives and drive brand growth for Halo Investing.

What Technology (Tech Stack) Is Used byHalo Investing?

Discover the tools Halo Investing uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Halo Investing Email Formats and Examples

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

What's the Latest News About Halo Investing?

Business WireFebruary 27, 2024

Halo Investing Joins Schwab Advisor Services™ New Third-Party Integration Program

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 NewswireNovember 8, 2023

Halo Investing Named to the 2023 Deloitte Technology Fast 500™

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 NewswireJuly 12, 2023

Halo Investing Expands Annuities Platform with New Digital Capabilities and Carrier Partnerships

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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