Insights

Strategic Partnerships Halo Investing has active and high-profile partnerships with WisdomTree, Derivaty, Ironlight Group, and Pershing, indicating a strong channel strategy and cross-sell opportunities with asset managers, risk platforms, and custody/brokerage ecosystems.

Structured Notes Expansion The company specializes in protective investment solutions such as Structured Notes and SMA-based strategies, presenting a clear opportunity to upsell to advisors seeking enhanced income, downside protection, and diversified risk management through innovative product wrappers.

Blockchain Tokenization Recent collaboration to tokenize and list Structured Notes on the blockchain signals a doorway to digital asset adoption for institutional-grade products, offering SDRs access to tech-forward clients seeking tokenized investment solutions.

WealthTech Integration Integrations with platforms like Pershing NetX360+, Envestnet Tamarac, and WisdomTree indicate Halo’s openness to embed within existing advisor tech stacks, suggesting sales play around bundled solutions and streamlined advisor workflow onboarding.

Scale and Reach With global staff, a sizable revenue range, and an award-winning platform, Halo demonstrates growth potential across markets and institutions, presenting cross-sell opportunities to larger broker-dealers, RIAs, and independent advisory networks seeking enhanced risk-managed products.

Similar companies to Halo Investing

Halo Investing Tech Stack

Halo Investing uses 8 technology products and services including CompTIA Network+, Google Hosted Libraries, RSS, and more. Explore Halo Investing's tech stack below.

CompTIA Network+
Certificates
Google Hosted Libraries
Content Delivery Network
RSS
Content Management System
SQL
Database
ISO/IEC 27001
Governance, Risk And Compliance
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Linux
Programming Languages
Bootstrap
UI Frameworks

Media & News

Halo Investing's Email Address Formats

Halo Investing uses at least 2 format(s):

Halo Investing Email Formats	Example	Percentage
First@halochicago.com	John@halochicago.com	73%
FLast@halochicago.com	JDoe@halochicago.com	18%
FirstL@halochicago.com	JohnD@halochicago.com	9%
First.Last@haloinvesting.com	John.Doe@haloinvesting.com	88%
First@haloinvesting.com	John@haloinvesting.com	10%
Last@haloinvesting.com	Doe@haloinvesting.com	1%
Fir.Last@haloinvesting.com	Joh.Doe@haloinvesting.com	1%

Frequently Asked Questions

What is Halo Investing's phone number?

You can contact Halo Investing's main corporate office by phone at

+1-408-314-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Halo Investing's official website and social media links?

Halo Investing's official website is haloinvesting.com and has social profiles on LinkedIn.

How much revenue does Halo Investing generate?

As of July 2026, Halo Investing's annual revenue is estimated to be $100M - $250M.

What is Halo Investing's NAICS code?

Halo Investing's NAICS code is 52 - Finance and Insurance.

How many employees does Halo Investing have currently?

As of July 2026, Halo Investing has approximately 127 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. H.Head Of Halo Investing Insurance Services: J. G.Head Of Operations And Client Experience - Emea: A. M.. Explore Halo Investing's employee directory with LeadIQ.

What industry does Halo Investing belong to?

Halo Investing operates in the Financial Services industry.

What technology does Halo Investing use?

Halo Investing's tech stack includes CompTIA Network+Google Hosted LibrariesRSSSQLISO/IEC 27001Salesforce Marketing Cloud Account EngagementLinuxBootstrap.

What is Halo Investing's email format?

Halo Investing's email format typically follows the pattern of First@halochicago.com. Find more Halo Investing email formats with LeadIQ.

When was Halo Investing founded?

Halo Investing was founded in 2015.

Halo Investing

Q: What is Halo Investing's official website and social media links?

Halo Investing's official website is haloinvesting.com. Halo Investing has social profiles on LinkedIn.

Q: How many employees does Halo Investing have currently?

Halo Investing has approximately 127 employees.

Q: What technology does Halo Investing use?

Halo Investing's tech stack includes WordPress, Flask, Salesforce Marketing Cloud Account Engagement, Google Search Console, Linux.

Q: What is Halo Investing's NAICS code?

Halo Investing's NAICS code is 52 (Finance and Insurance).

Financial ServicesIllinois, United States51-200 Employees

Halo Investing operates a technology platform and marketplace in financial services that links financial advisors with protective investment products from leading global institutions. The platform encompasses products such as structured notes, separately managed accounts, annuities, and other advanced wealth solutions. Based in Chicago, the company serves a worldwide client base and has a mid-sized team. The model focuses on expanding access to risk-managed investment options that have historically been less available to individual and intermediary investors. The marketplace targets financial advisors and investors seeking protective strategies, consolidating offerings from major institutions into a single access point. In April 2026, Halo Investing announced a strategic collaboration with Ironlight Group to tokenize and list structured notes on the blockchain.