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Key Personnel Expansion Halo Investing has recently made strategic hires for key leadership positions, such as Chief Executive Officer and Executive Vice President, indicating potential interest in exploring new partnerships or business opportunities.

Product Portfolio Diversification The launch of three new Structured Note SMAs by Halo Investing showcases a commitment to expanding their product offerings, creating opportunities for sales representatives to introduce these new solutions to clients.

Industry Partnerships Partnerships with companies like GeoWealth Management, LLC demonstrate Halo Investing's collaborative approach and could serve as a gateway for sales professionals to explore joint offerings or referrals within the financial services industry.

Global Expansion Focus With a recent appointment for leading efforts in the UK and the hiring of an Executive Vice President for the Middle East & Africa, Halo Investing shows a clear focus on global expansion, offering sales development representatives opportunities to explore new markets.

Industry Recognition and Awards As an award-winning platform in the financial services sector, Halo Investing's industry recognition can be leveraged by sales professionals to build credibility and establish trust with potential clients seeking innovative investment solutions.

Similar companies to Halo Investing

Halo Investing Tech Stack

Halo Investing uses 8 technology products and services including Kubernetes, Salesforce, NoSQL, and more. Explore Halo Investing's tech stack below.

Kubernetes
Containerization
Salesforce
Customer Relationship Management
NoSQL
Database
Google Workspace
Email
React
Javascript Frameworks
PWA
Miscellaneous
Ruby
Programming Languages
MUI
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	89%
First@haloinvesting.com	John@haloinvesting.com	9%
Last@haloinvesting.com	Doe@haloinvesting.com	1%
Fir.Last@haloinvesting.com	Joh.Doe@haloinvesting.com	1%

Frequently Asked Questions

Where is Halo Investing's headquarters located?

Halo Investing's main headquarters is located at 200 W. Jackson St Floor 18 Chicago, Illinois 60606 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

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 October 2024, Halo Investing's annual revenue reached $15M.

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 October 2024, Halo Investing has approximately 127 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: M. R.Chief Financial Officer: T. B.Head Of Marketing & Growth: V. 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 KubernetesSalesforceNoSQLGoogle WorkspaceReactPWARubyMUI.

What is Halo Investing's email format?

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

How much funding has Halo Investing raised to date?

As of October 2024, Halo Investing has raised $112M in funding. The last funding round occurred on Oct 12, 2021 for $100M.

When was Halo Investing founded?

Halo Investing was founded in 2015.

Halo Investing

Halo Investing

Financial ServicesIllinois, United States51-200 Employees

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with offices in Abu Dhabi and Zurich, we’re democratizing access to investment solutions that were previously unavailable to most investors.

Our marketplace connects financial advisors and investors to protective investment products – including structured notes, buffered ETFs, and annuities – offered by leading global financial institutions. 

We’re on a mission to change the world of investing by democratizing access to protective investment solutions through transparency and efficiency with the help of technology. 

Important Disclosures: https://haloinvesting.com/disclaimer/.

Company Overview

Headquarters: 200 W. Jackson St Floor 18 Chicago, Illinois 60606 US
Phone number: ✕
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+1-408-314-****
Website: haloinvesting.com
NAICS Code: 52 - Finance and Insurance
Founded: 2015
Employees: 51-200

Media & News

Funding & Financials

$112M
Halo Investing has raised a total of $112M of funding over 2 rounds. Their latest funding round was raised on Oct 12, 2021 in the amount of $100Mas a Series C.
$10M$50M
Halo Investing's revenue is in the range of $10M$50M

Funding & Financials

$112M
Halo Investing has raised a total of $112M of funding over 2 rounds. Their latest funding round was raised on Oct 12, 2021 in the amount of $100Mas a Series C.
$10M$50M
Halo Investing's revenue is in the range of $10M$50M

Company Leadership

M. R.
Chief Executive Officer
✕
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T. B.
Chief Financial Officer
✕
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Email
V. M.
Head Of Marketing & Growth
✕
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Mobile Phone
✕
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Work email
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Email
K. M.
Head Of Product
✕
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Mobile Phone
✕
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Work email
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Email
D. M.
Head Of Investment Solutions
✕
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Mobile Phone
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Email

Employee Directory

V. M.
Head Of Marketing & Growth
✕
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Work email
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Mobile Phone
✕
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Work email
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Email
A. R.
Global Head Of Sales
✕
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Mobile Phone
✕
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Work email
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Email
K. M.
Head Of Product
✕
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Work email
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Mobile Phone
✕
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Work email
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Email
D. M.
Head Of Investment Solutions
✕
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Work email
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Mobile Phone
✕
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Work email
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Email
C. W.
Global Head Of Strategy
✕
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Work email
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Mobile Phone
✕
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Work email
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