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Gathering insights about Halo Investing…

Similar companies to Halo Investing

Halo Investing Tech Stack

Halo Investing uses 8 technology products and services including InVision, Open Graph, Jenkins, and more. Explore Halo Investing's tech stack below.

  • InVision
    Communication And Collaboration
  • Open Graph
    Content Management System
  • Jenkins
    Continuous Integration
  • SQLAlchemy
    Database Management
  • Google Cloud
    Infrastructure As A Service
  • HubSpot
    Marketing Automation
  • PHP
    Programming Languages
  • Bootstrap
    UI Frameworks

Media & News

Halo Investing's Email Address Formats

Halo Investing uses at least 2 format(s):
Halo Investing Email FormatsExamplePercentage
First@halochicago.comJohn@halochicago.com
73%
FLast@halochicago.comJDoe@halochicago.com
18%
FirstL@halochicago.comJohnD@halochicago.com
9%
First.Last@haloinvesting.comJohn.Doe@haloinvesting.com
89%
First@haloinvesting.comJohn@haloinvesting.com
9%
Last@haloinvesting.comDoe@haloinvesting.com
1%
Fir.Last@haloinvesting.comJoh.Doe@haloinvesting.com
1%

Frequently Asked Questions

Where is Halo Investing's headquarters located?

Minus sign iconPlus sign iconHalo 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?

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconHalo Investing's official website is haloinvesting.com and has social profiles on LinkedIn.

What is Halo Investing's NAICS code?

Minus sign iconPlus sign iconHalo Investing's NAICS code is 52 - Finance and Insurance.

How many employees does Halo Investing have currently?

Minus sign iconPlus sign iconAs of October 2025, Halo Investing has approximately 121 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. H.Head Of Asset & Wealth Management: C. W.Head Of Risk & Compliance: F. A. R.. Explore Halo Investing's employee directory with LeadIQ.

What industry does Halo Investing belong to?

Minus sign iconPlus sign iconHalo Investing operates in the Financial Services industry.

What technology does Halo Investing use?

Minus sign iconPlus sign iconHalo Investing's tech stack includes InVisionOpen GraphJenkinsSQLAlchemyGoogle CloudHubSpotPHPBootstrap.

What is Halo Investing's email format?

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

How much funding has Halo Investing raised to date?

Minus sign iconPlus sign icon As of October 2025, Halo Investing has raised $112M in funding. The last funding round occurred on Oct 12, 2021 for $100M.

When was Halo Investing founded?

Minus sign iconPlus sign iconHalo Investing was founded in 2015.
Halo Investing

Halo Investing

Financial ServicesUnited States51-200 Employees

Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide. Headquartered in Chicago and with employees worldwide, 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 offered by leading global financial institutions, including structured notes, SMAs, and annuities. 

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

Section iconCompany Overview

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

Section iconMedia & News

Section iconFunding & 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.

  • $100M$250M

    Halo Investing's revenue is estimated to be in the range of $100M$250M

Section iconFunding & 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.

  • $100M$250M

    Halo Investing's revenue is estimated to be in the range of $100M$250M

Company Leadership

  • Stylized image of a person
    S. H.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Head Of Asset & Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. A. R.
    Head Of Risk & Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Head Of Enterprise - Emea
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Head Of Halo Investing Insurance Services
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. A.
    Regional Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. A. R.
    Head Of Risk & Compliance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. K.
    Head Of Enterprise - Emea
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. G.
    Head Of Halo Investing Insurance Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. P.
    Head Of Ai Strategy
    Phone icon
    Mobile Phone

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