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Insights

Global Presence Halo Investing's offices in Chicago, Abu Dhabi, and Zurich position them well for international sales expansion, offering unique investment solutions to a diverse range of investors globally.

Key Personnel Impact The recent appointment of experienced industry professionals like Helen O'Neill and Hashbeer Ali to key positions signifies a strengthening of Halo Investing's leadership team, potentially opening doors to new partnerships and sales opportunities.

Product Innovation The launch of new investment products like Structured Note SMAs and Multi-Manager Structured Note Separately Managed Account Marketplace showcases Halo Investing's commitment to innovation, attracting clients looking for cutting-edge financial solutions.

Partnership Success Strategic partnerships with companies like GeoWealth Management provide Halo Investing with opportunities to tap into new markets and client bases, leveraging on mutual strengths for increased sales growth.

Leadership Transition The elevation of Matt Radgowski as CEO and the promotion of experienced leaders within the company signal a new phase of growth and vision, likely leading to heightened interest from potential clients and investors in Halo Investing's offerings.

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 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
88%
First@haloinvesting.comJohn@haloinvesting.com
10%
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 3 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 +1-408-314-2031. 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.

How much revenue does Halo Investing generate?

Minus sign iconPlus sign icon As of July 2024, Halo Investing's annual revenue reached $15M.

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 July 2024, Halo Investing has approximately 128 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: S. H.Chief Executive Officer: M. R.Chief Financial Officer: T. B.. 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 KubernetesSalesforceNoSQLGoogle WorkspaceReactPWARubyMUI.

What is Halo Investing's email format?

Minus sign iconPlus sign iconHalo 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?

Minus sign iconPlus sign icon As of July 2024, 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 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/.

Section iconCompany Overview

Headquarters
200 W. Jackson St Floor 18 Chicago, Illinois 60606 US
Phone number
+1-408-314-2031
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.

  • $10M$50M

    Halo Investing's revenue is in the range of $10M$50M

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.

  • $10M$50M

    Halo Investing's revenue is in the range of $10M$50M

Company Leadership

Employee Directory

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