Insights

Strategic Partnerships Halo Investing has recent and multiple strategic collaborations with Ironlight Group, Derivaty, and WisdomTree, signaling a strong appetite for expanding capabilities, product offerings, and distribution channels through ecosystem partnerships.

Tokenization & Blockchain The Apr 2026 partnership to tokenize and list Structured Notes on the blockchain indicates a push into asset tokenization, presenting a sales angle to institutions seeking innovative, technology-enabled ways to enhance liquidity and on-chain settlement.

Expanded Access Halo positions itself as democratizing access to protective investment solutions via a marketplace linking advisors and investors to products from global institutions, suggesting growth opportunities with mid-market advisory firms and regional RIAs seeking diversified product access.

Integrated Solutions Recent integrations with Derivaty and Pershing NetX360+/Envestnet Tamarac imply eagerness to embed advanced risk management and custody/technology stacks, creating cross-sell opportunities with custodians, broker-dealers, and fintech partners.

Co-branded Wealth Strategy The Halo-WisdomTree Structured Income Strategy launch highlights joint product development with large asset managers, offering a sales path to advisory firms targeting defined outcome SMA solutions with enhanced income and downside protection features.

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Halo Investing Tech Stack

Halo Investing uses 8 technology products and services including Linkedin Insight Tag, Nessus, Adobe Creative Cloud, and more. Explore Halo Investing's tech stack below.

Linkedin Insight Tag
Analytics
Nessus
Application Security Testing
Adobe Creative Cloud
Audio, Video, Graphics
Amazon Web Services
Cloud Hosting
Jenkins
Continuous Integration
Shopify
E-commerce
Auth0
Identity Verification
Stripe
Payment Processing

Media & News

Halo Investing's Email Address Formats

Halo Investing uses at least 7 email formats:

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 August 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 August 2026, Halo Investing has approximately 125 employees across 4 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: S. H., Head Of Halo Investing Insurance Services: J. G. and 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 Linkedin Insight Tag, Nessus, Adobe Creative Cloud, Amazon Web Services, Jenkins, Shopify, Auth0 and Stripe.

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 125 employees.

Q: What technology does Halo Investing use?

Halo Investing's tech stack includes PDF.js, MUI, PWA, Node.js, HubSpot.

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.