What departments does Halo Investing have?

Halo Investing has employees across 10 departments including Sales, Operations, Arts & Design, Product Management, Marketing.

What is the largest department at Halo Investing?

The largest department at Halo Investing is Sales with 5 employees.

Where are Halo Investing employees located globally?

Halo Investing has employees across 4 continents and 6 countries including South Africa, India, Hungary, Serbia, United Kingdom Of Great Britain And Northern Ireland.

How has Halo Investing's team size changed over time?

Halo Investing's team has decreased from approximately 161 to 110 employees based on available data.

Halo Investing Employee Directory

Q: Who are Halo Investing's key employees and leadership?

Halo Investing's key employees include: Executive Assistant To President & Chief Executive Officer: M. S., Head Of Asset & Wealth Management: C. W., Head Of Halo Investing Insurance Services: J. G., Head Of Ai Strategy: P. P., Head Of Operations And Client Experience - Emea: A. M..

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.

Halo Investing Global Highlights

North America
118

United States Of America
118

Asia
7

India
7

Europe
5

Hungary
2
United Kingdom Of Great Britain And Northern Ireland
2
Serbia
1

Africa
2

South Africa
2

Halo Investing's Leadership

C. W.
Head Of Asset & Wealth Management
Mobile Phone
Email
J. G.
Head Of Halo Investing Insurance Services
Mobile Phone
Email
P. P.
Head Of Ai Strategy
Mobile Phone
Email
A. M.
Head Of Operations And Client Experience - Emea
Mobile Phone
Email
A. K.
Head Of Enterprise - Emea
Mobile Phone
Email
M. S.
Executive Assistant To President & Chief Executive Officer
Mobile Phone
Email
C. C.
Owner And Expert Men's Stylist
Mobile Phone
Email
A. R.
Global Head Of Sales
Mobile Phone
Email

Halo Investing Employee Metrics

100%

50%

0%

2026

2025

Engineering
Operations
Sales
Product Management
Analytics
Other
Customer Success
Banking
Finance
Entrepreneurship
Information Technology

Contact profiles from Halo Investing

Name

Title

Contact Info

Location

Last Update

C. C.
Owner And Expert Men's Stylist
Mobile Phone
Email
Oct 22, 2024
M. S.
Executive Assistant To President & Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Jun 27, 2025
A. R.
Global Head Of Sales
Mobile Phone
Email
Jun 13, 2026
M. H.
Regional Vice President
Mobile Phone
Email
United StatesNew York
Apr 06, 2026
C. W.
Head Of Asset & Wealth Management
Mobile Phone
Email
United StatesFlorida
Apr 15, 2026
J. G.
Head Of Halo Investing Insurance Services
Mobile Phone
Email
Apr 16, 2026
P. P.
Head Of Ai Strategy
Mobile Phone
Email
United StatesMissouri
Apr 22, 2026
A. M.
Head Of Operations And Client Experience - Emea
Mobile Phone
Email
South AfricaWestern Cape
Nov 24, 2025
G. D.
Regional Vice President
Mobile Phone
Email
United States
Apr 16, 2026
M. M.
Regional Vice President
Mobile Phone
Email
United StatesNorth Carolina
Apr 29, 2026

Frequently Asked Questions

What is Halo Investing known for?

Halo Investing was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 200 West Jackson Street Floor 18 Chicago, Illinois 60606 United States; you can contact the main corporate office by phone at

+1-408-314-****

. Explore Halo Investing's company overview page for more information.

What is Halo Investing's most common email format?

Halo Investing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halo Investing email formats with LeadIQ.

How many employees does Halo Investing have currently?

Halo Investing has approximately 128 employees as of June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Halo Investing's key employees and leadership?

As of June 2026, Halo Investing's key employees include:

Head Of Asset & Wealth Management: C. W.
Head Of Halo Investing Insurance Services: J. G.
Head Of Ai Strategy: P. P.
Head Of Operations And Client Experience - Emea: A. M.
Head Of Enterprise - Emea: A. K.

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Halo Investing Employee Directory

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