Halo logo

Halo Investing, Inc.

Fintech

Halo Stock

Halo Investing is a leading platform specializing in protective investment solutions for financial advisors and institutions. The platform offers tools to create and manage Structured Notes, annuities, and buffered ETFs, enabling tailored, outcome-based investments that help mitigate market risks. By providing access to a diverse range of investment products and simplifying the customization process, Halo Investing empowers financial professionals to better serve their clients with innovative risk management strategies.

Founded: 2015

Halo Website

For more Halo stock information, or to buy or sell private shares, sign up for a MicroVentures account.

Halo Company Overview

Halo Investing is a transformative platform in the financial services industry, focusing on protective investment solutions. It provides financial advisors, wealth managers, and institutions with the tools to design, manage, and execute outcome-based investment strategies. The platform specializes in Structured Notes, annuities, and buffered ETFs, offering a unique and comprehensive marketplace that enhances the ability to tailor portfolios to individual client needs. Halo Investing’s technology stands out by simplifying the creation and customization of these complex financial products, enabling users to efficiently manage market risks while optimizing returns. The platform's intuitive interface and robust analytical tools support advisors in making data-driven decisions, enhancing their capacity to deliver personalized investment strategies. This approach not only broadens access to sophisticated investment vehicles but also democratizes the process, making it more transparent and accessible. The platform also provides extensive educational resources, helping financial professionals to better understand and utilize protective investment strategies. This commitment to education, combined with ongoing expert support, positions Halo Investing as a leader in the space, enabling advisors to confidently offer innovative solutions to their clients. Halo Investing collaborates with a wide network of global banks and insurance companies, allowing users to access a diverse range of products and market insights. To date, the platform has facilitated billions of dollars in transactions, reflecting its growing influence in the protective investment market. Halo's ability to integrate cutting-edge technology with a deep understanding of financial markets has made it an indispensable tool for financial professionals aiming to enhance their risk management strategies while providing clients with tailored investment solutions.

Management Team

Matt Radgowski CEO
Jason Barsema Co-Founder and President
Biju Kulathakal Co-Founder
Tom Belka CFO
Christine Friese Chief Human Resources Officer

Funding Information