Company intelligence
Halo Investing
Powering protective investing for wealth managers worldwide.
Financial Services
Chicago, US
125 employees
Founded 2015
2 public signals
About Halo Investing
Halo is a wealth management technology ecosystem that powers protective investing. We help advisors and enterprises design, execute, and manage defined outcomes across Structured Notes, Managed Solutions, Insurance & Annuities, and Advanced Wealth Solutions — at scale. Important Disclosures: https://haloinvesting.com/disclaimer/.
Verified activity
Signals from Halo Investing
2 published signals
Presence & Recognition
Halo Investing was named a finalist in two categories at the 2026 Wealth Management Industry Awards in New York.
Reported by Halo Investing
Customers & Market
Halo Investing moved Andrew B. Labas, CFP, CWS, AIF, to operate on a true fee basis with Halo to access a broader marketplace of protective investment solutions.
Reported by Halo Investing