CHICAGO & NEW YORK – [March 25, 2026] – Responding to a clear investor mandate for greater portfolio protection, Halo Investing and Derivaty today announced a strategic partnership. This collaboration is set to unlock access to institutional-grade, options-based risk management strategies, which have historically been complex, opaque, and operationally burdensome for most financial advisors to implement.
The partnership embeds Derivaty’s cutting-edge platform directly into Halo Investing’s leading marketplace for protective investments. In an environment where traditional diversification has often failed to protect against market downturns, this integration provides a seamless, end-to-end workflow for advisors. It empowers them to move from education and proposal generation to execution and lifecycle management, all within a unified platform.
“In today’s market, the ability to effectively manage risk is not just a value-add; it’s a core expectation from clients,” said Matt Radgowski, CEO of Halo Investing. “Our partnership with Derivaty is a direct answer to that need. By integrating their institutional-caliber options strategies, we are giving advisors more arrows in their quiver to build truly resilient portfolios that can weather uncertainty and still create opportunities for growth.”
“Partnering with Halo Investing is a natural fit. We share a mission to provide access, transparency, and efficiency to the wealth management community,” said Warun Kumar, CEO of Derivaty. “The most pressing conversation in wealth management today is about solving clients’ needs around risk and income. This partnership will supercharge our ability to reach more advisors, helping them implement sophisticated strategies that have been out of reach for too long and allowing them to deliver powerful solutions with confidence.”
About Halo Investing
Founded in 2015, Halo Investing is a technology-first wealth management platform that powers protective investing. Halo’s award-winning platform connects advisors, enterprises, and product manufacturers, enabling them to access and scale sophisticated risk-managed strategies that were once out of reach, including structured notes, SMAs, annuities and insurance, and Advanced Wealth Solutions. Halo is headquartered in Chicago and maintains offices worldwide. For more information, please visit: http://www.haloinvesting.com.
About Derivaty
Derivaty has been a pioneer in helping investment advisors use options to protect client portfolios since 2020. Its industry-first Digital Structuring Engine helps advisors efficiently design and scale outcome-focused strategies across client portfolios, while a deeply experienced implementation team streamlines execution and delivers a seamless end-to-end experience.
Media Contact:
Head of Growth & Marketing, Halo Investing
Vlad Moldavskiy
312-549-8340
vlad.moldavskiy@haloinvesting.com
