A Better Technology Partner
We’ve built an award-winning financial technology platform to help financial advisors, banks and insurance carriers make their businesses more efficient.
Fast Company: The 10 Most Innovative Finance Companies of 2021
Halo Investing has been named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies for 2021, and among the top honorees in the Finance category. Halo Investing was recognized for democratizing defined outcome investing for mass-market savers, not just millionaires.
Halo Investing Chosen As Winner at 2020 Red Herring Top 100 North America
Halo Investing has been selected as a winner for Red Herring’s Top 100 North America award, one of the technology industry’s most prestigious prizes. Judges included journalists and industry leaders with expertise in finance, innovation, business strategy, market penetration, and more.
AllianzIM & Halo Partner on
Distribution of New Buffered Outcome ETFs
As partners, Halo & AllianzIM offer a scalable technology for clients to easily access and allocate Buffered Outcome ETFs within a portfolio. Halo’s technology is first in the market to help investors track and analyze this relatively new type of ETF.
Built on Halo’s core marketplace, the addition enables advisors to explore, transact, and manage annuities, all in one place. The platform includes several leading carriers, including Allianz Life Insurance Company of North America (Allianz Life).
Halo Investing and RetireOne®—the leading independent platform for fee-based insurance solutions—announced a partnership that expands RetireOne’s portfolio protection offerings with structured notes. Using Halo’s powerful, easy-to-use platform, our RIA partners can choose curated structured notes, or custom-build solutions.