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Press Coverage

Halo Reshapes Wealth Management With Their All-In-One Platform

Former banker Jason Barsema and tech entrepreneur Biju Kulathakal democratize access to investment opportunities that until recently were largely only available to high-net-worth investors.

Built in Chicago: Halo Investing Plans for Growth

After a year of impressive growth, Halo Investing plans to expand from 120 employees to 200-250 by the end of the year. It anticipates hitting the 500-1,000 employee range in the next 18-24 months.

Investment News: Bridging the Gap between Stocks & Bonds

In this episode of 3 Questions, Halo’s President & Co-Founder, Jason Barsema, covers everything from bridging the risk gap between stocks & bonds to democratizing the world of protective investing.

Animal Spirits: The Structured Marketplace

This episode of the Talk Your Book series covers the basics of Structured Notes, and the coming boom in customization for advisors.


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.

Halo Investing Named Among Best Places to Work in FinTech in 2021

“Best Places to Work in Financial Technology” is a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback.

Press Releases

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.


Halo Investing Launches Annuities Platform

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).


RetireOne and Halo Announce Partnership

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.


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