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.
Series C Coverage
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 announces it has raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital along with other notable investors including Allianz Life Ventures, Abu Dhabi Catalyst Partners, William Blair and Alumni Ventures Group.
Halo announces Great American Life® has joined its growing digital annuities platform. Financial advisors are now able to access, purchase, and manage Great American Life’s innovative suite of leading annuities through Halo.
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).