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Awards & Recognition

Halo Investing Takes Home Two Awards at the 2026 Wealth Management Industry “Wealthies” Awards

Halo was honored to receive awards in both insurance and technology providers for our Legacy Book services and Portfolio Analytics by Aura.

This year, Halo was honored to receive TWO Wealth Management Industry Awards at the 2026 Wealthies!

We are grateful to Wealth Management by Informa and this year’s judges for the recognition, and to the advisors and institutions who trust us with their work.

For more information on Halo Investing Insurance Services and Aura by Halo Investing portfolio analytics, request access to Halo’s platform.

About Halo

Halo Investing is an award-winning technology platform on a mission to democratize access to protective investments. By connecting financial advisors with structured notes, buffered ETFs, and annuities from 40+ global banking partners, Halo gives advisors the tools, technology, and education to build more resilient portfolios for their clients. Founded in 2015 and headquartered in Chicago — with offices in Abu Dhabi and Zurich — Halo has facilitated over $45.5 billion in transactions.

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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized.

The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. It is not intended for institutional investors in any jurisdiction in which distribution or purchase is not authorized. The information is directed at informing persons falling within one or more of the following categories:

  • A government, local authority or public authority
  • A bank or insurance company
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

Information on this site does not constitute a recommendation to purchase any product.