A smarter investment platform to outpace the competition
Single advisor or global financial institution, Halo’s technology can help shape a better investment experience.
Our relationships span the wealth management industry
RIA aggregators & large RIAs
Capital markets divisions
Wealthtech
Private banks
Issuers and automation
Benefit from an unbiased, independent platform
01
Implement guardrails to choose the best product lineup for your advisors
02
Robust oversight considerations include record keeping, documentation, and analytics
03
Help improve advisor retention and recruiting with technologies and investment capabilities that are in high demand
04
Provide a more robust advisor workstation
Benefit from an unbiased, independent platform
01
Implement guardrails to choose the best product lineup for your advisors
02
Robust oversight considerations include record keeping, documentation, and analytics
03
Help improve advisor retention and recruiting with technologies and investment capabilities that are in high demand
04
Provide a more robust advisor workstation
The Halo difference
Independent
Halo helps eliminate conflicts of interest by remaining one of the last true independent investment platforms.
Award-Winning
Halo was recently named a Fast Company World’s Most Innovative Companies for the second time.
By advisors, for advisors
Because Halo was designed by former advisors, our platform integrates with most leading technologies.
We’re more than tech
We take a consultative approach to working with our clients, and are curious to learn about their businesses’ challenges and goals.
Build a defined
outcome portfolio
Discover how you can advance your investing with our products
Structured Notes
Structured Note SMA
Annuities
Tap the power of insurance based investments
Buffered ETFs
Explore ETFs that include a level of protection
Our latest thinking
Halo Investing Launches The Industry’s First Multi-Manager Structured Note SMA Marketplace
Article • March 14, 2023
Key Private Bank Selects Halo Investing For Access To Structured Notes Program
Article • March 13, 2023
Financial Advisors And Investors Can Access AIG Annuities On Halo’s Independent Digital Marketplace
Article • June 28, 2021
Riskalyze & Halo Partner To Expand Structured Note Access For Advisors
Article • August 12, 2020
How Halo Helps Guide Advisors Toward a Fee-Based Future
Article • July 19, 2022
Refining Your Tech Stack With Halo Investing
Article • March 14, 2022
Halo Investing Named 2023 World’s Most Innovative Companies By Fast Company
Halo Investing Selected By BMO Wealth Management U.S. To Provide Access To Structured Notes Program
Article • November 30, 2022
There’s the hard way, and the Halo way
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