hero

Jobs at Alumni Ventures Portfolio Companies

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companies
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Jobs
Halo Investing
Halo Investing
haloinvesting.com

Locations

North America · North Chicago, IL, USA · Chicago, IL, USA

industry

Finance · Lending and Investments

Size

51-200 employees

Stage

Series C+

founded in

2015

Halo Investing is an award-winning platform that disrupts how investment portfolios are built by democratizing access to protective investment solutions. The company provides access to protective investments, such as Structured Notes, buffered ETFs, and annuities, and is the first platform that allows advisors to create custom Structured Notes. With over 40 global banking and insurance partners and $30 billion in transactions since its founding in 2015, Halo connects advisors with product manufacturers and offers industry-leading tools and education. The platform aims to improve financial outcomes for all investors by integrating protective investment solutions at scale, helping financial advisors manage market risks within wealth and retirement planning.

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