*Halo Investing is not a broker/dealer. Securities offered through Halo Securities LLC, a SEC-registered broker/dealer and member of FINRA/SIPC. Halo Securities LLC is affiliated with Halo Investing. Halo Securities LLC Acts Solely as distributor/selling agent and is not the guarantor of any structured note products. Check the background of Halo Securities LLC on FINRA BrokerCheck. 2022 © Halo Investing
Location: United States, Illinois, Chicago
Employees: 51-200
Total raised: $12M
Founded date: 2015
Funding Rounds 1
| Date | Series | Amount | Investors |
| 06.06.2019 | Series B | $12M | - |
Mentions in press and media 20
| Date | Title | Description |
| 18.06.2025 | FIDx secures equity capital | Annuity platform FIDx FIDx Founded: 2017 Headquarters: Berwyn, Pennsylvania, United States Total Funding: $45.37M See full company profile "> announced the closing of new undisclosed growth capital led by Prudential Financial Pruden... |
| 06.08.2024 | EVO Wealth Consulting Launches Wealth Technology Solution Guide with 22 Industry Leaders | EVO Has Partnered with 22 Leading Wealth Technology Solutions Across the Technology Stack Technology Enhanced Infrastructure and Client Experience EVO Wealth Consulting helps growth-focused wealth managers navigate the expanding landscape o... |
| 03.03.2023 | Halo Investing Named to Fast Company's Annual List of the World's Most Innovative Companies for 2023 | Halo's protective investment platform joins the ranks of OpenAI, Disney, Tiffany & Co., and more CHICAGO, March 3, 2023 /PRNewswire-PRWeb/ -- Halo Investing has been named to Fast Company's prestigious annual list of the World's Most In... |
| 03.03.2023 | Halo Investing Named to Fast Company’s Annual List of the World’s Most Innovative Companies for 2023 | To be selected twice for this coveted award is a testament to the entire Halo team’s dedication to improving the investment experience. CHICAGO (PRWEB) March 03, 2023 Halo Investing has been named to Fast Company’s prestigious annual list o... |
| 06.09.2022 | Financial Secrets The Wealthy Use To Stay Wealthy: Structured Notes | Jason Barsema is the Co-founder/President of Halo Investing. |
| 09.06.2022 | Halo Investing and BNY Mellon’s Pershing Team Up on an Industry First, Offering RIAs & Broker Dealers Seamless Access to Structured Notes & Market-Linked CDs | CHICAGO (PRWEB) June 09, 2022 Halo Investing (“Halo”), an award-winning platform for protective investments, today announced an integration with BNY Mellon’s Pershing (“Pershing”), a leading provider of clearing and custody services, to inc... |
| 06.06.2022 | Halo Investing Adds Founder & Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits To Advisory Board | CHICAGO (PRWEB) June 06, 2022 Halo Investing, Inc. (Halo), the award-winning technology platform, is proud to announce that Charles "Chip" Roame, Founder & Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits... |
| 07.04.2022 | Halo Investing Adds Managing Partner of RLR Strategic Partners to Advisory Board | What attracted me to Halo is its unique trifecta of being independent, mission-driven, and providing a comprehensive technology ecosystem for wealth managers. Halo is blazing a trail in bringing investments to the broader investor community... |
| 02.02.2022 | Halo Investing Adds Former KeyBank Wealth Management President to Advisory Board | CHICAGO, Feb. 2, 2022 /PRNewswire/ -- Halo Investing, Inc. ("Halo") is pleased to announce that Terry Jenkins, former President of KeyBank Wealth Management and former President and CEO, US Wealth Management of BMO Harris Bank in ... |
| 27.12.2021 | What are the ‘jobs to be done’ of an investment manager? | David Teten Contributor Share on Twitter David Teten is founder of Versatile VC and writes periodically at teten.com and @dteten. More posts by this contributor The investment manager of the future The macro trends forcing change on the inv... |
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