Halo Investing
Curated by SignalFintech platform offering protective investment solutions for financial advisors.
Overview
Halo Investing operates in the fintech sector, focusing on trade life cycle management and protective investment solutions. The platform offers financial advisors and wealth managers access to Structured Notes, buffered ETFs, and annuities, which can be used to develop customized investment strategies that meet client objectives. Halo incorporates advanced automation and real-time processing to enhance operational efficiency and risk management, facilitating navigation through the complexities of capital markets. The company's mission is to democratize access to these investment solutions, aiming to improve financial outcomes for a diverse range of investors. Additionally, Halo collaborates with leading financial institutions to strengthen its offerings and market presence.
Key facts
- Founded
- 2015
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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Open roles
12 rolesProduct Manager/Execution
Chicago, IL · On-site · Volunteer
Regional Vice President, Marketplace Sales
Chicago, IL · On-site · Volunteer
Compliance Analyst, Supervision
Chicago, IL · On-site · Volunteer
