Halo Investing
Curated by SignalPortfolio management platform enabling wealth managers to optimize investment strategies.
Overview
Halo Investing is a fintech company that operates a portfolio management platform designed for wealth managers. The platform incorporates technology such as artificial intelligence and machine learning to assist in investment strategies and client outcomes. It offers various products, including structured products, white label distribution platforms, and customized reporting capabilities. The company targets investment professionals and aims to provide a customizable solution for managing protective investment strategies. Halo Investing facilitates real-time analytics and integrates with custodians and trading platforms, supporting wealth managers in delivering personalized advice while ensuring compliance and optimizing performance.
Key facts
- Founded
- 2015
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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