Halo Investing

A global platform
for defined outcome
investing

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TAKE CONTROL OF YOUR INVESTMENTS

Know what to expect,
before the market moves.

Investing can be complicated. We want to solve the product selection process by allowing you to customize expected outcomes for your clients. You’re building a future for your clients, we’ve built the investing platform.

Halo for Advisors

Halo gives financial advisors, wealth managers, private banks and RIAs access to a structured product marketplace. Our technology tackles a time-consuming, manual process giving you more time with your clients.

Advisor Solutions

Halo for Issuers

Halo works with issuing banks and global financial institutions to deliver structured products to investors. We’re cutting time and costs by automating issuance, built on a scalable platform with industry-leading technology.

Issuer Solutions