Halo

Finance · Illinois, United States · 51-200 Employees

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Overview

Headquarters

200 W Jackson Blvd Fl 18, Chicago, Illin...

Phone Number

(312) 586-2790

Revenue

$51.6 Million

Industry

Finance Software Financial Software Lending & Brokerage

About Halo

Halo Investing offers a platform for protective investments tailored for financial advisors and institutions globally. Their services include structured notes, SMAs, annuities, and advanced wealth solutions, with a focus on customizability and risk mitigation. The company connects advisors with product manufacturers and provides educational resources to enhance investment strategies. Since its founding in 2015, Halo has facilitated over $45.5 billion in transactions, aiming to revolutionize the protective investment landscape.Explore more
Halo's Social MediaSIC Code 62,621NAICS Code 52,523Show more

Halo Org Chart

Matthew Radgowski, Chief Executive Officer at Halo
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Chief Executive Officer

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Jason Barsema, Co-Founder & President at Halo
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Co-Founder & President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Halo

$51.6M
51-200
Private
$116.5M
2015
$40.2M
51-200
Private
-
1999
RF
Robert FritzeVice President, Sales
$31.5M
51-200
Private
$67M
2018
AD
Alexandra DavisDirector, Strategic Programs & Chief of Staff
$18.9M
51-200
Private
$63M
2018
JL
Josh LaneChief Information Security Officer
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$16.7M
51-200
Private
-
-
NR
Nikki ReichardtDirector, Client Relations & Manager, Office
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
Illustration of an envelope

Halo Tech Stack

A closer look at the technologies used by Halo

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Frequently Asked Questions Regarding Halo

What is Halo's official website?
Halo's official website is www.haloinvesting.com
What is Halo's Revenue?
Halo's revenue is $51.6 Million
What is Halo's SIC code?
Halo's SIC: 62,621
What is Halo's NAICS code?
Halo's NAICS: 52,523
How many employees does Halo have?
Halo has 51-200 employees
What industry does Halo belong to?
Halo is in the industry of: Finance, Software, Financial Software
What is Halo competition?
Halo top competitors include: Portside, Luma Financial Technologies, Cabot Lodge Securities, Highland Funds I - Highland Opportunities and Income Fund
What technology does Halo use?
Some of the popular technologies that Halo uses are: WooCommerce, WordPress.org, PHP, HubSpot Marketing Free
How do I contact Halo?
Halo contact info: Phone number: (312) 586-2790 Website: www.haloinvesting.com
What does Halo do?

Halo Investing offers a platform for protective investments tailored for financial advisors and institutions globally. Their services include structured notes, SMAs, annuities, and advanced wealth solutions, with a focus on customizability and risk mitigation. The company connects advisors with product manufacturers and provides educational resourc... es to enhance investment strategies. Since its founding in 2015, Halo has facilitated over $45.5 billion in transactions, aiming to revolutionize the protective investment landscape.Read More

What are Halo social media links?
Halo Linkedin page Halo Twitter page Halo Facebook page
Who invested in Halo?
Halo has 6 investors including Owl Capital Group, PPP, William Blair Circle and Allianz Life Insurance Company of North America.
Is Halo a public company?
Halo is private company therefore does not currently have an official ticker symbol
See more information about Halo

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