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Halo
https://haloinvesting.com/The all-in-one platform for building protective investment solutions. Crafting the right portfolio for clients is hard enough. Halo gives financial advisors access to solutions that used to be exclusive to the ultra-wealthy. Clients want assurance that advisors have their best interests in mind. Advisors are looking for the tools to make it happen. Issuers want to sell their products efficiently. Halo makes that possible, all on one platform.
Awards
Halo’s award-winning platform gives you a new way to find and manage outcome-based investments. Fueling your business for better client experiences.
Industry
Investment
year founded
2022
social
