Halo Investing is a financial technology platform that provides financial advisors with access to protective investment solutions, including custom Structured Notes and buffered ETFs, enabling them to better manage market risks in client portfolios. The platform streamlines the creation and aggregation of structured products, enhancing efficiency and personalization in wealth and retirement planning.
Funding
$120.9M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Financial advisors often face challenges in managing market risks within client portfolios, particularly in wealth and retirement planning, due to limited access to sophisticated protective investment solutions. Creating and aggregating structured products can be time-consuming and inefficient, hindering personalization and potentially impacting client outcomes.
Solution
Halo Investing is a technology platform that provides financial advisors with access to a marketplace of protective investment solutions, including custom Structured Notes, buffered ETFs, and annuities, designed to mitigate market risks. The platform streamlines the process of creating, analyzing, and managing these investments, enabling advisors to differentiate their practice and personalize client portfolios. By aggregating structured note offers and providing intuitive research and reporting tools, Halo Investing enhances efficiency and empowers advisors to build stronger client relationships through proactive risk management. The platform also offers educational resources and direct access to support teams, facilitating the integration of protective investments into financial planning strategies.
Target Audience
Halo Investing primarily serves financial advisors and wealth managers seeking to enhance their risk management capabilities and offer personalized protective investment solutions to their clients. The platform also caters to financial institutions looking to power their structured products and annuities capabilities.
Features
- All-in-one marketplace for creating custom Structured Notes tailored to specific client goals.
- Turnkey platform for quick and easy implementation of off-the-shelf protective investment products.
- Intuitive research, analysis, and reporting tools for confident incorporation of Structured Notes in client portfolios.
- Access to a variety of products, including Structured Notes, Buffered ETFs, Annuities, and Structured Note SMAs.
- Direct access to experts, offering ongoing, personalized support and a robust library of educational content.
- Aggregation of structured note offers, reducing the time required to find suitable investments.