Companies Halo Investing

Halo Investing

Chicago, Illinois, USA

120 Total Employees

Year Founded: 2015

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Fintech

Software

Financial Services

One of the ten most innovative finance companies in 2023, according to Fast Company.

Halo Investing is an award-winning technology platform that disrupts how protective investment solutions are used worldwide. Headquartered in Chicago, with employees worldwide, we’re on a mission to change the world by democratizing access to investment solutions that were previously unavailable to most investors. Our marketplace connects financial advisors and investors to protective investment products – including structured notes and annuities – offered by leading global financial institutions.

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Halo Investing

Regional Vice President/Marketplace Sales

Remote or Hybrid

USA

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Halo Investing Offices

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Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Halo values both in-person collaboration and flexibility to work from home. At our Chicago office, we offer employees a hybrid work environment, with three days in the office and two days remote

Typical time on-site: Flexible

HQChicago, Illinois, USA

What the Team is Saying

It gives me purpose to be a part of a company whose mission it is to make investing an easier experience for everyone. Access to protective investments has been a hurdle in retirement planning. We’ve solved for that. I am making a difference at Halo!

Lexi, Director, Enterprise Relationships (Annuities)

I enjoy working at Halo where there is a collaborative environment with all voices being heard. We have healthy dialogues that result in good decisions, knowing, at the end of the day, we are all working towards the same goal.

Dana, Chief Compliance Officer

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

Matt, Product Development Lead

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world. Our motto is "impact before profits" and we live by that every day. It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

Jason Barsema, President and Co-Founder

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.