Halo Investing

HQ
Chicago
120 Total Employees
Year Founded: 2015

Halo Investing Company Growth, Stability & Outlook

Updated on August 31, 2026

What People Are Saying About Halo Investing

  • Market Expansion: International licensing in Abu Dhabi’s ADGM on January 19, 2023, with an active regulated entity, and entry into Canada via a BMO distribution tie‑up indicate expansion beyond the U.S. A role powering the Majarra ecosystem in Abu Dhabi further extends reach in the MENA region.
  • Strategic Partnerships: Collaborations such as BMO in Canada (September 25, 2023) and the December 10, 2025 agreement to power Majarra broaden distribution and institutional access. Additional 2026 agreements with WisdomTree, Ironlight, and Derivaty signal continued channel and capability build‑out.
  • Product Line Growth: The platform added an annuities capability in 2021 and continues to center on structured notes, annuities, and buffered ETFs. New initiatives like a structured‑note SMA marketplace and tokenization align with coverage that positions structured notes from “niche to core.”