Latest Halo Investing News & Updates

See the latest news and media coverage for Halo. We track all announcements, press releases, and industry mentions in real time, all in one place.

Halo Investing (Halo)

Protective investment marketplace and financial technology platform

haloinvesting.com

Headquarters: Chicago, United States
Founded year: 2015
Company type: Private company
Number of employees: 125–200
Industry: Financial Technology (Fintech)

Last updated Yesterday

Latest news about Halo Investing (Halo)

In short: Halo launched new advisor solutions, tokenized structured notes on blockchain, and expanded partnerships across global markets.

Company announcements

Yesterday Halo

Halo Investing recaps September 2026 market performance and trends

Treasury yields surged while mega-cap tech drove S&P 500 gains. Inflation, rate hikes, and labor data shaped the narrow market landscape.

October 13 Halo

Halo partners with Composition Wealth to provide Aura simulator access

The partnership integrates Halo's Aura Portfolio Simulator into Composition Wealth's workflow, enabling advisors to model structured notes within client portfolios.

October 6 Halo

Halo partners with AFIN for annuity transitions

Liam Garvey highlights Halo's efficient process and cost-effective solutions, allowing clients to retain more funds or achieve better growth compared to previous providers.

September 10 Halo

Halo analyzes August market drivers and September outlook

Corporate profits surged due to AI spending and tariff refunds while bond yields peaked. The article warns that unusual tailwinds may not persist ahead of Q4.

Media coverage

March 11 FinancialContent

WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

WisdomTree, Inc. (NYSE: WT), a global financial innovator, and Halo Investing, Inc. (“Halo”) today jointly announced the official launch of the Halo-WisdomTree Structured Income Strategy...

March 10 Yahoo Finance

WisdomTree and Halo Investing Collaborate to Launch First-of-its-Kind Defined Outcome SMA Strategy, Expanding Access to Innovative Advisor Solutions

NEW YORK and CHICAGO, March 11, 2026 (GLOBE NEWSWIRE)-- WisdomTree, Inc. (NYSE: WT), a global financial innovator, and Halo Investing, Inc. ("Halo") today jointly announced...

November 11, 2025 Wealth Management

Rethinking Asset Allocation With Structured Notes

Traditional 60/40 portfolios face pressure from market volatility. Halo Investing CEO Matt Radgowski discusses how Structured Notes bridge conventional investments and alternatives. The platform's technology...

August 5, 2025 The TRADE

Kepler Cheuvreux and Halo Investing unveil strategic partnership to expand Middle East structured products access

The firms have said that the offering will combine Kepler Cheuvreux's structured solutions experience and global market access with Halo's digital platform technology to adapt...

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