What departments does Halo Investing have?

Halo Investing has employees across 9 departments including Entrepreneurship, Operations, Customer Success, Product Management, Engineering.

What is the largest department at Halo Investing?

The largest department at Halo Investing is Product Management with 2 employees.

Where are Halo Investing employees located globally?

Halo Investing has employees across 4 continents and 7 countries including South Africa, United Arab Emirates, India, Hungary, Serbia.

How has Halo Investing's team size changed over time?

Halo Investing's team has decreased from approximately 161 to 110 employees based on available data.

Halo Investing Employee Directory

Financial ServicesIllinois, United States51-200 Employees

Halo Investing operates a technology platform and marketplace in financial services that links financial advisors with protective investment products from leading global institutions. The platform encompasses products such as structured notes, separately managed accounts, annuities, and other advanced wealth solutions. Based in Chicago, the company serves a worldwide client base and has a mid-sized team. The model focuses on expanding access to risk-managed investment options that have historically been less available to individual and intermediary investors. The marketplace targets financial advisors and investors seeking protective strategies, consolidating offerings from major institutions into a single access point. In April 2026, Halo Investing announced a strategic collaboration with Ironlight Group to tokenize and list structured notes on the blockchain.

Halo Investing Global Highlights

North America
118

United States Of America
118

Asia
8

India
7
United Arab Emirates
1

Europe
5

Hungary
2
United Kingdom Of Great Britain And Northern Ireland
2
Serbia
1

Africa
2

South Africa
2

Halo Investing's Leadership

S. H.
Chief Executive Officer
Mobile Phone
Email
J. G.
Head Of Halo Investing Insurance Services
Mobile Phone
Email
A. M.
Head Of Operations And Client Experience - Emea
Mobile Phone
Email
A. K.
Head Of Enterprise - Emea
Mobile Phone
Email
C. C.
Owner And Expert Men's Stylist
Mobile Phone
Email
M. T.
Region Vice President
Mobile Phone
Email
C. S.
Relationship Manager
Mobile Phone
Email
I. R.
Product Manager
Mobile Phone
Email

Halo Investing Employee Metrics

100%

50%

0%

2026

2025

Engineering
Operations
Sales
Product Management
Analytics
Other
Customer Success
Banking
Finance
Entrepreneurship
Information Technology

Contact profiles from Halo Investing

Name

Title

Contact Info

Location

Last Update

C. C.
Owner And Expert Men's Stylist
Mobile Phone
Email
Oct 22, 2024
S. H.
Chief Executive Officer
Mobile Phone
Email
Apr 22, 2026
J. G.
Head Of Halo Investing Insurance Services
Mobile Phone
Email
Apr 16, 2026
M. T.
Region Vice President
Mobile Phone
Email
May 31, 2026
A. M.
Head Of Operations And Client Experience - Emea
Mobile Phone
Email
South AfricaWestern Cape
Jul 17, 2026
C. S.
Relationship Manager
Mobile Phone
Email
Jun 25, 2026
I. R.
Product Manager
Mobile Phone
Email
Hungary
Jul 17, 2026
K. C.
Technical Lead
Mobile Phone
Email
Apr 22, 2026
Á. S.
Senior Product Manager
Mobile Phone
Email
Hungary
Jul 30, 2026
B. V. C.
Agile Project Manager
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Halo Investing known for?

Halo Investing was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-408-314-****

. Explore Halo Investing's company overview page for more information.

What is Halo Investing's most common email format?

Halo Investing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Halo Investing email formats with LeadIQ.

How many employees does Halo Investing have currently?

Halo Investing has approximately 127 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Halo Investing's key employees and leadership?

As of July 2026, Halo Investing's key employees include:

Chief Executive Officer: S. H.
Head Of Halo Investing Insurance Services: J. G.
Head Of Operations And Client Experience - Emea: A. M.
Head Of Enterprise - Emea: A. K.
Owner And Expert Men's Stylist: C. C.

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Halo Investing Employee Directory

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