HALO Technologies Pty Ltd Email Format

Investment ManagementNew South Wales, Australia11-50 Employees

HALO Technologies Pty Ltd is an investment management company based in Sydney, Australia, that provides an advisor platform for modern digital wealth management. The platform presents a single, scalable system that integrates operations, research, trading and digital advice, built to support compliance, performance and growth. Its capabilities include extensive global research—covering 40,000 companies across 31 exchanges—global market access to equities and managed funds via custodians, and fractional trading across more than 15,000 securities in the US, China and major European markets, complemented by productivity features and 29 model portfolios.

HALO serves financial advisers, wealth managers, private banks and advice-led brokers, aiming to streamline processes and enable scalable, high-quality client service. The company is based in Sydney, New South Wales, Australia, operating in the investment management industry. In 2024, HALO's UK arm established an operations and development presence in Glasgow to support its expansion in the market.

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