Insights

Integrated Wealth Platform HALO Technologies offers a comprehensive digital wealth management platform that consolidates operations, research, trading, and digital advice, making it a valuable solution for financial advice providers seeking efficiency and scalability.

Global Market Access With access to over 40,000 companies across 31 exchanges and fractional trading of more than 15,000 securities globally, HALO can support advisors looking to expand investment options and diversify client portfolios internationally.

Partnership & Innovation Recent collaborations with P3 Marine and NIDEC Defense Group demonstrate HALO's capacity to integrate advanced AI and risk intelligence technologies, presenting opportunities to co-develop specialized solutions for niche markets such as marine and defense sectors.

Expansion and Growth The recent establishment of a UK operations center in Glasgow and the company's IPO expansion suggest ongoing growth ambitions, indicating potential for sales partnerships to support international scaling efforts.

Revenue Potential With revenues estimated between 100 million and 250 million dollars, HALO demonstrates strong market presence and a sizable customer base, making it a promising target for upselling additional compliance, analytics, and automation tools to enhance advisor productivity.

HALO Technologies Tech Stack

HALO Technologies uses 8 technology products and services including HubSpot Content Hub, JSON-LD, Goober, and more. Explore HALO Technologies's tech stack below.

HubSpot Content Hub

Content Management System

JSON-LD

Javascript Frameworks

Goober

Javascript Libraries

HubSpot

Marketing Automation

Online Community Software

HSTS

Security

HTTP/3

Web & Portal Technology

X-Content-Type-Options

Web & Portal Technology

HALO Technologies Email Formats	Example	Percentage
F.Last@halo-technologies.com	J.Doe@halo-technologies.com	100%

HALO Technologies Email Formats

Example

Percentage

F.Last@halo-technologies.com

J.Doe@halo-technologies.com

100%

Frequently Asked Questions

Where is HALO Technologies's headquarters located?

HALO Technologies's main headquarters is located at 1 York Street Level Sydney, New South Wales Australia. The company has employees across 3 continents, including OceaniaNorth AmericaAsia.

What is HALO Technologies's official website and social media links?

HALO Technologies's official website is halo-technologies.com and has social profiles on LinkedIn.

What is HALO Technologies's NAICS code?

HALO Technologies's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does HALO Technologies have currently?

As of May 2026, HALO Technologies has approximately 28 employees across 3 continents, including OceaniaNorth AmericaAsia. Key team members include Chief Executive Officer: M. R.Chief Executive Officer: J. A.Cfo: R. G. C.. Explore HALO Technologies's employee directory with LeadIQ.

What industry does HALO Technologies belong to?

HALO Technologies operates in the Investment Management industry.

What technology does HALO Technologies use?

HALO Technologies's tech stack includes HubSpot Content HubJSON-LDGooberHubSpotLinkedInHSTSHTTP/3X-Content-Type-Options.

What is HALO Technologies's email format?

HALO Technologies's email format typically follows the pattern of F.Last@halo-technologies.com. Find more HALO Technologies email formats with LeadIQ.

When was HALO Technologies founded?

HALO Technologies was founded in 2017.

HALO Technologies

Q: How many employees does HALO Technologies have currently?

HALO Technologies has approximately 28 employees.

Q: What technology does HALO Technologies use?

HALO Technologies's tech stack includes LinkedIn, Hotjar, Font Awesome, Google Tag Manager, cdnjs.

Q: What is HALO Technologies's NAICS code?

HALO Technologies's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew South Wales, Australia11-50 Employees

HALO Technologies is the advisor platform for modern digital wealth management.

We give advisors a single, scalable system that integrates operations, research, trading and digital advice—built for compliance, performance and growth.

Global research: 40,000 companies across 31 exchanges

Market access: Global equities and managed funds via leading custodians

Fractional trading: 15,000+ securities across the US, China and major European exchanges

Productivity tools: Bulk offers, digital client approvals, advisor reporting dashboards, streamlined client onboarding and more

Model Portfolios: 29 model portfolios providing exposure to major global themes and trends including Artificial Intelligence, Defense & Aerospace, Tech Stars, Founder Led and more. 

By combining technology, market access and revenue enablement, HALO delivers the foundation for efficient advice at scale—so firms can spend less time on process and more time on clients.

Who we serve: Financial advisers, wealth managers, private banks and advice-led brokers.
What you get: One platform. Better productivity. Better client experience.

Insights

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