Press

News

November 2022 – Halo Investing Selected by BMO Wealth Management U.S. to Provide Access to Structured Notes Program

https://www.globenewswire.com/news-release/2022/11/30/2565177/0/en/Halo-Investing-Selected-by-BMO-Wealth-Management-U-S-to-Provide-Access-to-Structured-Notes-Program.html?utm_campaign=General%20Communications&utm_content=229910321&utm_medium=social&utm_source=linkedin&hss_channel=lcp-16187694

September 2022 – Halo joins Avaloq.one Ecosystem

https://www.linkedin.com/posts/halo-investing-europe_independent-multi-issuer-technology-platform-activity-6977614323917426688-6p1-?utm_source=share&utm_medium=member_desktop

June 2022 - Halo Investing and BNY Mellon’s Pershing Team Up on an Industry First, Offering RIAs & Broker Dealers Seamless Access to Structured Notes & Market-Linked CDs

https://www.prweb.com/releases/halo_investing_and_bny_mellons_pershing_team_up_on_an_industry_first_offering_rias_broker_dealers_seamless_access_to_structured_notes_market_linked_cds/prweb18727817.htm

May 2022 - SRP France Conference Participation 

https://www.linkedin.com/posts/halo-investing-europe_srpfrance-structuredproducts-structuredretailproducts-activity-6937841481042817024-aHjj?utm_source=share&utm_medium=member_desktop

October 2021 - Fintech firm Halo raises money from Owl Capital, Mubadala

https://www.reuters.com/technology/fintech-firm-halo-raises-money-owl-capital-mubadala-2021-10-12/

October 2021 – Chicago fintech startup Halo Investing raises $100M

https://www.bizjournals.com/chicago/inno/stories/fundings/2021/10/12/halo-investing-raises-100m.html

October 2021 – Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing

https://www.riaintel.com/article/b1tz93f20fpjlp/owl-capital-leads-$100-million-funding-round-for-structured-note-assembly-line-halo-investing

October 2021 – Retirement investment startup raises mega-funding round

https://www.chicagobusiness.com/technology/startup-company-halo-investing-raises-mega-funding-round

Awards

Fast Company: The 10 Most innovative finance companies of 2021

https://www.fastcompany.com/90600205/finance-most-innovative-companies-2021

Halo Investing chosen as winner at 2020 Red Herring Top 100 North America

https://journal.haloinvesting.com/halo-investing-red-herring-award-finalist/

Halo Investing named among best places to work in FinTech in 2021

https://bestcompaniesgroup.com/best-places-to-work-in-financial-technology/