Halo Investing

aid: halo-investing
name: Halo Investing
description: Halo Investing is a Chicago-based financial technology company that operates a marketplace for "protective investments"
  — structured notes, multi-manager structured note SMAs, buffered ETFs, annuities and insurance — connecting financial advisors,
  RIAs and financial institutions with more than 40 global banking and insurance issuers. Founded in 2015 by Biju Kulathakal
  and Jason Barsema, the platform lets advisors analyze, customize, price, execute and then monitor outcome-based products
  from a single dashboard, with tools such as the Aura portfolio simulator and an asset allocation framework for structured
  notes. Halo reports more than $45.5B in transactions since 2015 and employs 100+ people. Its affiliate Halo Securities LLC
  is an SEC-registered broker-dealer and a member of FINRA/SIPC, acting as distributor and selling agent for structured note
  products. The advisor platform at notes.haloinvesting.com is entirely authenticated behind a login. As of this profiling
  pass Halo Investing publishes no public developer portal, API documentation, OpenAPI/AsyncAPI/GraphQL contract, SDK, CLI,
  MCP server or A2A agent card; advisor-side API integration is offered through the third-party Schwab OpenView Gateway rather
  than a Halo-published API.
url: https://raw.githubusercontent.com/api-evangelist/halo-investing/refs/heads/main/apis.yml
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: unknown
  trial: false
  try_now: false
  public: false
  label: Unknown
  confidence: low
  source:
  - security
  generated: '2026-09-02'
  method: derived
image: https://haloinvesting.com/wp-content/uploads/2023/06/Halo-Logo-Sapphire-Header.png
x-type: company
x-source: harvest:secondary-market
x-tier: profiled
x-tier-reason: enrichment-pass
specificationVersion: '0.23'
created: '2026-08-04'
modified: '2026-08-04'
tags:
- Company
- Financial-Services
- Fintech
- WealthTech
- Investing
- Structured Notes
- Annuities
- Insurance
- Broker-Dealer
- Capital Markets
- Wealth Management
tags_raw:
- Company
- Financial Services
- Fintech
- WealthTech
- Investing
- Structured Notes
- Annuities
- Insurance
- Broker-Dealer
- Capital Markets
- Wealth Management
apis: []
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://haloinvesting.com/
- type: About
  url: https://haloinvesting.com/about/
- type: Blog
  url: https://haloinvesting.com/journal/
- type: BlogRSS
  url: https://haloinvesting.com/feed/
- type: Login
  url: https://notes.haloinvesting.com/logon
- type: SignUp
  url: https://haloinvesting.com/request-access/
- type: Contact
  url: https://haloinvesting.com/contact-us/
- type: Careers
  url: https://haloinvesting.com/careers/
- type: PrivacyPolicy
  url: https://haloinvesting.com/privacy-policy/
- type: TermsOfService
  name: Important Disclosures (legal terms)
  url: https://haloinvesting.com/important-disclosures/
- type: Compliance
  name: Regulatory disclosures — Reg BI, Form CRS, FINRA/SIPC, BrokerCheck
  url: https://haloinvesting.com/important-disclosures/
- type: BusinessContinuity
  url: https://haloinvesting.com/bcp/
- type: LinkedIn
  url: https://www.linkedin.com/company/halo-investing-inc
- type: Twitter
  url: https://twitter.com/HaloInvesting
- type: YouTube
  url: https://www.youtube.com/@haloinvesting
- type: SecondaryMarket
  url: https://forgeglobal.com/halo-investing_stock/
- type: Conformance
  url: conformance/halo-investing-conformance.yml
- type: DomainSecurity
  url: security/halo-investing-domain-security.yml
- type: LLMsTxt
  url: llms/halo-investing-llms.txt
x-enrichment:
  date: '2026-08-04'
  status: minimal
  artifacts_added: 4
  pass: local-v1