Halo Investing

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.

Halo Investing is profiled on the APIs.io network. Tagged areas include Company, Financial Services, Fintech, WealthTech, and Investing.

Halo Investing’s developer surface includes engineering blog, signup flow, YouTube channel, and 16 more developer resources.

🌐 Visit website 📡 Source on GitHub

17.9/100 emerging ▬ flat Agent 0/100 human only Full breakdown ↓
scored 2026-08-17 · rubric v0.11.0

0 APIs

CompanyFinancial ServicesFintechWealthTechInvestingStructured NotesAnnuitiesInsuranceBroker-DealerCapital MarketsWealth Management

Kin Score

Kin Score How this is scored →
scored 2026-08-17 · rubric v0.11.0

Composite quality — 17.9/100 · emerging

Contract Quality 0.0 / 21

Developer Ergonomics 0.4 / 17

Commercial Clarity 7.2 / 17

Operational Transparency 0.0 / 11

Governance 0.0 / 10

Discoverability 4.9 / 9

Regulatory Posture 5.5 / 15

Agent readiness — 0/100 · human only

Machine-Readable Contract 0 / 18

Agentic Access Contract 0 / 10

MCP Server 0 / 12

Machine-Readable Auth 0 / 10

Idempotency 0 / 9

Stable Error Semantics 0 / 8

Request/Response Examples 0 / 7

Rate-Limit Signaling 0 / 7

Typed Event Surface 0 / 6

Agent Skills 0 / 5

Well-Known Catalog 0 / 4

Consent & Bot Identity 0 / 3

A2A Agent Card 0 / 8

Dry-Run / Simulate Mode 0 / 4

Regulatory Posture applies to this provider. Its tags matched the Insurance regime, so Regulatory Posture carries 15 points of the composite. If this regime is wrong for your business, say so on your provider repo — the applicability map is public and we will correct it.

The six quality facets above are damped to 85 points between them, because the conditional facet above carries the other 15. That is why each facet's contribution is shown against a damped maximum: raising a quality facet moves the composite by 85% of its nominal weight, not 100%. The full arithmetic is at apis.io/rating/.

Improve this rating by publishing the missing artifacts — every area above can be raised, and the full rubric is at apis.io/rating/. This rating is computed from github.com/api-evangelist/halo-investing: open an issue to ask a question, or submit a pull request to add artifacts. Want it done for you? Prioritized profiling — $2,500 →

Get Started 2

Portal, sign-up, and the first successful call

Login

SignUp

SignUp

Agent Surfaces 1

MCP servers, agent skills, and machine-readable catalogs

LLMsTxt

LLMsTxt

Design & Contract 1

Pagination, idempotency, versioning, errors, and events

Conformance

Conformance

Access & Security 2

Authentication, authorization, and security posture

Compliance

Compliance

DomainSecurity

DomainSecurity

Learn 1

Tutorials, courses, talks, and written guidance

YouTube

YouTube

Operate 1

Status, limits, changes, and where to get help

Contact

Contact

Commercial 2

Pricing, plans, and the legal terms of use

PrivacyPolicy

PrivacyPolicy

TermsOfService

TermsOfService

Company 7

The organization behind the API

Website

About

Blog

BlogRSS

Careers

LinkedIn

Twitter

Twitter

Scroll for all 7

Other 2

Properties that don't map to a standard resource type

BusinessContinuity

BusinessContinuity

SecondaryMarket

SecondaryMarket

Source (apis.yml)

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
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: '0.20'
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
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