# Halo Investing

**Canonical:** https://apis.io/providers/halo-investing/  
**Website:** https://haloinvesting.com/  
**APIs profiled:** 0

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.

## Kin Score — 17.9 / 100 (emerging)

Scored 2026-08-17 under rubric 0.11.0. Trend: flat (+0.0 from 17.9).

| Facet | Score |
|---|---|
| Discoverability | 57.4 |
| Contract Quality | 0.0 |
| Governance | 0.0 |
| Operational Transparency | 0.0 |
| Developer Ergonomics | 2.2 |
| Commercial Clarity | 42.1 |

Regulatory layer — **Insurance**: 36.4 (matched via tags).

## Agent readiness — 0.0 (human-only)

| Dimension | Value |
|---|---|
| Spec Presence | no |
| Agentic Access | no |
| MCP Server | no |
| Auth Clarity | no |
| Idempotency | no |
| Error Semantics | no |
| OpenAPI Examples | no |
| Rate Limit Signal | no |
| Event Surface Described | no |
| Agent Skills | no |
| Well Known Catalog | no |
| Consent Identity | no |
| Agent Card | no |
| Dry Run Mode | no |

## Security (1)

- **Halo Investing Domain Security** — TLSv1.3 · HSTS · DMARC

## Tags

Company, Financial Services, Fintech, WealthTech, Investing, Structured Notes, Annuities, Insurance, Broker-Dealer, Capital Markets, Wealth Management

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Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/providers/halo-investing/). Scores are computed from the provider's own public artifacts under a published rubric.