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: '0.23'
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
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