Halo Investing

HQ
Chicago
120 Total Employees
Year Founded: 2015

What's It Like to Work at Halo Investing?

Updated on August 31, 2026

Halo Investing Employee Reviews

It gives me purpose to be a part of a company whose mission it is to make investing an easier experience for everyone. Access to protective investments has been a hurdle in retirement planning. We’ve solved for that. I am making a difference at Halo!

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Lexi, Director, Enterprise Relationships (Annuities)
Lexi, Director, Enterprise Relationships (Annuities)

I enjoy working at Halo where there is a collaborative environment with all voices being heard. We have healthy dialogues that result in good decisions, knowing, at the end of the day, we are all working towards the same goal.

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Dana, Chief Compliance Officer
Dana, Chief Compliance Officer

I have always appreciated that Halo promotes a creative and family culture where people really care about each other personally and individually. Halo has always offered me the freedom to think outside of the box with enough time to do things the right way.

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Matt, Product Development Lead
Matt, Product Development Lead

Halo is bringing accessibility to uniquely powerful investments which can increase confidence and security for investors all over the world. Our motto is "impact before profits" and we live by that every day. It's about doing something that's bigger than ourselves. It’s about challenging the status quo and changing the world for the better.

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Jason Barsema, President and Co-Founder
Jason Barsema, President and Co-Founder

Halo operates a relatively flat organization. Any ideas to improve our product, a new initiative, or client experience are always welcomed. Working with clients on a daily basis, I regularly present welcomed feedback to the product team to help shape the direction of Halo's technology.

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Jeremy, Regional Vice President, Sales
Jeremy, Regional Vice President, Sales

What People Are Saying About Halo Investing

  • Mission & Purpose: Work centers on democratizing access to protective investments (structured notes, buffered ETFs, annuities), giving many roles a clear sense of impact. Partnerships, industry recognition, and ongoing education/content reinforce a focused mission.
  • Learning & Development: Opportunities include online course subscriptions, paid industry certifications, Series exam support, and regular lunch‑and‑learns. Exposure to complex, regulated advisor workflows builds on‑the‑job fluency in a specialized asset class.
  • Benefits & Perks: Offerings include flexible/unlimited PTO, paid parental leave, up to 80% health‑premium coverage, equity, and performance bonuses. Additional perks such as commuter benefits, gym support, and stocked snacks/drinks are commonly highlighted.

Halo Investing's Awards

award

Halo Investing's Benefits

Promote from within

Hosts in-person all-hands meetings

We hold a quarterly Town Hall meeting that covers a comprehensive company update.

Implements team-based strategic planning

Open office floor plan to encourage communication and collaboration

Uses an OKR operational model to clearly define goals and priorities

Utilizes an open door policy that encourages accessibility

Offers a remote work program

Utilizes a flexible work schedule

Utilizes a hybrid work model