Halo Investing

HQ
Chicago
120 Total Employees
Year Founded: 2015
We're Hiring!

What's It Like to Work at Halo Investing?

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!

Lexi
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.

Dana
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.

Matt
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.

Jason Barsema
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.

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

What People Are Saying About Halo Investing

  • Mission & Purpose: Work centers on expanding access to protective investments for advisors and their clients, with clear lines from features to portfolio impact. The company frames this as democratizing complex products within a defined wealth‑tech niche.
  • Learning & Development: Roles provide hands‑on exposure to structured notes, annuities, and advisor workflows, creating a steep domain ramp. Development support includes paid industry certifications and access to online course subscriptions.
  • Autonomy: A small‑team, startup‑style environment enables broad ownership of projects and cross‑functional collaboration. Individuals can influence outcomes in a still‑scaling organization.

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