DiscoverStartupsHalo Investing
Halo Investing company logo
Taking a manual and opaque market electronic and democratizing access11-50 Employees
  • B2B
  • Scale Stage
    Rapidly increasing operations
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11-50 people
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TradingPayment SystemsFin Tech
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Halo Investing careers

Taking a manual and opaque market electronic and democratizing access
The old school way of doing things is that RIAs would have to call banks to buy structured products. Often times, they don't know if their price is good or bad, and the process of doing an actual trade could take up to an entire week from trade to confirmation.

Our product aggregates many banks to provide the RIAs an auction process that allows for best price execution. Additionally, we provide easy to consume quant analytics for the RIA to use in their arsenal for sales purposes. Eventually, this technology will fall straight into the hands of the end consumer, which will fully democratize access to securities typically only available to RIAs.
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Peter Zhang
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Worked at @Halo Investing
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