HALO Technologies

Name

HALO Technologies

Legal name

HALO Technologies Pty Ltd

Website

https://halo-technologies.com

Company type

Public

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Investment Research and Trading Platform

NAICS

Portfolio Management and Investment Advice (52394), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Institutional Multi-Asset Trading Platforms (OTC/RFQ) (FSAFAEAB)

akta.pro secondary industry

Algorithmic Trading & Execution Platforms (FSAFANAN)

Keywords

• Investment research platform
• Global equities trading
• Portfolio management software
• Thematic model portfolios
• Financial advisor tools

Headquarters

HQ city

Melbourne

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Subscription Fees: Annual subscription fees for platform access. Payment cycles available: Monthly, Quarterly, or Upfront (1-10 years). The Initial Term is at least one year up to ten years. Arrears payment is not an option.
2. Research Fees: Research fee per annum calculated daily and charged monthly on the market value of holdings in Model portfolios. This is in addition to standard brokerage and currency conversion fees.
3. Brokerage Fees: Brokerage and currency conversion fees charged for each buy or sell transaction. Additional taxes and fees charged by exchanges and countries in foreign jurisdictions are passed on to customers.
4. Platform Access Fee: Annual platform access fee payable for use of the software and content.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels9 records

Core offering

HALO Technologies operates a cloud-based investment research, trading, and portfolio management platform providing access to over 35,000 securities across 30 global exchanges including the ASX, NASDAQ, and NYSE. The platform combines customisable charting, real-time ASX pricing, an 18-month dividend forecast, thematic Model Portfolios, and brokerage execution via an Interactive Brokers sub-custodian integration. It is offered as HALO Global for self-directed personal investors and SMSFs, and as HALO Professional for financial advisors, stockbrokers, and asset consultants.

Product overview

HALO Technologies offers a unified financial services platform combining research, investing, and portfolio management tools. The core offering is the HALO Global platform, which integrates three main modules: HALO Research (customisable charting and market analysis), HALO Invest (global trading across 30 exchanges), and HALO Manage (portfolio analytics and tax reporting). The platform is extended through Model Portfolios of 10 professionally-selected shares aligned to themes like AI, Defense, and Quantum Computing, plus Research Reports providing regional investment recommendations. HALO Professional provides institutional-grade tools for financial advisors, stockbrokers, and asset consultants. The ecosystem includes HALO Mobile applications for iOS and Android, with specialised sub-brands for SMSFs, income investors, and growth investors.

Differentiator

Problem solved

Functional benefit

Brands

• HALO Global: Equities research and execution solution allowing users to analyse and invest in over 35,000 shares and ETFs across 30 exchanges
• HALO Professional
• HALO Mobile
• HALO Income
• HALO Invest
• Halo Captain

Products and services

• HALO Global HALO's flagship equities research, investing, and portfolio management platform enabling users to analyse and invest in over 35,000 shares and ETFs across 30 global exchanges. Provides institutional-grade research tools, customisable charting, dynamic watchlists, real-time ASX pricing, 18-month dividend forecasts, and Model Portfolios in a single integrated solution for personal investors and SMSFs.
• HALO Professional Institutional-grade platform for financial advisors, stockbrokers, and asset consultants that brings together global trading, analytics, model-based investing, and integrated reporting into one connected ecosystem for professional investment management.
• HALO Mobile Native mobile applications for iOS and Android providing access to HALO's research, trading, and portfolio management tools on the go, with global coverage across 30 exchanges, signals, monitors, broker consensus, and portfolio alerts.
• Model Portfolios Thematic model portfolios (called 'Models') consisting of 10 professionally-selected shares aligned to specific markets, industries, trends, themes, or investment styles such as 5G, Defense & Aerospace, Artificial Intelligence, Big Oil, and Quantum Computing. Portfolios are monitored daily and reviewed quarterly by an investment committee with 50+ years combined experience.
• Research Reports Expert regional investment recommendations and thematic research reports hand-selected by HALO's experienced research team. Coverage spans global, Americas, Canada, Mexico, Asia, Europe, Middle East, and Africa markets.
• HALO for Income Investors Specialised platform for income-focused investors with dividend monitors, expected dividends tracking (18-month rolling forecast), portfolio signals, and analysis tools to build sustainable dividend income portfolios for retirement funding.
• HALO for Growth Investors Specialised platform for growth-oriented investors providing global research, trading signals, forecast financial data, broker consensus, and tools to invest in the world's fastest-growing companies.
• HALO for SMSFs Platform offering for Self-Managed Super Funds providing tools, data, and research for SMSF trustees to invest directly in equities and managed funds with GS007-compliant tax reporting and streamlined administration.
• HALO Invest (UK) UK-regulated operation established via the acquisition of an FCA-regulated company, enabling HALO to offer its research and trading platform to UK-based individual and professional investors under UK financial services regulation.

Quantifiable outcome

• 5G Thematic Portfolio returned +87.76% over 12 months (20 March 2025 to 20 March 2026)
• +6 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

Two partnerships are on record, tiered core.

• P3 MarinecoreStrategic or Co-development Partner · 15 December 2025HALO Technologies' marine division, Halo Captain, has partnered with P3 Marine to develop an AI and fintech platform for the maritime sector. The platform aims to integrate risk assessment, operational management, compliance, and financial intelligence to enhance transparency and efficiency in the maritime industry.
• Interactive BrokerscoreTechnology or IntegrationInteractive Brokers serves as HALO's sub-custodian for securities custody. Customer cash deposits are received in HALO's trust account at ANZ and moved to Interactive Brokers within two business days. Interactive Brokers or sub-custodians appointed by Interactive Brokers are the legal owners of securities held in trust for customers.

Scale indicators7 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• TradingView: Global charting, social-investing, and market-data platform used by retail and professional investors across 30+ markets. Overlaps HALO on advanced charting, watchlists, and global market data, but TradingView operates at much larger scale and is not an Australian-headquartered specialist.
• Morningstar: Global investment-research and portfolio-analysis firm serving advisors, institutions, and individual investors with data, ratings, and managed-portfolio tools. Comparable to HALO's research and portfolio-management layer at significantly greater scale and broader global distribution.

Direct peers

• Selfwealth: ASX-listed Australian self-directed trading platform offering CHESS-sponsored ASX and US share trading with research and community features. Direct competitor for Australian self-directed retail investors and SMSFs, overlapping HALO's Personal and SMSF segments.
• Stake: Australian-headquartered commission-free global equities trading platform with a freemium subscription tier, mobile-first product, and US/AU/NZ exchange coverage. Closely comparable to HALO on global multi-exchange trading, retail onboarding, and tiered pricing.
• Pearler: Australian long-term investing platform combining brokerage (AU and US equities), automated investing, fractional shares, and content-led investor education. Comparable to HALO on the goal-based, long-horizon retail investing proposition in the Australian market.
• Simply Wall St: Sydney-headquartered fundamental-investment-research platform that visualizes financial data into 'snowflake' analyses and delivers stock ideas to retail investors. Overlaps HALO's research/content layer with similar audience (self-directed investors) and similar Australian/Southeast-Asian origin and global ambitions.
• Sharesight: Founded in New Zealand and Australia-focused, Sharesight offers global equities/ETF tracking, dividend reporting, tax-ready performance, and (via its 2024 Untitled alpha acquisition) a research-style investment idea product. Directly comparable to HALO on the self-directed investor workflow of research + global market access + portfolio management + tax reporting.
• CommSec: Australia's largest retail broker and a division of Commonwealth Bank. Provides ASX and US share trading, research, and SMSF tools to Australian retail investors. Direct competitor for HALO's core Australian retail and SMSF customer base.
• Tiger Brokers: Multi-market online brokerage (US, Hong Kong, Singapore, Australia, China) with global equities and derivatives access, research tools, and an institutional community offering. Comparable to HALO on cross-border trading, global research, and Asia-Pacific distribution, and a credible competitor for HALO's Australian and UK customers.

Others

• Interactive Brokers: HALO's sub-custodian and execution partner, and itself a major global multi-asset retail/professional brokerage. Directly comparable infrastructure-wise but also a partner relationship; functions as both an enabler and a potential disintermediator of HALO's value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/HALOTechGlobal
• YouTubeyoutube.com/channel/UCag_PIM1U73uRWdNbcZaE4A
• Facebookfacebook.com/halotechnologies
• LinkedInlinkedin.com/company/halo-platform/mycompany
• Instagraminstagram.com/halo_technologies

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HALO Technologies