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Unlocking financial potential, together
About us

Unlocking financial potential, together

Combining expert knowledge with superior technology, HALO has established itself as a leading global provider of financial services and technology, delivering institutional-grade investment tools to everyday investors.
Our mission

Seeing beyond the curve, with HALO

HALO democratizes investing through industry-leading FinTech, built by a global team of exceptional talent.

We strive to stay ahead of the curve. This allows us to constantly improve our platform and offer you the most advanced tools possible. As a result, you can make informed decisions and potentially achieve greater success in the ever-evolving financial landscape.

HALO Technologies investment platform

Our history

2017

Founding

HALO Technologies Pty Ltd is founded in Australia.

2018

Global Platform Launch

Launch of HALO Global platform, offering global equities research and thematic portfolios.

2019

Income Platform

Introduction of HALO Income platform for income-oriented investors.

2020

Trading & Mobile Expansion

Expansion of product suite with the launch of HALO Trading and HALO Mobile applications.

2021

Institutional Solutions

Enhancement of institutional offerings with the release of HALO Professional platform.

2022

IPO & ASX Listing

HALO Technologies IPO, HALO lists on the Australian Securities Exchange (ASX: HAL).

2023

UK Expansion

HALO Invest established post FCA regulated company acquisition.

Our team

Dynamic & experienced leadership

Based in Sydney, and with an office in Melbourne, HALO Technologies Pty Ltd is led by a dynamic management team with decades of experience in financial markets and technology.
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Matthew Roberts

Matthew Roberts

Managing Director
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Peter Oxlade

Peter Oxlade

Chief Executive Officer
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George Paxton

George Paxton

Chief Operating Officer
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Nicolas Bryon

Nicolas Bryon

Executive Director
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Phillipa Lewis

Phillipa Lewis

Non-Executive Chairman

See beyond the curve.

One solution for research, investing and model portfolio management.