Expansion into new markets Halo Investing has been expanding globally, with recent hires focusing on UK, Middle East, and Africa regions. This presents sales opportunities to penetrate these markets further and establish partnerships with local financial institutions.

Product diversification and innovation The launch of investment research tools and new structured note products by Halo Investing demonstrates a commitment to innovation. Sales teams can leverage these new offerings to engage clients and differentiate themselves in the market.

Strategic partnerships with GeoWealth Management The partnership with GeoWealth Management to integrate structured notes into model portfolios signifies strategic collaborations. Sales development representatives can explore similar partnerships with other wealth management firms for mutual growth and expansion.

Leadership transitions for sales alignment Recent appointments of key personnel such as the CEO and Executive VP of Institutional Sales indicate a focus on strengthening sales leadership. Business development professionals can capitalize on this alignment to drive sales initiatives and foster customer relationships.

Financial growth and stability With a revenue range of $10-$50M and significant funding of $112M, Halo Investing exhibits financial stability. Sales teams can leverage this credibility to attract potential clients looking for long-term partners with a strong financial standing.