Halo Investing vs Alpaca
Side-by-side comparison of AI visibility scores, market position, and capabilities
Halo Investing is a Chicago-based platform for structured notes, annuities, and buffered ETFs serving 6,500+ RIAs; raised $120M total including a $100M Series C led by Owl Capital;
About
Halo Investing is a financial technology company founded in 2015 and headquartered in Chicago, Illinois, that operates the leading marketplace and technology platform for protective investment products — specifically structured notes, buffered ETFs (defined-outcome ETFs), and annuities. The platform connects registered investment advisors (RIAs), broker-dealers, and financial institutions with a curated catalog of protective investment solutions from multiple issuing banks and insurance companies, simplifying the sourcing, customization, and management of products that cap downside risk while preserving upside participation. Halo serves over 6,500 RIA firms through its marketplace.
Alpaca is a self-clearing broker-dealer and global leader in brokerage infrastructure APIs for stocks, ETFs, options, and fixed income; raised $52M Series C in April 2025 totaling $170M;
About
Alpaca is a developer-first brokerage infrastructure company founded in 2015 and headquartered in San Mateo, California. It operates as a fully self-clearing broker-dealer with DTCC, Nasdaq, OCC, and FICC memberships — enabling it to provide end-to-end brokerage infrastructure for stocks, ETFs, options, fixed income, and cryptocurrency without requiring partners to manage their own clearing relationships. Alpaca's Broker API allows fintech companies, neobrokerages, robo-advisors, and wealth management platforms to embed multi-asset trading into their applications with a single integration.
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