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HALO TECHNOLOGIES HOLDINGS LTD competitors & alternatives

Financial ServicesSydney, Australia

The 12 closest competitors and alternatives to HALO TECHNOLOGIES HOLDINGS LTD among financial services companies — ranked by similarity to what HALO TECHNOLOGIES HOLDINGS LTD actually does, not by market-cap band.

12Competitors listed

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About HALO TECHNOLOGIES HOLDINGS LTD

Headquartered in Sydney, Australia, and established in 2017, Halo Technologies Holdings Limited specializes in delivering comprehensive equity research and portfolio management services. These services cater to both commercial enterprises and financial professionals across Australia and international markets. The company's diverse offerings include advanced equities research and analytical capabilities, robust portfolio management instruments, international trade execution functionalities, and tailored themed investment strategies. Central to its product suite is HALO Global, an integrated equities research and trading platform. This solution enables users to meticulously analyze and manage investments, incorporating features such as an intuitive charting interface, sophisticated stock scanning and blending tools, real-time signals and monitoring, aggregated broker consensus data, and pre-constructed Thematic Portfolios for direct investment.

HALO TECHNOLOGIES HOLDINGS LTD at a glance

HALO TECHNOLOGIES HOLDINGS LTD is a financial services company headquartered in Sydney, Australia. Xcout tracks 11 named people at HALO TECHNOLOGIES HOLDINGS LTD, including Jeffrey Allen Miller (Chairman of the Board, President & Chief Executive Officer).

HALO TECHNOLOGIES HOLDINGS LTD leadership

  • Jeffrey Allen MillerChairman of the Board, President & Chief Executive Officer
  • Jeffrey Shannon SlocumExecutive VP, COO & Director
  • Eric J. CarreExecutive Vice President & Chief Financial Officer
  • Lawrence J. PopeExecutive VP & Chief Administrative Officer
  • Van H. BeckwithExecutive Vice President, Secretary & Chief Legal Officer
  • Stephanie HolzhauserSenior Vice President & Chief Accounting Officer

5 more named people on record for HALO TECHNOLOGIES HOLDINGS LTD, with roles, board committees and tenure — see the full roster →

Top 12 HALO TECHNOLOGIES HOLDINGS LTD competitors

Ranked by semantic similarity — how close each company is to HALO TECHNOLOGIES HOLDINGS LTD by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.

Solowin HoldingsAXG · Asset ManagementHong Kong, Hong Kong
64% matchPublic

Asset Management

Solowin Holdings (AXG), established in 2021 and headquartered in Tsim Sha Tsui, Hong Kong, operates as an investment holding firm. Its primary focus is on delivering a broad spectrum of financial solutions across Hong Kong. The company's offerings encompass securities brokerage, corporate finance advisory, investment guidance, and comprehensive asset management services. A cornerstone of its brokerage activities is the Solomon Pro trading platform, which empowers investors to execute trades for listed securities and their derivative products. This platform grants access to major global exchanges, including the Hong Kong Stock Exchange (HKEX), New York Stock Exchange (NYSE), Nasdaq, Shanghai Stock Exchange (SSE), and Shenzhen Stock Exchange (SZSE). Beyond its core platform, Solowin provides an extensive array of specialized financial services. These include Hong Kong equity trading, facilitating initial public offering (IPO) subscriptions and placements, bond trading, and fund subscription services. The company also manages equity custodianship and agency functions, offers investment immigrant account management, and supports enterprise employee shareholding exercises. Clients further benefit from professional investment research and instant quotation services. Solowin delivers personalized investment advisory services, carefully tailored to align with each client's unique financial objectives and risk appetite. It is also actively involved in issuing and managing a diverse range of fund products. Its professional asset management capabilities cater to both financial and private institutions, alongside offering bespoke financial services designed for individual investors. Additionally, the company provides investment banking services, financial and independent financial advisory for both unlisted and listed corporations, and access to offshore private fund investment opportunities.

Market cap$115.3M
Employees25
Solowin Holdings competitors & alternatives →
SEQUOIA FINANCIAL GROUP LTDSEQ · Asset ManagementMelbourne, Australia
63% matchPublic

Asset Management

Sequoia Financial Group Limited, an integrated financial services firm headquartered in Sydney, Australia, delivers a comprehensive suite of financial products and services. Primarily serving retail and wholesale clients, as well as professional service companies across Australia, the organization previously operated as MDS Financial Group Limited until its rebranding in December 2015. Sequoia conducts its operations through several key divisions: the Sequoia Licensees Services Group, Sequoia Professional Services Group, Sequoia Equity Markets Group, and Sequoia Direct Investment Group. The Licensees Services segment offers crucial licensing, support, and corporate advisory services—including merger and acquisition advice—to a diverse range of financial professionals such as accountants, financial planners, mortgage brokers, insurance advisors, equity market specialists, investment professionals, and corporate advisory units. This division also provides extensive operational support, covering compliance, marketing, coaching, educational resources, research, and technical assistance. Through its Professional Services group, Sequoia aids financial planners, licensed advisors, accountants, and legal practitioners with specialized offerings like self-managed super fund administration, general insurance brokerage, legal document creation, and company secretarial duties. Furthermore, Sequoia's Equity Markets and Direct Investment groups provide stockbroking and tailored investment solutions to institutional clients and advisor networks. They also supply investors with a range of media services, investment research, general financial guidance, and critical news, data, and analysis concerning managed funds, direct shares, and bonds.

Market cap$6.3M
Employees120
.NETAWSC++JavaPHP
SEQUOIA FINANCIAL GROUP LTD competitors & alternatives →

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