Halo Investing Company Culture & Values

Halo prioritizes a laid back, collaborative environment. Cross-functional interaction is part of the daily experience, where employees don’t feel siloed. Employees connect with each other and the office is open, bright, and cheerful. The office dynamic feels linear, where each employee’s role is valued and just as important as the next.

Retention & Recruitment Metrics (2025)

The strength of Halo Investing’s culture is evidenced by high employee loyalty and internal advocacy:

• Employee Referral Rate: In 2025, 62% of all new hires were sourced via employee referrals.
• Cultural Alignment: This high referral rate serves as a primary indicator of employee satisfaction and a shared belief in the company’s mission.

Core Cultural Values & Leadership

• Transparent Communication: Leadership actively emulates company values and facilitates open dialogue through Quarterly Town Hall meetings; monthly All-Hands calls
• Interpersonal Connection: Employees describe the workplace as personal rather than transactional, characterized by open communication styles and strong social bonds between colleagues.
• Leadership Alignment: Executives and management reinforce the culture and vibes at the office, ensuring transparency is visible at every level of the organization.

Employee Engagement & Social Life

Halo Investing fosters team cohesion through consistent engagement and a vibrant social scene:

• Social Sports Leagues: Participation in organized leagues like volleyball, kickball, bowling, softball, and pickleball.
• Informal Networking: Team-bonding events and happy hours, holiday parties, pizza parties, etc.
• Community Impact: Culture is reinforced through volunteer initiatives, including an annual beach clean-up, Animal Shelter 5k, book drives, and shelter donations.
• Collaborative Workspace: An open-office floor plan designed to encourage spontaneous social interaction and cross-departmental teamwork.

Benefits & Wellness Programs

To support a growth-oriented mindset, Halo Investing provides a comprehensive "Total Rewards" package:

• Flexible PTO: Empowering employees to manage work-life balance autonomously.
• Health & Wellness Fund: Encouraging employee physical and mental health.

Family Support: Paid parental leave policies to support growing families.