Founded by advisers, not vendors

Built by people who understand financial advice

Built by advisers, engineers and product people who've lived inside a real advice practice — not vendors guessing what advisers need.

Co-Founder & CEO

Nick Downey

Nick brings almost two decades of experience across financial advice, advice technology and practice operations. He leads Halosoft’s strategy and product vision, ensuring the platform is built around the real needs of advisers, paraplanners and licensees.

Co-Founder & Head of AI

Sam Patterson

Sam leads Halosoft’s AI and advice reasoning capability. With deep experience inside advice businesses, he ensures Halosoft’s technology understands the context, structure and practical requirements of producing financial advice.

Co-Founder & Director

Simon Coombes

Simon is the founder of Direct Wealth and a co-founder of Halosoft. He brings deep experience in scaling advice businesses and ensures Halosoft remains grounded in the operational realities of running a modern financial advice practice.

Co-Founder & Director

Simon Coombes

Head of Product

Matthew Townsend

Matthew leads product strategy and delivery across Halosoft. He works closely with advisers, designers and engineers to turn complex advice workflows into simple, practical and intuitive product experiences.

Head of Technology

Deniz Aybey

Deniz leads Halosoft’s technology architecture and engineering strategy. His focus is building secure, scalable and reliable systems capable of supporting the next generation of AI-powered advice workflows.

Head of Design

Resty Antiquin

Resty leads product and brand design across Halosoft. She focuses on creating clean, intuitive and efficient user experiences that make powerful advice technology easy for advisers and support teams to use.

Lead Engineer

Jan Earvin Gemenez

Earvin leads engineering delivery across the Halosoft platform. He helps turn product strategy into reliable software, with a focus on integrations, platform performance and high-quality execution

See it on your own client file.

Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.

Book a demo

Get started

See it on your own client file.

Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.

Book a demo

Get started

See it on your own client file.

Book a demo and we will run one of your meetings through Advice Ally end to end, from the conversation to the paraplanning request.

Book a demo

Get started