Halo Investing is a technology platform that provides protective investment solutions to financial advisors and investors. Through the Halo platform users can access structured notes, market-linked CDs, buffered ETFs, annuities, and a suite of tools to educate, analyze, customize, execute, and manage protective products. Co-founded by Biju Kulathakal and Jason Barsema in 2015, Halo is headquartered in Chicago with offices in Abu Dhabi, Zurich, Dubai, and Singapore. The company emphasizes putting "impact before profits" and aims to provide access to impactful investment opportunities previously unavailable to most investors. Halo raised over $100M in a Series C to expand operations, enter new markets and distribution channels, and invest in new asset classes. The funding is intended to support growth across its business reach and product offerings. Halo Investing is a Chicago, IL-based multi-issuer technology platform that provides structured notes to financial advisors worldwide. Led by co-founders Jason Barsema (President) and Biju Kulathakal (CEO), the platform aims to ensure transparency, competition, and price efficiency for investors. Halo's product includes structured note education, content generation, and independent secondary liquidity enabling advisors to understand, evaluate, and execute structured notes almost instantly. The company intends to expand its international footprint, change how structured notes are purchased, accessed and traded, and move into new asset classes. Financially, Halo closed a $12M Series B financing on June 6, 2019, to support those initiatives. Backers in the round included Allianz Life Ventures, an affiliate of Piton Investment Management, and William Blair Circle.

Total raised

$112M

Funding rounds

2

Latest round

Series C

Latest activity

Oct 2021