Halo Investing

Halo Investing

Portfolio Specialist

Chicago, IL | $357K - $6,703K

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Company information

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Abu Dhabi, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology. Important Disclosures:

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51-200 employees
Financial Services, Technology, Asset Management, Healthcare, Investment Management, Consumer Discretionary, Industrials, Financial Technology, Fintech
Privately Held
Founded: 2015
Chicago, Illinois
Company Specialties:
Finance, Protective Investing, Financial Technology, Investment Management, Structured Products, and Changing the World