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Halo Investing

Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.

haloinvesting.com

Founded

2015

Employees

Between 100 - 500 employees

Raised

$115,136,608

Headquarters Location

123 North Wacker Drive ste 1000 ste 1000 ste 1000, Chicago, IL 60606

Public

FALSE

Acquired

FALSE

Founders

Biju Kulathakal
Biju Kulathakal
Jason Barsema
Jason Barsema

CEO

Biju Kulathakal

Funding Rounds

$100,000,000

  • Owl Ventures
  • William Blair
  • Koch Industries
  • Alumni Ventures Group
  • Allianz Life Ventures
  • Abu Dhabi Catalyst Partners

October 2021

$11,000,000

  • Allianz Life Ventures
  • William Blair Circle

June 2019

$4,136,606

May 2017

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