Halo Investing Details

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal a...
Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, 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: https://haloinvesting.com/disclaimer/
Employees
HQ
+1 312-586-2790
Location
Chicago, Illinois
Revenue
$6.3M

Technologies

Domain Name Services
Email Providers
Marketing Automation

Notable Alumni

Abigail Ginther
Actuarial Analyst II — Liability Reserving
Zurich North America
Jason Reed
Production Support Engineer
Bloomberg LP
Lauren Lee
Diversity and Inclusion Co-Chairman
National Panhellenic Conference Inc.
Michael Cfp
Director, Private Client Services
Sequoia Financial Group

Job Postings

Chicago, United States
Chicago, United States
Chicago, United States

Employees

Head of Enterprise Sales
Head of International Operations & Business Development
Regional Vice President
Board Member
VP of Sales || NY, NJ

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