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/
"We love the interface, the experience, and most importantly… the results."
Erik Straub
Chief Marketing Officer, Kickfurther
"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."
Michael Transon
CEO, Victorious
Ready to try it out?
Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.