HALO INVESTING

halo-investing-logo

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.

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HALO INVESTING

Social Links:

Industry:
Finance Financial Services FinTech

Founded:
2015-01-01

Address:
Chicago, Illinois, United States

Country:
United States

Website Url:
http://www.haloinvesting.com

Total Employee:
101+

Status:
Active

Contact:
(312) 586-2790

Email Addresses:
[email protected]

Total Funding:
115.14 M USD

Technology used in webpage:
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Current Advisors List

dennis-barsema_image

Dennis Barsema Board Member @ Halo Investing
Board_member
2015-04-01

Current Employees Featured

biju-kulathakal_image

Biju Kulathakal
Biju Kulathakal CEO and Co-Founder @ Halo Investing
CEO and Co-Founder
2015-05-01

jason-barsema_image

Jason Barsema
Jason Barsema Co-Founder / President @ Halo Investing
Co-Founder / President
2015-05-01

Founder


biju-kulathakal_image

Biju Kulathakal

jason-barsema_image

Jason Barsema

Investors List

koch-industries_image

Koch Industries

Koch Industries investment in Series C - Halo Investing

abu-dhabi-catalyst-partners_image

Abu Dhabi Catalyst Partners

Abu Dhabi Catalyst Partners investment in Series C - Halo Investing

william-blair_image

William Blair

William Blair investment in Series C - Halo Investing

allianz-life-ventures_image

Allianz Life Ventures

Allianz Life Ventures investment in Series C - Halo Investing

owl-ventures-lp_image

Owl Ventures

Owl Ventures investment in Series C - Halo Investing

alumni-ventures-group_image

Alumni Ventures

Alumni Ventures investment in Series C - Halo Investing

william-blair-circle_image

William Blair Circle

William Blair Circle investment in Series B - Halo Investing

allianz-life-ventures_image

Allianz Life Ventures

Allianz Life Ventures investment in Series B - Halo Investing

Official Site Inspections

http://www.haloinvesting.com Semrush global rank: 2.4 M Semrush visits lastest month: 7.57 K

  • Host name: cloudhost-7873268.us-midwest-2.nxcli.net
  • IP address: 199.189.224.141
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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More informations about "Halo Investing"

About - Halo Investing

Our story. Head-quartered in Chicago, with offices in Zurich and Abu Dhabi, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015. With over 40 global banking and insurance partners, and customers on four continents, …See details»

About - Halo Investing

PHONE HOTLINE: +41 55 5119595 E-MAIL: [email protected]. About. Founded in 2015, Halo Investing helps Investors, Investment Advisors, Wealth Managers, and Asset Managers to find new and protective investment …See details»

Halo Investing - LinkedIn

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Halo Investing - Crunchbase Investor Profile

Contact Email [email protected]; Phone Number (312) 586-2790; Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. …See details»

Halo Investing, An Award-Winning Platform for Protective …

CHICAGO, June 26, 2023 (GLOBE NEWSWIRE) -- Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, …See details»

Halo Appoints Matt Radgowski as the New CEO - Halo Investing

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Halo Investing Selected by BMO Wealth Management U.S. to

CHICAGO, Nov. 30, 2022 (GLOBE NEWSWIRE) -- Halo Investing (“Halo”), an award-winning platform for protective investments, announced today that BMO Wealth Management U.S. has …See details»

Halo Investing Announces over $100M in Funding to Expand …

Oct 12, 2021 Series C funding follows 550% growth rate in 2020; Halo continues to expand into more products and channels worldwide. CHICAGO – October 12, 2021 – Halo Investing …See details»

Halo Investing Announces over US$ 100m in Funding to Expand …

CHICAGO, Oct. 12, 2021 /PRNewswire/ -- Halo Investing ("Halo"), an award-winning platform for protective investments, announced today that it has raised over US$ 100 million in Series C …See details»

Financial Institutions | Halo Investing

Halo provides advanced guardrails & oversight tools to reduce conflict of interest for financial institutions & advisor investors. Optimize with Halo!See details»

Broker and Wealth Managers - Halo Investing

PHONE HOTLINE: +41 55 5119595 E-MAIL: [email protected]. PHONE HOTLINE: +41 55 5119595 E-MAIL: [email protected]. HALO’S MODULAR SOLUTION …See details»

Morgan Stanley & Halo Hedging and Monetization Strategy

GET TO KNOW The Morgan Stanley’s Advisor Solutions Team:. Sit down with Halo's Head of Thought Leadership, David Townsend, CFA, and Morgan Stanley's Head of RIA Strategy for …See details»

How Advisors Benefit From Working With Halo Investing’s …

Mar 8, 2022 Go to Haloinvesting.com; Structured Notes Investing Education Education. How Advisors Benefit From Working With Halo Investing’s Outsourced Insurance Desk. By Halo …See details»

Problems We Solve - Halo Investing

Learn the concept of Protective Investing with Halo! Our offering harnesses the same risk management philosophy used by high-net-worth investors to make it available to all investors, …See details»

Better Risk Management Technology With Halo

Halo is changing the game for retail investors with unique risk management capabilities and sophisticated tools for analyzing and communicating investment options. Discover how …See details»

[Infographic] Halo Investing’s +$100m Series C

Oct 11, 2021 Go to Haloinvesting.com; Halo [Infographic] Halo Investing’s +$100m Series C. By Halo Investing 11-Oct-2021. Halo Investing raised over $100 Million for our Series C …See details»

Financial Advisors - Halo Investing

Financial advisors, provide your clients with the best possible experience and help them reach their goals with the Halo platform. Get access to robust protective investing solutions, quality …See details»

Halo Investing Makes Structured Notes Simple

More power. More Opportunities. More Security. Halo's technology powers outcome-driven investing for clients:See details»

Careers - Halo Investing

Aug 1, 2022 Cigna Machine Readable Files. This link leads to the machine readable files that are made available in response to the federal Transparency in Coverage Rule and includes …See details»

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