Halo Invest

London, United Kingdom Founded: 2023 • Age: 3 yrs
Provider of custom investment solutions for advisors
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About Halo Invest

Halo Invest is a company based in London (United Kingdom) founded in 2023.. Halo Invest offers products and services including Investment Platform and Advisory Tools. Halo Invest operates in a competitive market with competitors including VouchedFor, Find A Wealth Manager, Compare The Platform, PAM Online and Aeon Flux, among others.

  • Headquarter London, United Kingdom
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Legal Name Halo Invest Limited
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
    $1.06 M (USD), Grant

    Aug 28, 2024

  • Investors
  • Employee Count
    Employee Count
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Products & Services of Halo Invest

Halo Invest offers a comprehensive portfolio of products and services, including Investment Platform and Advisory Tools. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Offers analytics and insights for informed investment decisions

Provides data and features for adviser client relationships

Funding Insights of Halo Invest

  • Total Funding
  • Total Rounds 1
  • Last Round Grant — $1.1M
  • First Round

    (28 Aug 2024)

  • Investors Count 1
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2024 Amount Grant - Halo Invest Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Halo Invest

Halo Invest has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Scottish Enterprise. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Business development and leadership training programs are offered to companies.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Halo Invest

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Halo Invest

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Halo Invest Comparisons

Employees
+
Add Comparison
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Competitors of Halo Invest

Halo Invest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as VouchedFor, Find A Wealth Manager, Compare The Platform, PAM Online and Aeon Flux, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Financial Advisor Comparison Site
domain founded_year HQ Location
High net worth individuals are matched with wealth managers online.
domain founded_year HQ Location
Investment solutions comparison platform
domain founded_year HQ Location
Private asset managers are found and selected through independent resources.
domain founded_year HQ Location
Financial advisory comparison platform for individuals.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Halo Invest

Frequently Asked Questions about Halo Invest

When was Halo Invest founded?

Halo Invest was founded in 2023 and raised its 1st funding round 1 year after it was founded.

Where is Halo Invest located?

Halo Invest is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

What does Halo Invest do?

Provider of custom investment solutions for advisors. It provides access to a suite of intuitive tools for informed investment decisions. Provider of real-time analytics, tailored portfolio insights, and a streamlined approach to navigating markets.

Who are the top competitors of Halo Invest?

Halo Invest's top competitors include VouchedFor, Find A Wealth Manager and PAM Online.

What products or services does Halo Invest offer?

Halo Invest offers Investment Platform and Advisory Tools.

Who are Halo Invest's investors?

Halo Invest has 1 investor. Key investors include Scottish Enterprise.

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