About Halo Investing
Halo Investing is a company based in Chicago (United States) founded in 2015 by Jason Barsema and Biju Kulathakal.. Halo Investing has raised $116.14 million across 3 funding rounds from investors including Owl Capital Group, Abu Dhabi Catalyst Partners and Allianz Life Ventures. Halo Investing operates in a competitive market with competitors including GAIN Capital, ION Group, Capitolis, Nasdaq Private Market and SunGard, among others.
- Headquarter Chicago, United States
- Founders Jason Barsema, Biju Kulathakal
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Halo Investing, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$116.14 M (USD)
in 3 rounds
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Latest Funding Round
$100 M (USD), Series C
Apr 26, 2021
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Investors
Owl Capital Group
& 4 more
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Employee Count
Employee Count
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Product Management Team
7 people
Leadership Team
6 people
Sales and Marketing
5 people
Software Development Team
3 people
Legal and Compliance
2 people
Account Team
2 people
Creative and Marketing Team
1 people
Human Resources and Administration
1 people
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Funding Insights of Halo Investing
Halo Investing has successfully raised a total of $116.14M across 3 strategic funding rounds. The most recent funding activity was a Series C round of $100 million completed in April 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Series C — $100.0M
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First Round
First Round
(31 May 2017)
- Investors Count 5
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr, 2021 | Amount | Series C - Halo Investing | Valuation | Owl Capital Group | |
| Mar, 2019 | Amount | Series B - Halo Investing | Valuation | Allianz Life Ventures , William Blair |
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| May, 2017 | Amount | Series A - Halo Investing | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Halo Investing
Halo Investing has secured backing from 5 investors, including venture fund and institutional investors. Prominent investors backing the company include Owl Capital Group, Abu Dhabi Catalyst Partners and Allianz Life Ventures. 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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity firm investing in multiple sectors
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Founded Year | Domain | Location | |
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A strategic investment platform is operated to develop ADGM.
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Founded Year | Domain | Location | |
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Venture capital firm backed by Allianz Life Insurance
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Halo Investing
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Halo Investing
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Halo Investing Comparisons
Competitors of Halo Investing
Halo Investing 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 GAIN Capital, ION Group, Capitolis, Nasdaq Private Market and SunGard, 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 |
White-label front-end trading solutions for capital markets are provided.
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| domain | founded_year | HQ Location |
Treasury management solutions are provided for financial institutions and banks.
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| domain | founded_year | HQ Location |
Trade management solutions are provided for investors in capital markets.
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| domain | founded_year | HQ Location |
White-labelled software for private market investments is provided to organizations.
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| domain | founded_year | HQ Location |
Enterprise Software
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Halo Investing
Frequently Asked Questions about Halo Investing
When was Halo Investing founded?
Halo Investing was founded in 2015 and raised its 1st funding round 2 years after it was founded.
Where is Halo Investing located?
Halo Investing is headquartered in Chicago, United States. It is registered at Chicago, Illinois, United States.
Is Halo Investing a funded company?
Halo Investing is a funded company, having raised a total of $116.14M across 3 funding rounds to date. The company's 1st funding round was a Series A of $4.14M, raised on May 31, 2017.
What does Halo Investing do?
Halo Investing was founded in 2015 in Chicago, United States, within the fintech sector. A software suite is provided to financial advisors, wealth managers, private banks, and RIAs, enabling access to a marketplace of structured notes, market-linked CDs, buffered ETFs, and annuities. Tools for analysis, customization, execution, and portfolio maintenance are included to support protective investment selections.
Who are the top competitors of Halo Investing?
Who are Halo Investing's investors?
Halo Investing has 5 investors. Key investors include Owl Capital Group, Abu Dhabi Catalyst Partners, Allianz Life Ventures, William Blair, and Alumni Ventures.
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