Halo Investing

Halo Investing Overview

Founded 2015
Status Private
Employees 45
Latest Deal Type Series B
Latest Deal Amount $12M
Latest Deal Amount
Investors 3

Halo Investing General Information


Developer of a financial technology platform intended to offer structured note investments. The company's platform leverages analytics to transparently manage structured note portfolios for clients and connects investors to structured products offered by leading global financial institutions, enabling customers to monitor notes, analyze trends and sell for access to secondary liquidity.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Primary Office
  • 130 South Jefferson Street
  • Floor 5
  • Chicago, IL 60661
  • United States
+1 (312) 000-0000

Halo Investing Timeline

Financing RoundCaptured Employee CountEstimated Employee Growth
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Halo Investing Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Early Stage VC (Series B) 22-May-2019 $12M 0000 Completed Generating Revenue
1. Early Stage VC (Series A) 15-Jun-2017 000 000 0000 Completed Generating Revenue

Halo Investing Competitors (24)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing
FinancialCAD Corporation Private Equity-Backed Surrey, Canada 000 000.00 0000000 0000 000.00
0000000000 0000000 Venture Capital-Backed Tarrytown, NY 00000000000
000 00000 Private Equity-Backed London, United Kingdom 00 00.000 000000000 00.000
0000000 0000000000 Private Equity-Backed San Francisco, CA 000 000000000000
00000000 Private Equity-Backed Chicago, IL 000 000 0000000 0000 000

Halo Investing Executive Team (4)

Name Title Board Seat Contact Info
Biju Kulathakal Co-Founder, Chief Executive Officer & Board Member
Jason Barsema Co-Founder, President & Board member
Sean Wallace Director of Marketing

1 Former Executive

Halo Investing Board Members (5)

Name Representing Role Since
Biju Kulathakal Halo Investing Co-Founder, Chief Executive Officer & Board Member 000 0000
Dennis Barsema Self Board Member 000 0000
James Fortescue Self Board Member 000 0000
James Wu Self Board Member 000 0000
Jason Barsema Halo Investing Co-Founder, President & Board member 000 0000

Halo Investing Investors (3)

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Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Allianz Life Ventures Corporate Venture Capital Minority 000 0000 000000 0
Piton Investment Management Other Minority 000 0000 000000 0
William Blair & Company Investment Bank Minority 000 0000 000000 0

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