Halo Investing Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 86
Employees
  • Latest Deal Type
  • Series C
  • Latest Deal Amount
  • $35.8M
Latest Deal Amount
  • Investors
  • 6

Halo Investing General Information

Description

Developer of a financial technology platform designed 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 clients 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
Other Industries
Other Financial Services
Primary Office
  • 130 South Jefferson Street
  • Floor 5
  • Chicago, IL 60661
  • United States
+1 (312) 000-0000

Halo Investing Timeline

2018201920202021
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
4. Later Stage VC (Series C) 26-Apr-2021 $35.8M 000.00 Completed Generating Revenue
3. Debt - PPP 01-May-2020 00000 0000 Completed Generating Revenue
2. Early Stage VC (Series B) 22-May-2019 $12M $18M Completed Generating Revenue
1. Early Stage VC (Series A) 15-Jun-2017 $6M $6M 0000 Completed Generating Revenue
To view Halo Investing’s complete valuation and funding history, request access »

Halo Investing Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of a financial technology platform designed to offer structured note investments. The company's platform lever
Financial Software
Chicago, IL
86 As of 2021
000.00
00000000000 000.00

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000000000 00000000
London, United Kingdom
0 As of 0000
00.000
0.000 0000-00-00
0000000000 0 00.000

000000 0

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000000000 00000000
Ettenheim, Germany
000 As of 0000
0000 0000-00-00
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Halo Investing Competitors (31)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Derivitec Venture Capital-Backed London, United Kingdom 0 00.000 0000000000 0 00.000
000000 00000000 00 Formerly PE-Backed Ettenheim, Germany 000 000000&0
0000000 Private Equity-Backed London, United Kingdom 0000 000000000000 0000
0000000000 Venture Capital-Backed London, United Kingdom 0 00000 000000000000 00000
0000000 0000000 00 Corporation Princeton, NJ 00
You’re viewing 5 of 31 competitors. Get the full list »

Halo Investing Executive Team (5)

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
Thomas Cleary Chief Compliance Officer
You’re viewing 4 of 5 executive team members. Get the full list »

Halo Investing Board Members (6)

Name Representing Role Since
Abhinav Tiwari Halo Investing Board Member 000 0000
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
Jason Barsema Halo Investing Co-Founder, President & Board Member 000 0000
You’re viewing 5 of 6 board members. Get the full list »

Halo Investing Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Halo Investing Investors (6)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Alumni Ventures Group Venture Capital Minority 000 0000 000000 0
G Squared Venture Capital Minority 000 0000 000000 0
Owl Capital Venture Capital Minority 000 0000 000000 0
Allianz Life Ventures Corporate Venture Capital Minority 000 0000 000000 0
Piton Investment Management Other Minority 000 0000 000000 0
You’re viewing 5 of 6 investors. Get the full list »