Halo Investing

Halo Investing is an award-winning technology platform for protective investment solutions.

Halo is on a mission to provide access to impactful investment opportunities previously unavailable to most investors.

Halo was co-founded in 2015 by Biju Kulathakal and Jason Barsema. The company is headquartered in Chicago, with offices in Abu Dhabi, Zurich, Dubai, and Singapore.


Halo, with over 30 global banking partners, has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions.


Halo enables financial advisors to add structured notes, annuities, and buffered ETFs to client portfolios, giving investors simplified access and transparency to investments that bridge the risk gap between stocks and bonds.


Halo's award-winning technology is lowering investment minimums, increasing access, and making protective investing more efficient, scalable, and transparent for all.


Halo is backed by Allianz Life Ventures, Owl Capital, Abu Dhabi Catalyst Partners, and others. The company raised $100M in Series C round on Oct 12, 2021. This brings Halo's total funding to $115.1M to date.



  • Year founded: 2015
  • Funding Info: $115.1M over 4 Rounds (Latest Funding Type: Series C)
  • Yearly Revenue: NA
  • Employee Size: 51-200
  • Business Valuation: NA
  • City/Town: Chicago
  • State: Illinois
  • Country: United States
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