Halo Investing

United States · Financial Services

Halo Investing is a financial technology platform based in Chicago, with additional offices in Zurich and Abu Dhabi. Founded in 2015 by Biju Kulathakal and Jason Barsema, Halo aims to democratize access to protective investment solutions. The company specializes in structured note investments, catering to both institutional and individual investors. Halo offers a variety of products, including customized structured notes, buffered ETFs designed to protect against market downturns, and annuities for steady income streams. Its platform connects financial advisors with product manufacturers, providing tools for customization and efficiency. Advisors can create tailored investment solutions and access educational resources to better serve their clients. With partnerships involving over 40 global banks and insurance companies, Halo has facilitated transactions exceeding $12.5 billion. The company has raised over $100 million in funding, positioning it as one of the fastest-growing FinTech firms in the U.S. Halo's mission is to enhance financial outcomes for all investors by making risk-managed investing more accessible.