About Halo
A better technology partner, not another vendor.
Halo is a two-sided marketplace connecting investors to structured products offered by leading global financial institutions.
Our goal is to provide access to impactful investment opportunities previously unavailable to many investors.
We build our financial technology platform with three ideas in mind:
Automate
The best tools are ones you don’t have to think too hard about.
Historically, protective investments were burdened by time consuming and manual paperwork. We develop and build fast, powerful tools, so you save time and money immediately.
Personalize
Technology should be built for your needs, not the other way around.
Every investor has different needs and goals. We have built a platform that offers custom options for investing, tracking and issuing structured products.
Democratize
Smart investment options shouldn’t be just for the wealthy.
Halo’s platform gives access to competitive investment opportunities, unique trade ideas and full portfolio analytics. We’re putting control in the hands of investors, while increasing efficiency for issuers.
Halo's Origin Story
Halos are thought to symbolize a protective force over the heads of iconic figures. We think of our platform as a way to provide investors a level of protection over uncertain markets. Through technology, we hope to give the power of a better financial outcome to every investor.
Founders
Biju Kulathakal
CEO, Co-Founder
Jason Barsema
President, Co-Founder
By The Numbers
2015
Halo platform launch
5
Continents with partners & clients
20+
Global banking partners
Contact Us
Biju is the Co-founder and CEO of Halo Investing where he leads the organizational strategy and team. He was one of the early co-founders of Redbox. In addition, he was a founder and the past Chairman and CEO of Trading Block Holdings, an online brokerage firm specializing in option traders. Biju received a BS in Aerospace Engineering from Illinois Institute of Technology.
Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing Structured Notes, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.