Halo Investing Logo

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 Portrait

Biju Kulathakal
CEO, Co-Founder

Jason Barsema Portrait

Jason Barsema
President, Co-Founder

By The Numbers

2015

Halo platform launch

5

Continents with partners & clients

20+

Global banking partners

Contact Us

Halo Investing

130 S Jefferson St, Floor 5
Chicago, IL 60661
Phone: 312.586.2790

A Platform Built To Scale

Flexible to your needs.
Choose a better technology partner.

Want more on Halo?