Halo Raises $100+M in Series C Funding

We set out to revolutionize protective investing. Here’s how we’re doing it.

Backed by world-class partners

Led by Owl Capital; other notable investors include: Allianz Life Ventures, Abu Dhabi Catalyst Partners, William Blair and Alumni Ventures Group.

The Halo Difference

Why are structured notes so inaccessible?

Hear from our Co-Founder and President, Jason Barsema, on how Halo is building access to structured notes for all investors.

The Halo Story

Halo may be a global platform today, but have you ever wondered how we got our start?

Series C Press Release

Our announcement for the $100m Series C funding and our plans to expand access to protective investments.

Series C Infographic

All the information and stats behind Halo’s growth and Series C funding round.

Investors Need More than Stocks & Bonds

In today’s markets, investors have been at the mercy of market volatility, low yields and weakened gains. Protective investing may be a way to remove some of these unpredictable variables from the equation.

The future of investing is outcome-based. We are proud of the impact we are making in helping individuals secure their financial futures.”

Biju Kulathakal, Co-Founder & CEO of Halo Investing

Read more about the Halo difference

What are the short-term and long-term goals for Halo?

We’ll continue to expand, disrupt, and democratize access to innovative protective investment options that can increase savings and investment returns for clients.

Platform Growth

Build new infrastructure, diversify product offerings, and expand into new markets.

Sign up for a platform demo

Internal Growth

Scale up our international offices, hire new employees, and deepen our roots in Chicago with new roles, locations, professional development, and training.

See career opportunities

Issuance Automation

Develop more technology to serve the broader needs of bank & non-bank issuers, as well as the markets in Asia/Europe.

Learn how Halo works for Issuers

Series C Coverage

Fintech firm Halo raises money from Owl Capital, Mubadala

Financial technology firm Halo Investing said on Tuesday it had raised over $100 million in “Series C” funding from investors such as Owl Capital and the $1 billion Abu Dhabi Catalyst Partners…

Chicago fintech startup Halo Investing raises $100M

Chicago’s $100 million funding rounds continue rolling in as local fintech startup Halo Investing is the latest to snag a nine-figure fundraise.

Owl Capital Leads $100 Million Funding Round for Structured Note ‘Assembly Line’ Halo Investing

“I’m not here to make annuities better or structured notes more accessible. I’m here to solve the savings crisis and that’s it,” Halo Investing co-founder Jason Barsema told RIA Intel.

Retirement investment startup raises mega-funding round

Halo Investing raised $100 million to expand its software that helps banks more easily offer structured notes, annuities and buffered exchange-traded funds.

Want to Learn Even More? Talk to Us.

We’ve made a complex global market accessible and practical. Let’s talk about how you can benefit from it.

Connect With An Expert

Learn how Halo raised $100 million in Series C funding