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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.

Press Coverage

Halo Reshapes Wealth Management With Their All-In-One Platform

Former banker Jason Barsema and tech entrepreneur Biju Kulathakal democratize access to investment opportunities that until recently were largely only available to high-net-worth investors.

Built in Chicago: Halo Investing Plans for Growth

After a year of impressive growth, Halo Investing plans to expand from 120 employees to 200-250 by the end of the year. It anticipates hitting the 500-1,000 employee range in the next 18-24 months.

Investment News: Bridging the Gap between Stocks & Bonds

In this episode of 3 Questions, Halo’s President & Co-Founder, Jason Barsema, covers everything from bridging the risk gap between stocks & bonds to democratizing the world of protective investing.

Animal Spirits: The Structured Marketplace

This episode of the Talk Your Book series covers the basics of Structured Notes, and the coming boom in customization for advisors.


Fast Company: The 10 Most Innovative Finance Companies of 2021

Halo Investing has been named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies for 2021, and among the top honorees in the Finance category. Halo Investing was recognized for democratizing defined outcome investing for mass-market savers, not just millionaires.

Halo Investing Chosen As Winner at 2020 Red Herring Top 100 North America

Halo Investing has been selected as a winner for Red Herring’s Top 100 North America award, one of the technology industry’s most prestigious prizes. Judges included journalists and industry leaders with expertise in finance, innovation, business strategy, market penetration, and more.

Halo Investing Named Among Best Places to Work in FinTech in 2021

“Best Places to Work in Financial Technology” is a survey and awards program dedicated to identifying and recognizing the best employers and providing organizations with valuable employee feedback.

Press Releases

Halo Announces $100M Series C

Halo Investing announces it has raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital along with other notable investors including Allianz Life Ventures, Abu Dhabi Catalyst Partners, William Blair and Alumni Ventures Group.

Halo Expands Annuities Offerings, Adds Great American Life

Halo announces Great American Life® has joined its growing digital annuities platform. Financial advisors are now able to access, purchase, and manage Great American Life’s innovative suite of leading annuities through Halo.

AllianzIM & Halo Partner on Distribution of New Buffered Outcome ETFs

As partners, Halo & AllianzIM offer a scalable technology for clients to easily access and allocate Buffered Outcome ETFs within a portfolio. Halo’s technology is first in the market to help investors track and analyze this relatively new type of ETF.

Halo Investing Launches Annuities Platform

Built on Halo’s core marketplace, the addition enables advisors to explore, transact, and manage annuities, all in one place. The platform includes several leading carriers, including Allianz Life Insurance Company of North America (Allianz Life).

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