Halo Investing Revenue and Competitors

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Chicago, IL USA



Growjo Ranking



Estimated Revenue & Valuation

  • Halo Investing's estimated annual revenue is currently $37.3M per year.(i)
  • Halo Investing's estimated revenue per employee is $255,725
  • Halo Investing's total funding is $115.1M.

Employee Data

  • Halo Investing has 146 Employees.(i)
  • Halo Investing grew their employee count by 19% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

Halo is the first independent multi-issuer technology platform for structured notes in the United States. Through our proprietary platform, Halo Notes, investors can go beyond traditional structured note calendars by creating and executing virtually any payoff they like, all at a click of a button. Gone are the days where customers need $3 million to customize a note, or rely on month-end calendars that lack differentiated trade ideas. With Halo, investors can choose from a menu of over 6,000 ideas, updated all day / every day, or customize their own strategy for low notional minimums and near-instant execution. Given Haloᅢᄁ¬ツᆲ¬トᄁs streamlined technology, we can substantially reduce distribution costs, resulting in better pricing for the customer and more coverage for issuers. Until Halo, structured notes were expensive and lacked transparency, liquidity and technology. Halo is making the structured note market much more efficient for investors and issuers alike, and seeks to change how the world invests!!

keywords:Trading, Payment Systems, Fin Tech


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Halo Investing News

2022-04-17 - These Tech Companies Opened Chicago Offices in 2022

Fintech startup Halo Investing is moving into a new office in Chicago's Financial District and will be situated a mere walking distance from...

2022-04-06 - Halo Investing Adds Managing Partner of RLR Strategic ...

Halo provides financial advisors and investors with easy access to structured notes, market-linked CDs, buffered ETFs, and annuities, as well as...

2022-03-30 - Halo Investing Leases New Headquarters in Chicago's Loop

Retirement Investment Startup Heads Across River to Jackson Boulevard Building. Halo Investing has leased the 18th floor at 200 W...

2021-10-13 - Halo Investing, a Platform for Protective Investments, Secures $100M+ via Series C Round led by Owl Capital

Halo Investing, a platform for protective investments, reveals that it has acquired more than $100 million in capital via its Series C round. Halo’s recent investment round has been led by Owl Capital and also notably included the Mubadala-backed $1 billion fund that is being managed by Abu Dha ...

2021-10-13 - Halo Investing Raises Over UD$100M in Series C Funding

Halo Investing, a Chicago IL-based platform for protective investments, raised over $100M in Series C funding. The round was led by Owl Capital with participation from Abu Dhabi Catalyst Partners, Allianz Life Ventures and William Blair. The company intends to use the funds to continue to expa ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Halo Investing Executives

Biju KulathakalCEO & Co Founder
Sami KhanChief Technology Officer
Thomas ClearyChief Compliance Officer
Tom BelkaChief Financial Officer
Matt RadgowskiChief Operations Officer
Alex BorggrenRegional Vice President
Jack CallahanVP and GM, Consumer Business
George MahasselRegional Vice President
Denny O'MalleyRegional Vice President
Jason BarsemaCo-Founder / President
Christopher SullivanRegional Vice President
Jason MiltonVP Of Operations
Matthew PfisterVP of Frontend Engineering
Austin RogersVice President of Sales
Chloe GullmanVice President
Jay FreyVP of Sales || NY, NJ
Joanna KanakisEVP, Head of Institutional Business Development