Halo Investing Revenue and Competitors
Estimated Revenue & Valuation
- Halo Investing's estimated annual revenue is currently $37.3M per year.
- 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.
- Halo Investing grew their employee count by 19% last year.
Halo Investing Competitors & Alternatives
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $74.4M | 351 | 44% | N/A | N/A |
#2 | $20.7M | 98 | 21% | N/A | N/A |
#3 | $20.9M | 92 | -1% | N/A | N/A |
#4 | $6.9M | 38 | -7% | N/A | N/A |
#5 | $67.2M | 269 | 6% | N/A | N/A |
#6 | $281.6M | 886 | 16% | N/A | N/A |
#7 | $10.4M | 51 | -7% | N/A | N/A |
#8 | $3.3M | 21 | 0% | N/A | N/A |
#9 | $6M | 36 | -20% | N/A | N/A |
#10 | $14.9M | 73 | 1% | N/A | N/A |
What Is Halo Investing?
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
$115.1M
Total Funding
146
Number of Employees
$37.3M
Revenue (est)
19%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Halo Investing News
Fintech startup Halo Investing is moving into a new office in Chicago's Financial District and will be situated a mere walking distance from...
Halo provides financial advisors and investors with easy access to structured notes, market-linked CDs, buffered ETFs, and annuities, as well as...
Retirement Investment Startup Heads Across River to Jackson Boulevard Building. Halo Investing has leased the 18th floor at 200 W...
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 ...
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 ...
Other Companies in Chicago
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $32.9M | 146 | 11% | N/A |
#2 | $35.3M | 146 | 11% | N/A |
#3 | $32M | 146 | 26% | N/A |
#4 | $29.3M | 146 | -18% | N/A |
#5 | $21.8M | 146 | -2% | N/A |
Halo Investing Executives
| Name | Title |
|---|---|
| Biju Kulathakal | CEO & Co Founder |
| Sami Khan | Chief Technology Officer |
| Thomas Cleary | Chief Compliance Officer |
| Tom Belka | Chief Financial Officer |
| Matt Radgowski | Chief Operations Officer |
| Alex Borggren | Regional Vice President |
| Jack Callahan | VP and GM, Consumer Business |
| George Mahassel | Regional Vice President |
| Denny O'Malley | Regional Vice President |
| Jason Barsema | Co-Founder / President |
| Christopher Sullivan | Regional Vice President |
| Jason Milton | VP Of Operations |
| Matthew Pfister | VP of Frontend Engineering |
| Austin Rogers | Vice President of Sales |
| Chloe Gullman | Vice President |
| Jay Frey | VP of Sales || NY, NJ |
| Joanna Kanakis | EVP, Head of Institutional Business Development |
