Halo Investing Revenue and Competitors

Chicago, IL USA

Location

$115.1M

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Halo Investing's estimated annual revenue is currently $36.1M per year.(i)
  • Halo Investing's estimated revenue per employee is $244,025
  • Halo Investing's total funding is $115.1M.

Employee Data

  • Halo Investing has 148 Employees.(i)
  • Halo Investing grew their employee count by -6% last year.

Halo Investing's People

NameTitleEmail/Phone
1
Co-FounderReveal Email/Phone
2
Co-Founder / PresidentReveal Email/Phone
3
Regional VPReveal Email/Phone
4
Regional VP - Great LakesReveal Email/Phone
5
Regional VPReveal Email/Phone
6
VPReveal Email/Phone
7
Regional VPReveal Email/Phone
8
Head Product Marketing and Thought LeadershipReveal Email/Phone
9
Head Product - Core PlatformReveal Email/Phone
10
Head Enterprise Sale – Wealth Management ChannelReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$129.4M45644%N/AN/A
#2
$18.8M8328%N/AN/A
#3
$43.4M174-2%N/AN/A
#4
$22.5M99-1%N/AN/A
#5
$13.1M6442%N/AN/A
#6
$88M3108%N/AN/A
#7
$251.4M791-10%N/AN/A
#8
$11.2M55-7%N/AN/A
#9
$10.6M5241%N/AN/A
#10
$3.8M249%N/AN/A
Add Company

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

148

Number of Employees

$36.1M

Revenue (est)

-6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

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
#1
$300M1481%N/A
#2
$20.7M14817%$20.7M
#3
$44M1483%N/A
#4
$44M14812%N/A
#5
$44M14844%N/A