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Halo Investing logo

Halo Investing

Recent Finacing

Series C

Recent Raise

$100M

Halo Investing is a multi-issuer technology platform that enables financial advisors to access, analyze, customize, execute, and manage structured notes, market-linked CDs, buffered ETFs, annuities, and secondary liquidity.

Founded 2015
Illinois, United States
101-250
haloinvesting.com

Highlights

Focus Areas

Finance
Financial Services
FinTech

Recent Investors

Allianz Life Ventures logo
Owl Capital logo
William Blair & Company logo
Abu Dhabi Catalyst Partners logo
W

Financials

$112M

Total Raised

2

Funding rounds

5

Investors


Team

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See the team members at Halo Investing.