Halo Investing: Funding, Investors & Team (Aug 2026)
Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.
Halo Investing has raised $100M across 1 funding round on record, the most recent a Series C of $100M announced in Oct 2021.
That round is above the $14M median round size for Financial Services companies tracked on FundedIQ over the last two years.
Halo Investing Company Profile and Key Stats
Latest funding round on record: Oct 2021.
Halo Investing Funding Rounds
Halo Investing Founders and Leadership Team
No contact details are on record for this team yet.
Halo Investing Funding Compared to Other Financial Services Startups
Halo Investing's latest round of $100M is above the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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Halo Investing Funding FAQs
What does Halo Investing do?
Halo Investing is a financial technology startup that provides an independent multi-issuer platform focused on an investment product known as Structured Notes. Structured Notes are a pre-defined outcome investment product offering downside protection, previously only available to the ultra-high net worth. Halo is empowering and democratizing access to the product by building technology to analyze, purchase, and manage the full lifecycle of the product while building efficiencies for issuing banks.
How much funding has Halo Investing raised?
Halo Investing has raised $100M across 1 round on record. The most recent is a Series C of $100M announced in Oct 2021.
When did Halo Investing last raise funding?
Halo Investing's most recent funding round on record is a Series C of $100M, announced in Oct 2021.
Who is the CEO of Halo Investing?
Biju Kulathakal is listed as CEO at Halo Investing.
Where is Halo Investing headquartered?
Halo Investing is based in Chicago, Illinois, United States.
How many employees does Halo Investing have?
Halo Investing is in the 101-250 employee band.
How does Halo Investing's funding compare to other Financial Services startups?
Halo Investing's latest round of $100M is above the $14M median round size for Financial Services companies on FundedIQ across 5,745 tracked companies over the last two years.
About FundedIQ's Halo Investing Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for Halo Investing is left off this page rather than filled in.
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