# Halo Investing

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/halo-investing

- Industry: Financial Services
- Headquarters: Chicago, US
- Website: www.haloinvesting.com
- Total disclosed funding: $45M
- Latest round: Series C (Apr 16, 2021)
- Investors on record: 8

## About

Established in 2015 and based in Illinois, US, founded by Biju Kulathakal and Jason Barsema, Halo Investing Inc. is a company that offers a platform for investors and financial advisors to access structured notes, buffered ETFs, market-linked CDs and annuities. In October 2021, Halo Investing Inc. raised USD 100 million in a Series C funding led by Owl Capital, with participation from Abu Dhabi Catalyst Partners, Alumni Ventures Group, Koch Strategic Platforms, Allianz Life Ventures and William Blair Capital Partners. The company has raised a total of USD 116.14 million in funding and Biju Kulathakal is the CEO of Halo Investing Inc.

Halo Investing Inc. provides a multi-issuer platform to financial advisors and investors to add investment products, such as structured notes, buffered ETFs, market-linked CDs and annuities to the portfolio of clients. The platform also offers transparency and simplified access to investments that minimize the risk gap between bonds and stocks. The company also helps clients to create plans to meet their objectives, select or build notes using the Halo analysis tools for informed investment decisions and execute trades. 
In addition, the platform is also used to manage the structured note portfolio by managing notes, tracking structured notes trends, and having access to secondary liquidity. In addition, the company also offers a suite of tools to educate, analyze, customize, execute, and manage the protective investment product for clients’ portfolios.

Halo Investing Inc. plans to use its proceeds from a Series C funding to invest in new markets, enter into distribution channels, expand new asset classes, and further disrupt protective investing that can increase savings and investment returns for individuals.

## Funding rounds

- Series C, Apr 16, 2021, $36M — William Blair Capital Partners, Alumni Ventures Group, Allianz Life Ventures, Owl Capital, Abu Dhabi Catalyst Partners, Koch Strategic Platforms
- Series B, Apr 18, 2019, $9.7M — William Blair Capital Partners, Zetta Life Insurance, Piton Investment Management

## Investors

- William Blair Capital Partners (https://capitalatlas.ai/funds/william-blair-capital-partners) — Series B, Series C
- Zetta Life Insurance — Series B
- Piton Investment Management — Series B
- Alumni Ventures Group (https://capitalatlas.ai/funds/alumni-ventures-group) — Series C
- Allianz Life Ventures (https://capitalatlas.ai/funds/allianz-life-ventures) — Series C
- Owl Capital (https://capitalatlas.ai/funds/owl-capital) — Series C
- Abu Dhabi Catalyst Partners (https://capitalatlas.ai/funds/abu-dhabi-catalyst-partners) — Series C
- Koch Strategic Platforms (https://capitalatlas.ai/funds/koch-strategic-platforms) — Series C