Halo Investing

company

About

Halo Investing is a financial technology platform that provides structured note investments to the average investor.

  • 101 - 250

Details

Last Funding Type
Series B
Last Funding Money Raised
$11M
Industries
Finance,Financial Services,FinTech
Founded date
Jan 1, 2015
Number Of Employee
101 - 250
Operating Status
Active

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.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
1
$11M
Halo Investing has raised a total of $11M in funding over 2 rounds. Their latest funding was raised on Jun 3, 2019 from a Series B round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Jun 3, 2019 Series B $11M 1 Detail

Investors

Number of Lead Investors
Number of Investors
1
Halo Investing is funded by 1 investors. William Blair Circle are the most recent investors.
Investor Name Lead Investor Funding Round
William Blair Circle Series B