Halo Investing Overview

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 is a small internet company based in Chicago, IL with only 68 employees and an annual revenue of $2.0M.


Internet Software & Services





Founded in



Chicago, IL



Organization Type


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The Team At Halo Investing

    Biju Kulathakal (CEO, Co-Founder)

    Jason Barsema (President, Co-Founder)

Halo Investing Company Rankings

Halo Investing is ranked #48 on the Best Internet Companies to Work For in Illinois list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Halo Investing Financial Performance

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< $5M

Founded in


Organization type


Halo Investing Financing Rounds

DateAmountSecurity Type
May 31, 2017Series A
$4,136,606Series A
Jun 3, 2019Series B
$11,000,000Series B

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Frequently Asked Questions about Halo Investing

When was Halo Investing founded?

Halo Investing was founded in 2015.

How many Employees does Halo Investing have?

Halo Investing has 68 employees.

How much money does Halo Investing make?

Halo Investing generates $2.0M in revenue.

What industry is Halo Investing in?

Halo Investing is in the internet software & services industry.

What type of company is Halo Investing?

Halo Investing is a private company.

Who works at Halo Investing?

Biju Kulathakal (CEO, Co-Founder)

Jason Barsema (President, Co-Founder)

Where is Halo Investing's headquarters?

Halo Investing's headquarters is in Chicago, IL.

What is Halo Investing's website?

You can find the Halo Investing website at haloinvesting.com.

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Zippia gives an in-depth look into the details of Halo Investing, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Halo Investing. The employee data is based on information from people who have self-reported their past or current employments at Halo Investing. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions, or for the results obtained from the use of this information. The data presented on this page does not represent the view of Halo Investing and its employees or that of Zippia.

Halo Investing may also be known as or be related to Halo Investing and Halo Investing, Inc.