Fundraising Fox
Halo Investing
Chicago, US · Founded 2015 · Delaware corporation · 126 employees on LinkedIn · 8 known investors
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Halo operates a platform that gives financial advisors and institutions access to protective investment products such as Structured Notes, annuities, and Structured Note SMAs, including tools to create custom Structured Notes. It connects advisors with product manufacturers and provides research, analysis, reporting tools, and educational content for wealth and retirement planning.
Founders & leadership
Halo Investing was founded in 2015 by Jason Barsema and Biju Kulathakal.
JB
Jason BarsemaCo-Founder / PresidentJason Barsema is Executive Officer and Director at Halo Investing, a platform providing financial advisors and institutions access to protective investment products and tools for structured note creation and wealth planning.
BK
Board
JP
James P. FortescueBoard director
AT
Abhinav TiwariBoard director
DB
Dennis BarsemaBoard director
Investors · 8
Alumni Ventureslisted by Alumni VenturesManchester · $100K – $10M
How we know: av.vc · Not right? Tell us
Owl Capitallisted by Owl Capitalvia Jennifer Fonstad · inferred
How we know: press coverage · Not right? Tell us
Abu Dhabi Catalyst PartnersreportedAbu Dhabi
How we know: press coverage · Not right? Tell us
Allianz Life VenturesreportedMinneapolis · $1M – $5M
How we know: funding news · haloinvesting.com · Not right? Tell us
William BlairreportedChicago
How we know: funding news · press coverage · Not right? Tell us
Also in the syndicate · 2
an affiliate of Piton Investment ManagementWilliam Blair Circle
Reported raises · per SEC filings
Form D private placements$49.7M disclosed across 3 rounds · 2017–2021
▶$35.8MraisedApr 2021 · 12 investors · InvestingRule 506(b)
▶$35.8MraisedApr 2021 · 12 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- James P. FortescueDirector
- Jason BarsemaExecutive Officer, Director
- Abhinav TiwariDirector
- Dennis BarsemaDirector
- Biju KulathakalExecutive Officer, Director
- Offering amount
- $115M
- Amount sold
- $35.8M
- First sale
- Apr 2021
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$9.8MraisedMar 2019 · 14 investors · InvestingRule 506(b)
▶$9.8MraisedMar 2019 · 14 investors · Investing
Rule 506(b)Officers, directors & promoters on the filing
- Biju KulathakalExecutive Officer, Director
- Jason BarsemaExecutive Officer, Director
- Nick FeraExecutive Officer
- James P. FortescueDirector
- "Xin ""James""" WuDirector
- Dennis BarsemaDirector
- Offering amount
- $14M
- Amount sold
- $9.8M
- First sale
- Feb 2019
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
▶$4.1MraisedJun 2017 · 11 investors · AgricultureRule 506(b)
▶$4.1MraisedJun 2017 · 11 investors · Agriculture
Rule 506(b)Officers, directors & promoters on the filing
- Jason M. BarsemaExecutive Officer, Director
- Biju KulathakalExecutive Officer, Director
- Offering amount
- $6.8M
- Amount sold
- $4.1M
- First sale
- May 2017
- Incorporated
- Corporation, Delaware, 2015
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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CAISCAIS Structured Investments is a platform that connects independent financial advisors with structured notes, CDs, SMAs, and hedging strategies offered by third-party bank issuers. It provides education, access to bank issuer offerings, tools to build custom note strategies, and lifecycle support for managing and monitoring a structured investment portfolio.
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Companies working in the same space as Halo Investing.
In the news
Frequently asked questions
- What does Halo Investing do?
- Halo operates a platform that gives financial advisors and institutions access to protective investment products such as Structured Notes, annuities, and Structured Note SMAs, including tools to create custom Structured Notes. It connects advisors with product manufacturers and provides research, analysis, reporting tools, and educational content for wealth and retirement planning.
- Who founded Halo Investing?
- Halo Investing was founded by Jason Barsema, Biju Kulathakal in 2015.
- Who are Halo Investing's investors?
- Halo Investing's investors include Alumni Ventures, G Squared, Owl Capital, Abu Dhabi Catalyst Partners, Allianz Life Ventures, William Blair.
- How much funding has Halo Investing raised?
- Halo Investing has disclosed $49.7M raised across 3 rounds.
- Where is Halo Investing headquartered?
- Halo Investing is headquartered in Chicago, US.