Halo Investing
Chicago, US · Delaware corporation · 2 known investors
Founders & leadership
JB
Jason BarsemaCo-founder
BK
Biju KulathakalCo-founder
Board
JP
James P. FortescueBoard director
AT
Abhinav TiwariBoard director
DB
Dennis BarsemaBoard director
Investors · 2
Competitors · 6
by search overlapInteractive Strength Acquires Ergatta161 shared keywordsFidelity provides brokerage and investing services for individual retail investors, including commission-free online trading of US stocks and ETFs and fractional share purchases starting at $1. It positions itself as a personal finance and investment provider serving customers pursuing long-term financial goals.
SmartAsset153 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Industries146 shared keywordsJPMorganChase is a global financial institution offering investment and commercial banking, payments processing, and asset management for clients worldwide. It also supports industries such as supply chain and manufacturing, defense and aerospace, energy, and healthtech.
iCapital70 shared keywordsiCapital provides a technology platform for the alternative investments industry, offering tools for education, due diligence, portfolio analytics, investment structuring, fund distribution, investor onboarding, and transaction processing. It serves wealth managers, financial advisors, and asset managers such as Blackstone and J.P. Morgan to access and manage alternative investment strategies for private wealth investors.
Scotiabank67 shared keywordsScotiabank is a global bank offering personal, business, and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets services. It serves individuals and businesses through a workforce of approximately 90,000 employees.
Kiplinger64 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
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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.
Frequently asked questions
- Who founded Halo Investing?
- Halo Investing was founded by Jason Barsema, Biju Kulathakal.
- Who are Halo Investing's investors?
- Halo Investing's investors include G Squared, Owl Capital.
- 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.