Halo Investing
PrivateLast Round
Series C
Oct 12, 2021
Total Funding Raised
$118M
Company Overview
Halo Investing is a financial services company that offers an investment platform aimed at democratizing access to protective investments through analytics-driven management of structured note portfolios and connections to structured products from top global financial institutions.
Sector
FinTech
Verticals
Investment Platforms, Wealth Management, Financial Data
Business Model
B2B2C
Customer Profile
Marketplace Commission, Subscription SaaS, Payment Processing Fee
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Halo Investing Comps
Public and private peers based on sector, stage, and business model.
Halo Investing Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Oct 12, 2021 | ||||
| Series B | Jun 6, 2019 |
Key People
Founding team and executive leadership
Halo Investing Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Piton Investment Management | Series B |
| Owl Capital | Series C |
| Abu Dhabi Catalyst Partners | Series C |
| Allianz Life Ventures | Series C, Series B |
| William Blair & Company | Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 21, 2026
Partnering with Ironlight Group to tokenize structured notes on the blockchain.
- Mar 25, 2026
Democratizing access to advanced risk management solutions.
Halo Investing Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about Halo Investing's valuation, stock price, and market status.
