Halo raises $100 million

Halo Investing has raised over $100 million in Series C funding led by Owl Capital, with participation from Abu Dhabi Catalyst Partners, Allianz Life Ventures and William Blair.

Founded in 2015, Halo enables financial advisors to add structured notes, annuities, and buffered ETFs to client portfolios, giving investors simplified access and transparency to investments that bridge the risk gap between stocks and bonds. Over the past 24 months, Halo onboarded more than 40 global banks and carriers.

“We are building a one-of-a-kind technology platform to level the playing field for investors. Individuals are living longer and continue to struggle with saving enough for retirement. Our platform provides easy and transparent access to investment solutions that can help solve this savings crisis. The future of investing is outcome-based. We are proud of the impact we are making in helping individuals secure their financial futures.” – Biju Kulathakal, co-founder and CEO of Halo.

“We are committed to closing the wealth gap by giving individuals access to innovative investments to help them achieve their financial goals. Halo enables investors to target and achieve a level of certainty in their portfolios with the added benefit of downside investment protection. With the support of our latest funders, we are expanding our global footprint and broadening access to all defined-outcome products. We have a radical new vision to change the way the world invests and have very ambitious goals to support everyday investors and their financial advisors.” – Jason Barsema, co-founder and president of Halo.

“Halo is at the forefront of protective investing, enabling individuals to benefit from investments that haven’t been accessible to the masses – until now. We are excited to partner with Biju and Jason to support their explosive growth and vision in making investing more inclusive by democratizing structured notes, one of the last areas of investing that hasn’t been disrupted.” – Abhinav Tiwari, general partner, Owl Capital.

“Halo’s independent platform enables advisors to help individuals effectively manage risk and generate guaranteed income in retirement. We are pleased to partner with Halo and play a key role in their expansion.” – Jasmine Jirele, president and CEO of Allianz Life.