Halo Investing Stock

Multi-issuer technology platform for protective investment solutions.

Buy

Buy Halo Investing shares

Sign up to view historical trading trends and place an offer.

Sell

Sell Halo Investing shares

Understand share pricing, list anonymously, and benefit from transparent fees.

Overview

Halo Investing is a financial technology platform that specializes in providing protective investment solutions, primarily aimed at financial advisors and institutions. Founded to disrupt traditional investment practices, Halo focuses on offering structured products that help manage market risks effectively.

Sector

FinTech

Founded

2015

Headquarters

Chicago , IL

Halo Investing Funding

Halo Investing Funding History

Sign up to gain insights into Halo Investing funding history, including the funding round, time period, and amount raised.

Financing Round Date Amount Price per share Valuation
Round Date Amount PPS Valuation
Series C Apr 16, 2021 36M
XXXXX
XXXXX
Series B Feb 22, 2019 10M
XXXXX
XXXXX
Series A May 31, 2017 4M
XXXXX
XXXXX

Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market

Buy

Buy Halo Investing shares

Sign up to view historical trading trends and place an offer.

Sell

Sell Halo Investing shares

Understand share pricing, list anonymously, and benefit from transparent fees.

Halo Investing Management Team

Halo Investing people and management

  • Co-Founder, President, Board Member
    Jason Barsema
  • Co-Founder, Board Member
    Biju Kulathakal
  • CEO, Board Member
    Matt Radgowski
  • CFO
    Tom Belka
  • Chief Human Resources Officer
    Christine Friese

Investors

Major Halo Investing investors

  • Allianz Life Ventures

  • Chicago Growth Partners (William Blair Capital Partners)

  • Mubadala Capital

  • Owl Ventures

  • Piton Capital LLP

Halo Investing Valuations & Financials

Gain Insights Into Halo Investing Stock Valuation & Share Prices

View real-time NPM data on Halo Investing stock including daily Halo Investing stock price estimates, valuation history, and historical share price information. Access Halo Investing financing rounds, secondary trade levels, cap table data, and private company comparable transactions. Use NPM's private company valuation database to track Halo Investing pricing across six independent market signals. Looking for private company due diligence data sources on Halo Investing? Get in touch to learn more.

Similar Companies

Explore companies

like Halo Investing

  • Upgrade Inc-Logo

    Upgrade

    FinTech

    Online lending platform that reduces credit costs and helps consumers make informed borrowing decisions through simplified credit tools.

  • Daily Pay Inc-Logo

    Dailypay

    FinTech

    Optimizing the timing and flow of money for employers, merchants, and financial institutions.

  • Publichello-Logo

    Public

    FinTech

    Public is the world's first agentic brokerage, offering a full AI-enabled multi-asset investing platform.

  • Chippercash-Logo

    Chipper Cash

    FinTech

    Creates software for cross-border payments in Africa and Europe, as well as solutions for businesses and merchants to process payments.

  • Mambu-Logo

    Mambu

    FinTech

    Cloud-based core banking platform enabling financial institutions to deploy modern banking and lending solutions.

  • Sydecar

    FinTech

    Offers a comprehensive suite of tools and services that automate fund administration.

  • Paystand

    FinTech

    A next-generation payment and eCommerce checkout system.

  • Rho Technologies

    FinTech

    Integrated financial platform that combines business banking, corporate cards, and expense management through a unified interface.

  • dub

    FinTech

    Facilitates real-time replication of expert investment strategies, simplifying the investing process.

FAQ

Questions?

We have answers

Buy Halo Investing Stock

Halo Investing stock does not trade on public stock exchanges. Halo Investing stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Halo Investing stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market.

Learn more about the secondary market for private company shares on the investors page.

Sell Halo Investing Stock

Halo Investing Stock does not trade on public stock exchanges. In order to sell Halo Investing shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors.

Learn more about NPM services for selling privately held stock on the Employee Shareholders page.

Read more about how to sell private company stock on the private secondary market:

 

Halo Investing Stock Price

Halo Investing does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the NPM Data and Intelligence database from Nasdaq Private Market, you can view Halo Investing share price and other valuable private market data.

Read more about secondary market private company stock prices:

Halo Investing Stock Ticker Symbol

There is no ticker symbol for Halo Investing stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company ‘street’ name or legal name.

Criteria to Sell Halo Investing Stock

Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Halo Investing stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.

Learn more about selling privately held stock on the Employee Shareholders page.

Read more about how to sell shares of a private company and eligibility for selling privately held stock:

 

Criteria to Buy or Invest in Halo Investing Stock

Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Halo Investing stock, you need to be an accredited entity or institutional investor.

Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.

Halo Investing Stock Settlement

Once you buy or sell, stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.

To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.

Halo Investing IPO

Halo Investing is a private company and has not had an IPO. There is currently no Halo Investing IPO price. Get started to begin exploring the Nasdaq Private Market Data and Intelligence database and gain access to actionable data related to Halo Investing IPO.

Learn more about Data and Intelligence private company stock data for institutional investors on the on the NPM Data and Intelligence Product Page.