Halo Investing was founded by Biju Kulathakal & Jason Barsema in 2015. Halo Investing is based in Chicago, IL. Halo Investing operates in nine countries, has five offices, 175 employees, 30 institutional clients, & 6,500 financial advisor clients. Halo Investing is led by its CEO Matt Radgowski & President Jason Barsema. Halo Investing is privately owned. Its web site can be found at www.HaloInvesting.com

Historical Phases

This research addresses the key historical phases of Halo Investing, including:

  • Early Phase
  • Capital Raising Phase
  • Awards Phase
  • Expansion & Relaunch Phase

Statistics

Its profile includes the key statistics of the company, including its number of countries, offices, employees, institutional clients, & financial advisor clients.

Businesses

Its profile includes detailed outlines of its core businesses, including:

  • Structured Notes
  • Structured Exchange Traded Funds (ETFs)
  • Structured Annuities

Organization & Ownership

And its profile concludes with the highlights of its organizational structure & ownership.

Disclosure:
Tiburon's Managing Partner is a member of Halo Investing's advisory board.