Jason Barsema, the Co-Founder & President of Halo.

Chicago-based Halo Investing, a financial technology platform that provides Structured Note investments to the average investor has recently closed a $12 million Series B financing round at an undisclosed valuation from venture capitalists including Allianz Life Ventures, an affiliate of Piton Investment Management, and William Blair Circle. The plan is to use this finding towards innovative initiatives that will change the sale and trade of Structured Notes, expanding it into new asset classes.

Structured Notes are known for their exclusivity and only available to High Net Worth Investors having minimum investment sizes of over $1 million but Halo plans on expanding this and bringing better inclusivity. With a motto of “impact before profits” Halo platform delivers Structured Notes to Advisors around the world and ensures transparency, competition, and price efficiency to all investors.

Halo’s software helps both Issuers and Buy-Side customers improve their order management workflow and has assisted in making back office and product compliance more efficient, thereby providing a seamless end-to-end Structured Note solution for its partners.

Corey Walther, head of distribution relationship management and business development, Allianz Life, and Jon Zindel, CFO of William Blair have both shared conviction in Halo’s belief of expanding the offerings to all investors so they have should have access to the same investment products

“Halo was purpose-built for Advisor’s needs, having the mantra of putting positive impact before profits,” says Jason Barsema, the Co-Founder & President of Halo. “Whether you are a firefighter or a Fortune 500 CEO, ALL investors deserve access to protective investing, done in an independent and unbiased way. This has been the key to making Halo one of the largest platforms in the world, and we couldn’t be prouder to have Allianz and William Blair stand by our side on this mission.”

by Megha Bhattacharya
Market Analyst at IBS Intelligence
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