Welcome to
Halo Investing Europe!
Looking to grow your Structured Products business?
Scale your Structured Products business with Halo’s industry-leading, multi-issuer technology platform.
Halo delivers a customizable, all-in-one SaaS platform giving investment professionals the tools to access, build, and manage protective investment solutions.
ABOUT HALO
Founded in 2015 and headquartered in Chicago, USA, Halo Investing provides advisors, wealth managers, and professional investors access to Structured Products through its industry-leading, multi-issuer technology platform.
Aided by technology, Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency. Halo Investing Europe is located in Zurich, Switzerland. In October 2021, Halo announced that it raised more than $100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.
STRUCTURED PRODUCTS
What does it mean to add protection?
Nothing in life—or investing—is guaranteed.
Markets go up and down. The best way to protect a future is to have the benefits of market growth while preparing for the downside.
It means setting a goal and building the portfolio with the best chance to get there.
How Does That Work?
It works by building a portfolio of investments that have defined-investment outcomes, with the potential to generate investment returns while mitigating risk, but without compromising growth.
Particpate in the Upside
When markets are going up, your clients can reap the rewards. Whether you are seeking income or higher returns, protective investing can get you there.
Protect against the Downside
The Markets are volatile, and stocks are near all-time highs. Adding a level of protection with Structured Products can help protect your clients' investments against unpredictable markets.
FOR STRUCTURED PRODUCTS ISSUERS
Halo provides issuers with industry-leading technology to automate the issuance, management, and distribution of Structured Products
Our turnkey solution will help you optimize the entire value chain of Structured Products, from issuance to distribution to life-cycle management. Various modules will help you cut costs and grow your business.
Our modular solution will streamline the following business processes:
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A white label platform for distribution
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Life-cycle management
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Digital distribution of investment content
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Sales trader & client tools
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Indicative pricer & product as well as portfolio analytics
FOR BROKERS & WEALTH MANAGERS
Halo provides brokers, private banks, and wealth managers the tools to streamline all the processes associated with Structured Products.
Our modular solution will streamline the following business processes:
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A white label single or multi-issuer platform for Structured Products distribution
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Independent Structured Products pricing & valuation
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Best execution pricing
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Life-cycle management
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Customized reporting capabilities
FOR WEALTHTECHS
Enhance your existing Wealthtech platform, such as a portfolio management system or a core banking system, with a customized Structured Products offering via a white label multi-issuer platform. This will enable you to monetize your client base and grow your business.
The key benefits for your Wealthtech platform are:
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Gain access to a turnkey multi-issuer platform, which can be integrated with your Wealthtech platform
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Increase trade commissions
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Increase client stickiness
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Attract new institutional clients
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Gain market share from your competitors
OUR TEAM
Meet the people who believe defined outcome investing is for anyone who wants to create a better financial future.
Biju Kulathakal
CO-FOUNDER
HALO INVESTING, INC.
Biju is the Co-Founder of Halo Investing and serves as a board member. He was one of the early co-founders of Redbox as well as a founder and the past Chairman and CEO of Trading Block Holdings, an online brokerage firm specializing in option traders. Biju received a B.S. in Aerospace Engineering from Illinois Institute of Technology.
PRESIDENT, CO-FOUNDER
HALO INVESTING, INC.
Jason Barsema
Jason Barsema is the Co-Founder and President of Halo Investing where he leads the team and product vision. With over a decade of experience managing structured products, he built the Halo platform to provide all investors access to this incredible investment product. Jason previously was a Partner on a large Private Banking team at Credit Suisse, where he managed portfolios for Ultra High Net Worth Individuals and Institutions. Jason has his B.A. in Economics from Northern Illinois University and his M.B.A. from the Kellogg School of Management at Northwestern University.
