Halo Investing is a fintech company that operates a technology platform designed to democratize access to protective investment products. Founded in 2015 by Biju Kulathakal and Jason Barsema, the company's mission is to provide financial advisors with a marketplace to analyze, purchase, and manage structured notes, annuities, and buffered ETFs from numerous global financial institutions. The platform aims to increase transparency, competition, and efficiency in a market traditionally dominated by large institutions, empowering advisors to build more customized and protected portfolios for their clients.

Founded in

United States