Company
Halo
Platform For Protective Investing - Halo Investing
Also known as Halo Investing LLC
- Business model
- B2B
- Legal name
- Halo Investing LLC
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Record updated 29 September 2026
About
Halo’s platform provides custom protective investments for advisors worldwide. Access 100+ professionals, 40+ banks & partners and $12.5Bn+ transactions since 2015. Try the Protective Investing Platform today!
Funding snapshot
- Total raised
- $49.7MSEC form D sum, as of 2026-09-29Source (opens in a new tab)
- Latest round
- Round, $35.8M2021-04-16
Funding rounds
- Round, 2021
- $35.8M2021-04-16, SEC form D sold, 12 investors
- Round, 2019
- $9.8M2019-02-22, SEC form D sold, 14 investors
- Round, 2017
- $4.1M2017-05-31, SEC form D sold, 11 investors
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