Susan Tran's Contact Details

Susan Tran's Company Details

Halo Investing

Chicago, IL, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.Important Disclosures: https://haloinvesting.com/disclaimer/