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Company profile: Halo Investing

1.1 - Company Overview

Halo Investing Logo

Halo Investing

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of a financial technology platform offering structured note investments to average investors and access to structured notes, buffered ETFs, annuities, structured note SMAs, a hedged equity strategy, and legacy book services for advisors.

Products and services

  • Structured Notes: Bank-issued investments produce market-linked growth potential with various levels of principal protection, accessible to average investors through Halo’s platform
  • Buffered ETFs: Structured securities deliver potential growth with a buffer against losses, typically featuring a 12-month maturity for defined exposure
  • Structured Note SMAs: Separately-managed accounts composed of structured notes focusing on income, growth, or total return objectives, structured in SMA format

Key contacts

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Financial details

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1.2 - Competitors and similar companies to Halo Investing

Open E Cry Logo

Open E Cry

HQ: United States Website
  • Description: Provider of direct access futures brokerage services, offering online trading for electronic and pit markets via its OEC Trader platform, featuring DOM, charts, block allocation, DMA, AutoX, advanced orders, quotes, Microsoft Excel DDE, communication, and custom indicators.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Open E Cry company profile →
21st Real Estate Logo

21st Real Estate

HQ: Germany Website
  • Description: Provider of a digital platform for complete real estate online trading in Germany with all necessary data, offering RELAS for market price and location analytics, machine-learning-based pricing for valuations, detailed location and market analysis, ESG location criteria, and scoring models to assess micro and macro locations.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full 21st Real Estate company profile →
Neptune Finance Logo

Neptune Finance

HQ: United Kingdom Website
  • Description: Provider of pre-trade bond market data and real-time connectivity, delivering sell-side bank data to buy-side investors via FIX workflows to enable meaningful conversations and increase trade volumes.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Neptune Finance company profile →
CashCalc Logo

CashCalc

HQ: United Kingdom Website
  • Description: Provider of an online suite of tools designed to support the entire financial planning process.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full CashCalc company profile →
Nvest Logo

Nvest

HQ: Canada Website
  • Description: Provider of crowdsourced investment opinions.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Nvest company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Halo Investing

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Buyer group 1: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Halo Investing

2.2 - Growth funds investing in similar companies to Halo Investing

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4 - Top valuation comps for Halo Investing

4.2 - Public trading comparable groups for Halo Investing

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4.3 - M&A Transactions similar to Halo Investing

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Halo Investing

What does Halo Investing do?

Halo Investing is a provider of a financial technology platform offering structured note investments to average investors and access to structured notes, buffered ETFs, annuities, structured note SMAs, a hedged equity strategy, and legacy book services for advisors.

Who are Halo Investing's competitors?

Halo Investing's competitors and similar companies include Open E Cry, 21st Real Estate, Neptune Finance, CashCalc, and Nvest.

Where is Halo Investing headquartered?

Halo Investing is headquartered in United States.

How many employees does Halo Investing have?

Halo Investing has 1,000 employees 🔒.

When was Halo Investing founded?

Halo Investing was founded in 2010 🔒.

What sector and industry vertical is Halo Investing in?

Halo Investing is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Halo Investing

Who are the top strategic acquirers in Halo Investing's sector and industry

Top strategic M&A buyers and acquirers in Halo Investing's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Halo Investing?

Top strategic M&A buyers groups and sectors for Halo Investing include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Halo Investing's sector and industry vertical

Which are the top PE firms investing in Halo Investing's sector and industry vertical?

Top PE firms investing in Halo Investing's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Halo Investing's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Halo Investing's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Halo Investing's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Halo Investing include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Halo Investing's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Halo Investing?

The key public trading comparables and valuation benchmarks for Halo Investing include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Halo Investing for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Halo Investing with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Halo Investing's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Halo Investing with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Halo Investing's' sector and industry vertical?

Access recent funding rounds and capital raises in Halo Investing's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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