Halo Investing

Software suite for investment professionals

placeChicago, Illinois, United States calendar_todayFounded 2015 groups47 employees language haloinvesting.com

Registered entities

Reputation

Customer rating 2.9 / 5 across 2 reviews.

Social engagement

Social engagement: 9.9K social following, 9 posts in the last 12 months — below the industry typical range.

Investor mix

7 investors on record; lead investors include Allianz Life Ventures, William Blair, Owl Capital Group.

Investor typeCountShare
Venture capital457%
Private equity229%
Bank & private debt114%

Recent activity

25 Jun 2026
Event
Livestream with Harry McCabe and Lou Mandia on institutional-grade strategies for eligible clients
16 Jun 2026
Recognition
12 Jun 2026
Partnership
Realta Wealth
Coming soon