Halo Investing
Halo Investing operates a marketplace connecting financial advisors and investors to protective investment products like structured notes and annuities. The Chicago-based company has raised $115M, most recently in a Series C in October 2021, and employs 125 people.
The growth story
Halo Investing grew from 103 to 125 employees between 2021 and 2026, raising $115M along the way, most recently a Series C in October 2021.
About
Halo Investing provides a platform for financial advisors and investors to access protective investment products from global financial institutions. These include structured notes, separately managed accounts, annuities, and advanced wealth solutions that were previously inaccessible to most investors.
The company has raised $115M across funding rounds, with its Series C closing in October 2021. Investors include Allianz Life Ventures, Amex Ventures, and Koch, Inc. With 125 employees, Halo has built a global team since its founding in 2015.
Founders and leadership
Sales is Halo's largest function with 22 employees, suggesting a focus on distribution and advisor relationships. The company operates with a global workforce headquartered in Chicago.
The Halo Investing org chart
Matt Radgowski (Chief Executive Officer) leads 60 mapped leaders with 4 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Business Development 26 (+4% YoY), Sales 24 (+4% YoY), Engineering 16 (+7% YoY), Product Management 11 (-8% YoY), Operations 11 (+57% YoY), Finance 7 (-12% YoY).
Talent flow
Halo's team draws heavily from major financial institutions, with multiple hires from Charles Schwab, JPMorgan Chase, and Morningstar. Alumni frequently move to other financial services firms like BlackRock, LPL Financial, and Capital One.
Most common previous employers of Halo Investing staff: Charles Schwab (4), JPMorganChase (4), Morningstar (3), TruChoice Financial (3), TD Ameritrade (3), Northern Trust (3). Former Halo Investing employees most often moved to MOSAIC Investment Partners (4), LPL Financial (3), BlackRock (3), Capital One (3), Jackson (2), Solidus Labs (2).
Alumni worth knowing
The Halo Investing mafia
Halo alumni have founded 11 companies, including Revolut, enosix, and Blue Peak Tents. These span financial services, enterprise software, and outdoor equipment.
13Jack Callahan, was VP and GM, Consumer Business until 2022Cody Adelizzi, was Head of Product until 2024Martin Kolar, was Principal Data Scientist until 2023BINU SURESH, was Python Developer until 2022Jan Pevzner, was Head Quant until 2022
Austin Rogers, CFA, CFP®, was Vice President until 2022
Alex Borggren, was Regional Vice President until 2022
Adam Black, was SVP until 2023
Madison Thomas, was Art Director until 2022
Waleed Shaikh, was Marketplace Technology Specialist until 2023
James Ziniel, was Relationship Manager/ Regional Director until 2019
Sean Wallace, was Marketing Director until 2021Web traffic
Traffic mix: 69% direct, 25% search, 0% social, 2% paid.
What this company is made of
Most common skills at Halo Investing: Microsoft Excel (38), Leadership (32), Investments (30), Customer Service (30), Project Management (29), Microsoft Office (28), Teamwork (23), Management (23).
Where the team actually sits
Halo Investing people are concentrated in Illinois, United States (34), Greater Chicago Area (26), United States (5), Colorado, United States (4).
Search footprint
Halo Investing attracts about 1,210 organic search visits a month, traffic worth roughly $9K a month if bought through ads. It gained 329 ranking keywords and lost 235 in the last period.
What employees say
- Compensation
- 2.10 / 5
- Career opportunities
- 2.10 / 5
- Senior management
- 2.10 / 5
- Work-life balance
- 2.50 / 5
Frequently asked
Halo Investing has 125 employees as of September 2026.
Halo Investing has raised $115M in total, most recently a Series C round in October 2021.
Halo Investing was founded in 2015 by Biju Kulathakal, Jason Barsema.
Matt Radgowski (Chief Executive Officer) sits at the top of Halo Investing's reporting structure, with 4 direct reports.
The most common previous employers of current Halo Investing staff are Charles Schwab (4 people), JPMorganChase (4 people), Morningstar (3 people).
Former Halo Investing employees most often move to MOSAIC Investment Partners (4), LPL Financial (3), BlackRock (3).
At least 11 companies have a founder who previously worked at Halo Investing, including Revolut, enosix, Blue Peak Tents.
Halo Investing attracts about 1,210 organic search visits a month, worth roughly $9K a month in equivalent ad spend.
The most common skills among Halo Investing staff are Microsoft Excel, Leadership, Investments, Customer Service, Project Management.
Halo Investing staff are concentrated in Illinois, United States (34), Greater Chicago Area (26), United States (5).
Halo Investing has about 26 people in Business Development, up 4% over the past year, as of September 2026.
Halo Investing has about 24 people in Sales, up 4% over the past year, as of September 2026.
Computed from 99 current and 189 former Halo Investing profiles, as of September 2026. Source: Crustdata.
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