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Halo Investing competitors & alternatives
The 12 closest competitors and alternatives to Halo Investing among fintech companies — ranked by similarity to what Halo Investing actually does, not by market-cap band.
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About Halo Investing
Halo Investing is an award-winning financial technology platform headquartered in Chicago that disrupts the use of protective investment solutions worldwide.
Halo Investing at a glance
Halo Investing is a fintech company headquartered in United States. It has raised at least $4.1M across the 2 funding rounds on record, 1 of them with a disclosed amount. Its most recent funding round, Series C, closed in April 2021. Xcout tracks 8 named people at Halo Investing, including Matt Radgowski (CEO). Xcout recorded 1 job posting from Halo Investing in the last 90 days.
Halo Investing leadership
- Matt RadgowskiCEO
- Jason BarsemaPresident, Co-Founder
- Christine FrieseChief Human Resources Officer
- Dana GoldsteinChief Compliance Officer
- Biju KulathakalCo-Founder
- Hashbeer AliExecutive Vice President Institutional Sales, Middle East & Africa
2 more named people on record for Halo Investing, with roles, board committees and tenure — see the full roster →
Halo Investing funding rounds
At least $4.1M raised across the 2 rounds on record (1 with a disclosed amount). Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series C | Undisclosed | 5 named | |
| SEC Form D filing | $4.1M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Halo Investing
Xcout recorded 1 job posting from Halo Investing in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see Halo Investing's hiring signals →
Top 12 Halo Investing competitors
Ranked by semantic similarity — how close each company is to Halo Investing by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
IMTC is a New York City-based fintech company, founded in 2017, that provides an AI-powered fixed income platform. This platform enables firms to automate workflows and customize portfolios at scale. The company aims to revolutionize and elevate fixed income investing.
Financial Services
Headquartered in Sydney, Australia, and established in 2017, Halo Technologies Holdings Limited specializes in delivering comprehensive equity research and portfolio management services. These services cater to both commercial enterprises and financial professionals across Australia and international markets. The company's diverse offerings include advanced equities research and analytical capabilities, robust portfolio management instruments, international trade execution functionalities, and tailored themed investment strategies. Central to its product suite is HALO Global, an integrated equities research and trading platform. This solution enables users to meticulously analyze and manage investments, incorporating features such as an intuitive charting interface, sophisticated stock scanning and blending tools, real-time signals and monitoring, aggregated broker consensus data, and pre-constructed Thematic Portfolios for direct investment.
Financial Services
Ceros Capital Markets is a global investing platform and financial services firm that specializes in private and public capital formation for companies developing disruptive technologies in sectors such as medical devices, robotics, and digital health. The company serves sophisticated and accredited investors, RIAs, and retail and institutional customers by providing access to institutional-quality deals, wealth management services, and distribution.
Asset Management
William Blair is a global investment banking and asset management firm headquartered in Chicago, Illinois. The company provides services in investment management and private wealth management to a worldwide client base.
Investment Banking
Loop Capital Markets LLC is a broker-dealer headquartered in Chicago, Illinois that is registered with the U.S. Securities and Exchange Commission and is a member of FINRA, providing institutional financial services.
Financial Services
iAltA Holdings is a holding company that builds, acquires, and operates specialized technology companies to upgrade the infrastructure of private markets. Its operating companies provide end-to-end solutions covering fund lifecycle management, private credit connectivity, embedded payments, wealth intelligence, and data integration for market participants.
Similar fintech company
Topstep is a trader education and financial technology enterprise headquartered in Chicago, Illinois, that provides simulated trading environments and funded accounts to traders worldwide.
Similar fintech company
Opto Investments is a financial technology software company that provides a private markets investment platform designed for wealth advisors. The company is headquartered in New York, NY.
Real Estate
Arch is a Series B financial technology company headquartered in New York City. It automates the management of private investments, striving to improve access, understanding, and the human experience in this sector.
Similar fintech company
Alinea Invest, Inc. is a New York-based financial technology company that develops automated investing applications focused on lifestyle and modern investing experiences.
Similar fintech company
Betterment is a financial technology company that provides automated investing and financial planning services. Headquartered in New York, NY, it aims to help users grow their money by making saving and investing easy through tailored portfolios and goal-based savings.
Similar fintech company
Hapi is a financial technology company founded in 2020 and headquartered in San Francisco, United States. The platform enables users across Latin America to easily and securely invest in US stocks, exchange-traded funds, and cryptocurrencies.
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