Halo Investing Valuation, Funding & Investors

Abaxx Technologies Inc is a financial technology company engaged in developing and deploying trust-enabling internet protocols. The company operates with two distinct lines of business: Abaxx Technologies and Abaxx Exchange. Abaxx Technologies develops software tools that enable commodity traders and finance professionals to communicate, trade, and transact faster and more securely. Abaxx is building Smarter Markets - markets empowered by financial technology and market infrastructure to address challenges, including the energy transition.

Syfe is a Singapore-headquartered digital wealth management platform licensed for fund management, advisory, and brokerage in Singapore, Hong Kong, and Australia. It offers managed ETF portfolios, cash management accounts, and self-directed trading through its neo-brokerage. Syfe provides risk-based investment strategies tracking MSCI World Index and Singapore Savings Bonds equivalents. The platform integrates with local banks for seamless transfers.

Moneyfarm is a digital wealth manager operating in the UK and Italy, offering managed ISA portfolios, pensions, and DIY investment accounts. Edinburgh-headquartered since 2012, it oversees £1.5 billion for 90,000 clients using BlackRock funds with strategic asset allocation. The platform features low fees at 0.25-0.75% and complies with FCA and CONSOB regulations. Moneyfarm provides tax wrappers like SIPPs and Junior ISAs, with tools for ESG-focused investing.

Finatext Holdings Ltd is engaged in providing cloud native infrastructure for wealthmanagement/insurance providers, and support data analysis development.

Leonteq AG is a Swiss fintech company with a marketplace for structured investment solutions. Based on proprietary modern technology, the company offers derivative investment products and services. Leonteq acts as both a direct issuer of its products and as a partner to other financial institutions. Leonteq further enables life insurance companies and banks to produce capital-efficient, unit-linked pension products with guarantees. The company has a presence in its home market of Switzerland and other parts of Europe, as well as an established footprint in Asia and other regions.

INDmoney is an Indian mobile application for investing in U.S. stocks, mutual funds, and digital savings accounts. Its Super Saver feature provides high-interest banking options, helping users manage portfolios and plan finances through a seamless app interface.

PensionBee Group PLC is engaged in the provision of direct-to-consumer online pensions. The company helps its customers combine their old pension pots, make flexible contributions, invest in line with their goals and values, and make withdrawals after attaining a certain age. It offers a range of investment plans, including fossil fuel-free and impact investing options, from various asset managers. The firm generates a vast majority of its revenue in the form of fees it charges for fund administration. These fees are earned for administering the customer pension schemes and are charged based on a fixed percentage of the value of a customer’s assets held by the pension scheme. It operates in a single geographical location, the United Kingdom.

ClearScore is a personal finance platform that gives consumers free access to their credit scores and reports alongside a marketplace of credit cards, loans, and other financial products matched to their profile. Founded in 2015 and led by Justin Basini, the London-based company has grown to serve tens of millions of customers across multiple continents, including expansions into South Africa. It has broadened its offering over time from unsecured credit broking into mortgages, secured lending, and open-banking-powered budgeting tools.

ClearTax is a Bangalore-based fintech platform for income tax filing, GST compliance, and mutual fund investments serving over 20 million users in India. It offers e-filing for ITR-1 to ITR-7 forms, automated deductions under sections 80C and 80D, and API integrations for CAs. Backed by Sequoia and Y Combinator since 2014, ClearTax processes billions in tax refunds annually through partnerships with banks like HDFC.

Albert is a U.S. fintech company, launched in 2016, that provides a mobile app combining automated savings, budgeting, investing, and access to human financial experts for personalized advice. Additional features include Instant, which offers paycheck advances, aimed at improving the financial wellness of middle-income Americans living paycheck to paycheck. The app has grown to millions of registered users, who have collectively saved hundreds of millions of dollars since its launch.

TIFIN is a holding company that builds and operates fintech firms focused on wealth management, investment advisory, and personal finance. Its portfolio includes TIFIN Invest, which delivers AI-driven model portfolios for financial advisors, TIFIN Wealth for client engagement platforms, and TIFIN Growth for lead generation tools. Headquartered in Austin, Texas, TIFIN partners with firms like BlackRock, WisdomTree, and Envestnet to enhance investor experiences through data analytics and machine learning. The company launched in 2020 with backing from Bain Capital Ventures and has expanded to serve over 100 wealth management organizations across the United States.

Monarch Money is a subscription platform for personal finance management based in San Francisco. The app aggregates transactions from bank accounts and credit cards, generates budgets, and tracks net worth. Launched in 2021, it serves U.S. consumers with features for goal setting, investment monitoring, and partner sharing.

UP Fintech Holding Ltd is an online brokerage firm focusing on Chinese investors. Its trading platform enables investors to trade in equities and other financial instruments on multiple exchanges of stocks and other derivatives. The company offers its customers brokerage and value-added services, including trade order placement and execution, margin financing, account management, investor education, community discussion, and customer support.

Tally is a financial automation platform founded in 2015 that manages credit card debt through automated payments. San Francisco-based, it negotiates lower interest rates with issuers like Chase and Citi while optimizing payoff strategies. The app monitors spending and builds savings accounts for users tackling over $10 billion in debt.

Bourse Direct is engaged in providing Internet stock brokerage services in France. The company offers a platform of services, tools, and financial products, including French and foreign equities, derivatives, trackers, warrants, certificates, turbos, mutual funds, UCITS, and CFDs, as well as tax exemption, real estate, and life insurance products.