- Recent Funding
- Investors
- Halo Fund
Halo Fund portfolio
Halo Fund has 2 portfolio companies on record at Recent Funding, with 1 investment in the last 12 months.
About this page
Its most recent investment on record is Savvy Wealth's $100M Series B+ round in September 2026, which it led. By category, its portfolio leans toward Fintech (2) and Sales and marketing (1).
What Halo Fund invests in
- Fintech · 2 · 100%
- Sales and marketing · 1 · 50%
How Halo Fund invests
| Stage | Deals | Capital in rounds |
|---|---|---|
| Series B+ | 1 100% | $100M |
Halo Fund portfolio companies
SSavvy Wealth$100MSeries B+ · Sep 2026
FFlexbasebacker
| Company | Round with Halo Fund | Total raised | Latest raise |
|---|---|---|---|
Sales and marketing |
Series B+ · $100M · lead | $216.8M | Sep 9, 2026 Series B+ |
Fintech |
backer · source | undisclosed | Jul 14, 2026 Series B+ |
Similar investors
FFounders Factory3 companies
- BBlackstone Growth1 company · 1 deal in 12 mo
AAllianceBernstein5 companies · 3 deals in 12 mo
AAlstin Capital5 companies · 3 deals in 12 mo
BBarclays5 companies · 3 deals in 12 mo
FFundamentum5 companies · 3 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (Fintech).
How this is counted
Share is of the 1 round on Recent Funding that name Halo Fund. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists Halo Fund, which is a subset of its real portfolio. API: /api/v1/investors/halo-fund (get a free API key). More: the most active VC firms and new venture capital funds.