LFG+ZEST is the older company (2015 vs 2007); Halo Investing is the larger of the two.
Side-by-Side Comparison
| Metric | Halo Investing | LFG+ZEST |
|---|---|---|
| Founded | ||
| Founded | 2015 | 2007 older |
| Headquarters | ||
| Headquarters | Chicago, United States | Lugano, Switzerland |
| Employees | ||
| Employees | 123 larger | 32 |
| Industry | ||
| Industry | Finance, Financial Services, Fintech | Finance, Financial Services, Wealth Management |
| Funding Stage | ||
| Funding Stage | Series C | Not tracked yet |
| Total Funding | ||
| Total Funding | $115.14M | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 3 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Financial Technology, Investment Management, Structured Products, Protective Investing, Technology Platform, Democratization Of Investments, Structured Notes, Global Financial Institutions, Transparency In Investing, Efficiency In Investment Solutions | Wealth Management, Fund Management, Discretionary Portfolio Management, Investment Funds, Financial Advisory, Multi-jurisdictional Services, Real Estate Investment, Mergers And Acquisitions, Governance Consultancy, Impact Investing, Financial Strategy, Registered Investment Advisor, Sophisticated Investment Strategies, Wealth Succession |
| Website | ||
| Website | haloinvesting.com | lfgzest.com |
About Halo Investing
Halo Investing, headquartered in Chicago and with offices in Abu Dhabi and Zurich, is an award-winning technology platform disrupting the global use of protective investment solutions. Founded in 2015, the company operates in the Finance, Financial Services, and Fintech industries. Its marketplace c...
About LFG+ZEST
LFG+ZEST is a wealth and fund management company authorized by FINMA, operating at the forefront of the industry in Switzerland. With a strong presence in the LATAM market and registration in Ontario, Quebec, and Saskatchewan, the company offers advisory services to Canadian investors, showcasing it...
We will tell you when either one moves
BounceWatch watches Halo Investing and LFG+ZEST for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Halo Investing and LFG+ZEST — by email.
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Compiled from the BounceWatch company index. We last looked at Halo Investing on 11 Sep 2024, and LFG+ZEST on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.