Halo Investing vs Cash App
Side-by-side comparison of AI visibility scores, market position, and capabilities
Halo Investing is a Chicago-based platform for structured notes, annuities, and buffered ETFs serving 6,500+ RIAs; raised $120M total including a $100M Series C led by Owl Capital;
About
Halo Investing is a financial technology company founded in 2015 and headquartered in Chicago, Illinois, that operates the leading marketplace and technology platform for protective investment products — specifically structured notes, buffered ETFs (defined-outcome ETFs), and annuities. The platform connects registered investment advisors (RIAs), broker-dealers, and financial institutions with a curated catalog of protective investment solutions from multiple issuing banks and insurance companies, simplifying the sourcing, customization, and management of products that cap downside risk while preserving upside participation. Halo serves over 6,500 RIA firms through its marketplace.
Block Inc. (NYSE: SQ) digital banking at 57M MAU generating $16.25B 2024 revenue (half of Block); Bitcoin trading 62% of revenue with Moneybot AI and Lightning Network competing with Venmo and Chime for Gen Z financial services.
About
Cash App is a San Francisco, California-based digital banking and payments platform — operated by Block, Inc. (NYSE: SQ, formerly Square) — providing 57 million monthly active users with a comprehensive mobile financial services ecosystem including peer-to-peer payments, Cash App Card debit card (24 million users), Bitcoin and fractional stock investing, direct deposit banking, tax filing, and personal loans. In 2024, Cash App generated $16.25 billion in revenue (13.2% year-over-year growth) and processed $282.9 billion in customer inflows — representing half of Block's total revenue with Bitcoin trading comprising 62% of Cash App's revenue stream. Cash App's AI expansion includes Moneybot (an AI-powered financial navigation assistant) and Bitcoin Lightning Network payments using USD balance, with stablecoin support in development. Launched in October 2013 as "Square Cash" by Jack Dorsey and Brian Grassadonia.
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