About Blooom
Blooom is a Technology company based in Overland Park (United States) founded in 2013. Investment advisor that works with existing retirement account. Blooom has raised $13.15 million across 3 funding rounds from investors including Nationwide, UMB Bank and DST Systems. The company has 22 employees. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is BLOOOM.COM. Its competitors include Boldin, LDIntelligence and Rebalance IRA; 2 of its 3 listed competitors have raised funding.
Company details
Blooom helps investors manage 401(k) retirement accounts. Users can connect their 401(k) to Blooom and generate an analysis of their investments. Uses the image of a flower to show its evaluation. The platform also recommends changes to the portfolio, if the analysis shows that some rebalancing is required. With more than 1,000 clients in 48 states and more than 100 million under management, the company was recognized by InvestorJunkie as one of its top 15 robo-advisors in September 2015. It was also one of the 10 companies to earn a grant of 50,000 from LaunchKC in Sep 2015.
- Headquarters Overland Park, United States
- Employees 22
- SectorsTechnology
- Website blooom.com
- Social LinkedIn X
- Legal Name Blooom.Com
- Total Equity Funding$13.15M (USD)
in 3 rounds
- Latest Funding Round$9.15M (USD), Series B
Jan 2017
- InvestorsNationwide
& 10 more
- Employee Count22
Funding Insights of Blooom
Blooom has successfully raised a total of $13.15M across 3 strategic funding rounds. The most recent funding activity was a Series B round of $9.15 million completed in January 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $13.15M
- Total Rounds 3
- Last Round Series B — $9.15M
- First Round $50,000
(Sep 2015)
- Investors Count 11
All 3 funding rounds of Blooom with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2017 | $9.15M | Series B | – | QED Investors, Commerce Ventures | |
| Oct 2015 | $4M | Series A | – | QED Investors | |
| Sep 2015 | $50,000 | Grant | – | – |
11 investors in total: 11 institutional.
Investors in Blooom
Blooom has secured backing from 11 investors, including venture fund and institutional investors. Prominent investors backing the company include Nationwide, UMB Bank and DST Systems.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Venture capital fund investing in early-stage start-ups | qedinvestors.com | Alexandria, United States | ||
Investments are made by TTV Capital in early-stage fintech companies. | ttvcapital.com | Atlanta, United States | ||
Investments in private tech ecosystem are made by Industry Ventures. | industryventures.com | San Francisco, United States | ||
| kcrisefund.com | ||||
Venture capital firm backed by Allianz Life Insurance | allianzlifeventures.com | Minneapolis, United States | ||
Investment in retail and financial services technologies. | commerce.vc | |||
Early-stage venture capital is invested in Midwest technology startups. | hydeparkvp.com | Chicago, United States | ||
LaunchKC is focused on supporting early-stage tech startups. | 2014 | launchkc.org | Kansas City, United States | |
Personal and business insurance products are offered by Nationwide. | 1925 | nationwide.com | Columbus, United States | |
Commercial bank | 1913 | umb.com | Kansas City, United States |
Investor details for Blooom
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Blooom
2 people are tracked at Blooom (2 in leadership); the tracked headcount is 22.
| Name | Role | Group |
|---|---|---|
Chris Costello | CEO | Leadership |
Jeff Durbin | CTO | Leadership |
Complete people profiles for Blooom
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Blooom
3 dated milestones of Blooom across 4 years, from founding to its latest funding, stage changes and deals.
- Founded Blooom is founded.
- Funding First funding round of $50K.
- Funding Latest funding round, Series B, of $9.2M.
Competitors of Blooom
Blooom has 3 listed competitors in our database, 2 of them funded. They include Boldin, LDIntelligence and Rebalance IRA.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| boldin.com | 2015 | Mill Valley, United States | $20M | 42 | Financial planning software for retirement is provided to individuals. | |
| ldintelligence.com | 2012 | Scottsdale, United States | $1.98M | 16 | Retirement planning solutions are provided via an online platform. | |
| rebalance-ira.com | 2012 | Palo Alto, United States | Provides investment advice, financial planning, and retirement services for everyday life. |
Detailed competitors of Blooom
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Blooom
Websites that share an audience with Blooom (blooom.com).
Websites whose visitors overlap most with Blooom. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| finovate.com | 100% | 89.5K | #461,099 | View details | |
workplaceservices300.fidelity.com | workplaceservices300.fidelity.com | 100% | – | ||
| connectedbenefits.com | 61% | View details | |||
advisor.tamaracinc.com | advisor.tamaracinc.com | 60% | – | ||
| maxwellhealth.com | 60% | 8.4K | #1,660,780 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 12 similar websites and full traffic analytics for Blooom
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 12 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Blooom (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Blooom
Complete news archive for Blooom
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Blooom
Blooom was founded in 2013 and raised its 1st funding round 2 years after it was founded.
Blooom is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.
Blooom is a funded company, having raised a total of $13.15M across 3 funding rounds to date. The company's 1st funding round was a Grant of $50K, raised on Sep 2015.
Blooom has 22 employees.
Blooom helps investors manage 401(k) retirement accounts. Users can connect their 401(k) to Blooom and generate an analysis of their investments. Uses the image of a flower to show its evaluation. The platform also recommends changes to the portfolio, if the analysis shows that some rebalancing is required. With more than 1,000 clients in 48 states and more than 100 million under management, the company was recognized by InvestorJunkie as one of its top 15 robo-advisors in September 2015. It was also one of the 10 companies to earn a grant of 50,000 from LaunchKC in Sep 2015.
Blooom's top competitors include Boldin, LDIntelligence and Rebalance IRA.
Blooom has 11 investors. Key investors include Nationwide, UMB Bank, DST Systems, QED Investors, and TTV Capital.
Blooom operates through Blooom.Com.