Blooom

Overland Park, United States Founded: 2013 • Age: 13 yrs
Investment advisor that works with existing retirement account

About Blooom

Blooom is a company based in Overland Park (United States) founded in 2013.. Blooom has raised $13.15 million across 3 funding rounds from investors including Nationwide, UMB Bank and DST Systems. The company has 22 employees as of December 31, 2022. Blooom operates in a competitive market with competitors including Boldin, LDIntelligence, Rebalance IRA and Vault, among others.

  • Headquarter Overland Park, United States
  • Employees 22 as on 31 Dec, 2022
  • Sectors
    Technology
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Blooom.Com
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $13.15 M (USD)

    in 3 rounds

  • Latest Funding Round
    $9.15 M (USD), Series B

    Jan 31, 2017

  • Investors
    Nationwide

    & 10 more

  • Employee Count
    22

    as on Dec 31, 2022

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People of Blooom
Headcount 10-50
Employee Profiles 2
Employee Profiles
People
Chris Costello
CEO
People
Jeff Durbin
CTO

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Teams

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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
  • Total Rounds 3
  • Last Round Series B — $9.2M
  • First Round

    (19 Sep 2015)

  • Investors Count 11
Date Amount Transaction Name Valuation Lead Investors Investors
Jan, 2017 Amount Series B - Blooom Valuation QED Investors , Commerce Ventures
Oct, 2015 Amount Series A - Blooom Valuation QED Investors
Sep, 2015 Amount Grant - Blooom Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Venture capital fund investing in early-stage start-ups
Founded Year Domain Location
Investments are made by TTV Capital in early-stage fintech companies.
Founded Year Domain Location
Investments in private tech ecosystem are made by Industry Ventures.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Blooom

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Blooom

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Blooom Comparisons

Employees
+
Add Comparison
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Competitors of Blooom

Blooom operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Boldin, LDIntelligence, Rebalance IRA and Vault, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Financial planning software for retirement is provided to individuals.
domain founded_year HQ Location
Retirement planning solutions are provided via an online platform.
domain founded_year HQ Location
Provides investment advice, financial planning, and retirement services for everyday life.
domain founded_year HQ Location
Vault by HashiCorp is used for managing and securing sensitive data.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Blooom

Frequently Asked Questions about Blooom

When was Blooom founded?

Blooom was founded in 2013 and raised its 1st funding round 2 years after it was founded.

Where is Blooom located?

Blooom is headquartered in Overland Park, United States. It is registered at Overland Park, Kansas, United States.

Is Blooom a funded company?

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 19, 2015.

How many employees does Blooom have?

As of Dec 31, 2022, the latest employee count at Blooom is 22.

What does Blooom do?

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.

Who are the top competitors of Blooom?

Blooom's top competitors include Boldin, Vault and LDIntelligence.

Who are Blooom's investors?

Blooom has 11 investors. Key investors include Nationwide, UMB Bank, DST Systems, QED Investors, and TTV Capital.

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