Blooom Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 20


  • Latest Deal Type
  • M&A

Blooom General Information


Operator of financial management and investment advisory platform intended to optimize management of wealth and 401(k) retirement accounts. The company's platform leverages financial technology to offer investment analysis, portfolio changes, investment strategies, risk allocation, fund strategies, and monitoring, enabling customers to plan for their future in a prudent and hassle-free manner.

Contact Information

Ownership Status
Financing Status
Formerly VC-backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Corporate Office
  • 12433 Antioch Road
  • Suite 25010
  • Overland Park, KS 66225
  • United States
+1 (888) 000-0000

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Blooom Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 08-Dec-2022 000.00 Completed Generating Revenue
5. Early Stage VC (Series B) 31-Jan-2017 00.00 000.00 000.00 Completed Generating Revenue
4. Grant 18-Nov-2015 0000 00.000 Completed Startup
3. Early Stage VC (Series A) 13-Oct-2015 000 00.000 0000 Completed Startup
2. Seed Round 01-Jun-2013 $700K $950K Completed Startup
1. Capitalization $250K $250K Completed Startup
To view Blooom’s complete valuation and funding history, request access »

Blooom Cap Table

Stock # of Shares
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series B 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.00
Series A 0,000,000 00.000000 00 00.00 00.00 00 00.00 00.000
To view Blooom’s complete cap table history, request access »

Blooom Comparisons

HQ Location
Total Raised
Post Valuation
Operator of financial management and investment advisory platform intended to optimize management of wealth and 401(k) r
Other Financial Services
Overland Park, KS
20 As of 2022
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000000000 00000000
West Hollywood, CA
0000 As of 0000
000 0000-00-00
000000000000 00000

0000 0

velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupi
000000000 00000000
Toronto, Canada
00 As of 0000
000000&0 00.000
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Blooom Competitors (53)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestCloud Private Equity-Backed West Hollywood, CA 0000 00000 000000000000 00000
Nest Wealth Formerly VC-backed Toronto, Canada 00 00.000 000000&0 00.000
Sarwa Venture Capital-Backed Dubai, United Arab Emirates 00 000.00 000000000000 000.00
Orion Advisor Solutions Private Equity-Backed Omaha, NE 0000 00000 000000000 00 00000
Ginmon Venture Capital-Backed Frankfurt, Germany 00 0000 0000000000 0 0000
You’re viewing 5 of 53 competitors. Get the full list »

Blooom Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Blooom Former Investors (13)

Investor Name Investor Type Holding Investor Since Participating Rounds
Allianz Life Ventures Corporate Venture Capital Minority 000 0000 000000 0
Commerce Ventures Venture Capital Minority 000 0000 000000 0
DST Systems Corporation Minority 000 0000 000000 0
Ewing Marion Kauffman Foundation Limited Partner 000 0000 000000 0
Gibraltar Ventures Corporate Venture Capital Minority 000 0000 000000 0
You’re viewing 5 of 13 investors. Get the full list »

Blooom FAQs

  • When was Blooom founded?

    Blooom was founded in 2013.

  • Who is the founder of Blooom?

    Chris Costello, Randall AufDerHeide, and Kevin Conard are the founders of Blooom.

  • Where is Blooom headquartered?

    Blooom is headquartered in Overland Park, KS.

  • What is the size of Blooom?

    Blooom has 20 total employees.

  • What industry is Blooom in?

    Blooom’s primary industry is Other Financial Services.

  • Is Blooom a private or public company?

    Blooom is a Private company.

  • What is Blooom’s current revenue?

    The current revenue for Blooom is 00000.

  • How much funding has Blooom raised over time?

    Blooom has raised $14.1M.

  • Who are Blooom’s investors?

    Allianz Life Ventures, Commerce Ventures, DST Systems, Ewing Marion Kauffman Foundation, and Gibraltar Ventures are 5 of 13 investors who have invested in Blooom.

  • Who are Blooom’s competitors?

    InvestCloud, Nest Wealth, Sarwa, Orion Advisor Solutions, and Ginmon are some of the 53 competitors of Blooom.

  • When was Blooom acquired?

    Blooom was acquired on 08-Dec-2022.

  • Who acquired Blooom?

    Blooom was acquired by Morgan Stanley.

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