Blooom Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 20

Employees

  • Latest Deal Type
  • M&A

Blooom General Information

Description

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

Website
www.blooom.com
Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 12433 Antioch Road
  • Suite 25010
  • Overland Park, KS 66225
  • United States
+1 (888)
Primary Industry
Other Financial Services
Other Industries
Financial Software
Acquirer
Morgan Stanley
Vertical(s)
TMT, FinTech
Corporate Office
  • 12433 Antioch Road
  • Suite 25010
  • Overland Park, KS 66225
  • United States
+1 (888)

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Blooom Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
6. Merger/Acquisition 08-Dec-2022 Completed Generating Revenue
5. Early Stage VC (Series B) 31-Jan-2017 Completed Generating Revenue
4. Grant 18-Nov-2015 Completed Startup
3. Early Stage VC (Series A) 13-Oct-2015 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
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series B
Series A
To view Blooom’s complete cap table history, request access »

Blooom Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

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
Commerce Ventures Venture Capital Minority
DST Systems Corporation Minority
Ewing Marion Kauffman Foundation Limited Partner
Gibraltar Ventures Corporate Venture Capital Minority
You’re viewing 5 of 13 investors. Get the full list »

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Blooom FAQs

  • When was Blooom founded?

    Blooom was founded in 2013.

  • 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 .

  • 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.

  • When was Blooom acquired?

    Blooom was acquired on 08-Dec-2022.

  • Who acquired Blooom?

    Blooom was acquired by Morgan Stanley.

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