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Blooom

Blooom
2013 FOUNDED
PRIVATE STATUS
21-30 EMPLOYEES
Series B LATEST DEAL TYPE
$9.1M LATEST DEAL AMOUNT
13 INVESTORS
Description

Provider of an investment advisory application designed to help businesses to manage employees' 401k accounts. The company's application collects basic user data like name, email, age and time frame to retirement and provides free allocation and fee analysis, enabling clients to manage accounts in a hassle free manner.

Website
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Financial Software
Other Industries
Application Software
Other Financial Services
Primary Office
  • 5325 West 115th Place
  • Leawood, KS 66211
  • United States

+1 (888) 000-0000
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Blooom Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Early Stage VC (Series B) 31-Jan-2017 $9.1M 000.00 000.00 Completed Generating Revenue
3. Grant 18-Nov-2015 0000 00.000 Completed Generating Revenue
2. Early Stage VC (Series A) 13-Oct-2015 $4M $4.25M 0000 Completed Generating Revenue
1. Capitalization $250K $250K Completed Generating Revenue
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Blooom Cap Table

Stock # of Shares
Authorized
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
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Blooom Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
SigFig Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
00000000 0000000 Venture Capital-Backed Redwood City, CA 000 00000 00000000000 00000
0000000 Venture Capital-Backed Mountain View, CA 000 00000 00000000000 00000
0000000000000 Accelerator/Incubator Backed San Francisco, CA 00 000.00 000000&0 000.00
0000000000 Venture Capital-Backed New York, NY 000 00000 00000000000 00000
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Blooom Investors (13)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
Allianz Life Ventures Corporate Venture Capital Minority 000 0000 000000 0
Industry Ventures Venture Capital Minority 000 0000 000000 0
KCRise Fund Venture Capital Minority 000 0000 000000 0
Nationwide Ventures Corporate Venture Capital Minority 000 0000 000000 0
TTV Capital Venture Capital Minority 000 0000 000000 0
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Blooom Executive Team (10)

Name Title Board
Seat
Contact
Info
Matt Burgener Chief Executive Officer & Board Member
Joe McConnell Chief Financial Officer & Chief Operating Officer
Shannon Duncan Chief Compliance Officer
Michelle Burchard Chief Human Resources Officer
Chris Costello Co-Founder & Chairman

2 Former Executives

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Blooom Board Members (8)

Name Representing Role Since Contact
Info
Bill Cilluffo QED Investors Board Member 000 0000
Bowman Fishback Self Board Member 000 0000
Chris Costello Blooom Co-Founder & Chairman 000 0000
Daniel Rosen Commerce Ventures Board Member 000 0000
Gardiner Garrard III TTV Capital Board Observer 000 0000

1 Former Board Member

You’re viewing 5 of 8 board members. Get the full list »