Blooom Overview
- Founded
-
2013

- Status
-
Private
- Employees
-
20

- Latest Deal Type
-
M&A
- (Announced)
- Investors
-
13
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
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Financial Software
Primary Office
- 12433 Antioch Road
- Suite 25010
- Overland Park, KS 66225
- United States
+1 (913) 000-0000
Blooom Valuation & Funding
Deal Type | Date | Amount | Raised to Date | Post-Val | Status | Stage |
---|---|---|---|---|---|---|
6. Merger/Acquisition | 05-Dec-2022 | 000.00 | Announced | 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 |
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 |
Blooom Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Financing
Details
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
000.00
000000&0
000.00
Blooom Competitors (51)
Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
---|---|---|---|---|---|---|
Sarwa | Venture Capital-Backed | Dubai, United Arab Emirates | 00 | 000.00 | 00000000000 | 000.00 |
000000 0000000 | Corporate Backed or Acquired | Radnor, PA | 000 | 000000&0 | ||
000000 | Venture Capital-Backed | Newark, DE | 00 | 00.000 | 0000000000 0 | 00.000 |
00000000000 | Venture Capital-Backed | Palo Alto, CA | 000 | 00000 | 00000000000 | 00000 |
0000 000000 | Venture Capital-Backed | Toronto, Canada | 00 | 00.000 | 0000000000 0 | 00.000 |
Blooom Executive Team (11)
Name | Title | Board Seat | Contact Info |
---|---|---|---|
Jeff Durbin | Chief Technology Officer | ||
Heather Battison | Chief Marketing Officer |
Blooom Board Members (9)
Name | Representing | Role | Since |
---|---|---|---|
Bill Cilluffo | QED Investors | Board Member | 000 0000 |
Bowman Fishback | Self | Board Member | 000 0000 |
Daniel Rosen | Commerce Ventures | Board Member | 000 0000 |
Gardiner Garrard III | TTV Capital | Board Observer | 000 0000 |
Sheila Bair | Self | Board Observer | 000 0000 |
Blooom Signals
Blooom Investors (13)
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | 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 |