Blooom Overview
Latest Deal Type
Series B
Blooom General Information
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.
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Blooom Valuation & 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 |
Blooom Cap Table
To view Blooom‘s complete cap table, request access >>
| 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 Competitors (13)
| 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 |
| 0000000000 |
Venture Capital-Backed |
New York, NY |
000 |
00000 |
00000000000 |
00000 |
| 000000 |
Venture Capital-Backed |
Irvine, CA |
000 |
00000 |
00000000000 |
00000 |
| 00000 (000000000 0 |
Venture Capital-Backed |
San Francisco, CA |
000 |
00.000 |
00000000000 |
00.000 |
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