Blooom Overview

  • Founded
  • 2013
Founded
  • Status
  • Private
  • Employees
  • 18
Employees
  • Latest Deal Type
  • Series B
  • Latest Deal Amount
  • $9.1M
Latest Deal Amount
  • Investors
  • 13

Blooom General Information

Description

Developer of financial management and investment advisory platform built to optimize management of wealth and 401(k) retirement accounts. The company leverages financial technology to offer investment analysis, portfolio changes, investment strategies, risk allocation, fund strategies and monitoring, enabling users 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
Other Capital Markets/Institutions
Information Services (B2C)
Financial Software
Primary Office
  • 5325 West 115th Place
  • Leawood, KS 66211
  • United States
+1 (888) 000-0000
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Blooom Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Early Stage VC (Series B) 31-Jan-2017 $9.1M 000.00 000.00 Completed Generating Revenue
4. Grant 18-Nov-2015 0000 00.000 Completed Generating Revenue
3. Early Stage VC (Series A) 13-Oct-2015 000 00.000 0000 Completed Generating Revenue
2. Seed Round 01-Jun-2013 $700K $950K Completed Generating Revenue
1. Capitalization $250K $250K Completed Generating Revenue
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 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

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of financial management and investment advisory platform built to optimize management of wealth and 401(k) ret
Other Financial Services
Leawood, KS
18 As of 2021
000.00
00.00 0000-00-00
00000000000 000.00

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000000000 00000000
New York, NY
000 As of 0000
00000
00000000000 00000

000000

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000000000 00000000
San Francisco, CA
000 As of 0000
00000
0000 0000-00-00
00000000000 00000
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Blooom Competitors (11)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Betterment Venture Capital-Backed New York, NY 000 00000 00000000000 00000
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
0000000000 Corporate Backed or Acquired Singapore, Singapore 000000000000
000000 Venture Capital-Backed Frankfurt, Germany 00 00.000 0000000000 0 00.000
00000000 0000000, Formerly VC-backed Redwood City, CA 000 00000 000000&0 00000
You’re viewing 5 of 11 competitors. Get the full list »

Blooom Executive Team (10)

Name Title Board Seat Contact Info
Chris Costello Co-Founder, Chief Executive Officer & Chairman
Shannon Duncan Chief Compliance Officer & Chief Operating Officer
Jeff Durbin Chief Technology Officer
Kevin Conard Co-Founder & Board Member
Randall AufDerHeide Co-Founder
You’re viewing 5 of 10 executive team members. Get the full list »

Blooom Board Members (9)

Name Representing Role Since
Bill Cilluffo QED Investors Board Member 000 0000
Bowman Fishback Self Board Member 000 0000
Chris Costello Blooom Co-Founder, Chief Executive Officer & Chairman 000 0000
Daniel Rosen Commerce Ventures Board Member 000 0000
Gardiner Garrard III TTV Capital Board Observer 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Blooom Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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
You’re viewing 5 of 13 investors. Get the full list »

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