COMPANY PROFILE

blooom, inc.

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Online investment advisor that manages employer sponsored retirement accounts (401k, 403b, TSP) for individual clients

Leawood, United StatesFounded 2013Fintech

Valuation $50–100M Last recorded · 2017

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About blooom, inc.

Blooom is an online fiduciary advisor specializing in personalized retirement planning and investment management services. The company primarily serves individual clients looking to optimize their retirement savings and investment portfolios. Operating in the financial technology (fintech) market, Blooom leverages advanced algorithms and data analytics to provide tailored investment recommendations and portfolio management. The business model is subscription-based, where clients pay a monthly or annual fee for access to Blooom's suite of financial tools and advisory services. Revenue is generated through these subscription fees, as well as through partnerships and affiliate programs. Blooom aims to democratize financial planning by making professional-grade investment advice accessible to a broader audience, particularly those who may not have significant assets to invest. The company also offers a range of calculators and educational resources to help users make informed financial decisions.

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At a glance

Status: Acquired
Founded: 2013
Headquarters: Leawood, United States
Employees: 6
Open positions: None listed
Dealroom signal: 55.6/100
Industry: Fintech
Sub-industry: Financial Management Solutions, Wealth Management
Sector: Fintech, Retirement, Robo Advisory, Pension and Savings
Client focus: b2b, b2c
Links: Website X

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Funding history

5 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITION✓Exit	Dec 2022	$0	—	Morgan Stanley	↗
SEEDEquity / VC	Apr 2019	$2M	$8M	Undisclosed	—

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Growth signals

blooom, inc. website traffic

Latest recorded traffic for blooom, inc. is 170 monthly website visits, down 41.4% over the last three months. blooom, inc.'s team grew 0% over the past year.

Latest monthly visits170 3-month web change-41.4% 1-year team growth0%

Monthly website visitsMay 2017–Jun 2025

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