blooom
Finance · Kansas, United States · 11-50 Employees
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Overview
Headquarters
12433 Antioch Rd Unit 25010, Overland Pa...Phone Number
(888) 446-8416Website
www.blooom.comRevenue
$8.5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About blooom
Blooom, often stylized as "blooom", was an online Registered Investment Adviser that managed individual participant accounts in IRAs and in employer sponsored retirement plans such as 401(k), 403(b), or TSP. The company was founded in 2013 by Chris Costello, who now serves as chief executive officer. In January 2021, Blooom managed $5 billion in assets.Explore more
blooom Org Chart
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Company Profile Activity
Activity Insights
blooom is experiencing very low activity levels compared to other companies in the Finance sector.
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blooom financials insights
Gather financial insights about blooom, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Series A
$4M
2016
Series B
$9.1M
blooom Tech Stack
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Most Recent Scoops
Left Company
Executive Move
blooom has announced that Kent Johnson, Chief Product Officer, has left the organization and now serves as Executive Director at Morgan Stanley.
Award
blooom has been named to the 2018 Fintech 250 list by CB Insights in the Wealth Management category.
Award
Left Company
Executive Move
Brent Coonrod, Director, Content, has left the organization.
Executive Moves, Left Company
Left Company
Maureen Welsh, Director, Public Relations, has left the organization.
Personnel Moves, Left Company
Funding
Facilities Relocation / Expansion
Funding
blooom News & Media
Don’t Resign Your 401K During “The Great Resignation”
Blooom CEO with advice for workers at a crossroads (PRWeb August 27, 2021) Read the full story at https://www.prweb.com/releases/dont_resign_your_401k_during_the_great_resignation/prweb18154236.htmOnline Financial Advisor Blooom Takes the 'F-Words' Out of Retirement
'Your ***k Needs a Check-Up' according to blooom's new ad campaign which is causing a stir in a traditionally stodgy financial industryOnline Financial Advisor, Blooom, Hits $5B AUM as It Finds New Ways to Help the Average Investor Save Smarter
Blooom's product expansion to include brokerage accounts is focused on the company's mission of providing expert retirement help to those previously overlooked by traditional financial advisors, while the company's Assets Under Management (AUM) validates Blooom's widespread impact and rapid growth.Institution-Independent 401k Advisor, Blooom, Expands to IRAs
Blooom, an SEC-registered Investment Advisor that previously focused solely on managing accounts for individuals through their employer-sponsored retirement plan, has added IRA management to its offering. Similar to Blooom's existing 401k management service, IRAs will be optimized where they are currently invested, without requiring clients to move their money. "This is another big step in Blooom's expansion and desire to reach even more overlooked and underserved individual retirement savers,"
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Blooom, often stylized as "blooom", was an online Registered Investment Adviser that managed individual participant accounts in IRAs and in employer sponsored retirement plans such as 401(k), 403(b), or TSP. The company was founded in 2013 by Chris Costello, who now serves as chief executive officer. In January 2021, Blooom managed $5 billion in as... Read More
