blooom, inc.

blooom, inc.

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

$4.0m

Series A

$9.2m

Series B
N/A

N/A

Early VC
N/A

$2.0m

Seed
Total Funding€13.8m

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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.

Keywords: fiduciary advisor, retirement planning, investment management, fintech, personalized advice, subscription-based, financial tools, data analytics, portfolio management, democratize finance.

Tech stack

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