OverviewSuggest Edit

Up to this point, the 401k industry has failed miserably in educating most Americans of the importance of investing in your 401k and how to invest (or allocate) your money once it’s contributed to your 401k. This has basically happened because big Wall Street firms don’t care about all investors, only those with a gazillion dollars. If you are just starting to invest in your 401k or you if you’re confused about how to allocate your money in your 401k you are not alone. Today, there are over 100 million people in this country between the ages of 20-44. By many estimates, over half of this population has not started to save any money for their future. For those that have started, the number of inappropriately invested 401ks is frightening. With so many people needing help and so little options to get help, blooom was created to give you a whole new way to 401k!
HQLeawood, KS, US
Employee Ratings3.7

Latest Updates

Employees (est.) (Feb 2021)24
Cybersecurity ratingBMore

Key People/Management at Blooom

Chris Costello

Chris Costello

CEO & Co-Founder
Shannon Duncan

Shannon Duncan

Chief Operations Officer & Chief Compliance Officer
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Blooom Office Locations

Blooom has offices in Leawood and Kansas City
Leawood, KS, US (HQ)
5280 W 115th Pl
Kansas City, MO, US
The Globe Building, 1712 Main St, Kansas City
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Blooom Financials and Metrics

Summary Metrics

Founding Date


Blooom total Funding

$13.2 m

Blooom latest funding size

$9.15 m

Time since last funding

4 years ago

Blooom investors

Blooom's latest funding round in February 2017 was reported to be $9.2 m. In total, Blooom has raised $13.2 m
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Blooom Cybersecurity Score

Cybersecurity ratingPremium dataset



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Blooom Online and Social Media Presence

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Blooom News and Updates

Online 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 furthers its mission to make professional financial management available to everyone.

Analyzing your 401(k) for free with Blooom can save you money on fees and put more in your retirement account

Personal Finance Insider writes about products, strategies, and tips to help you make smart decisions with your money. We may receive a small commission from our partners, but our reporting and recommendations are always independent and objective. Blooom is an investment company that helps you sa…

Blooom Triples Assets Under Management in the Past Twelve Months

Blooom helps clients understand their 401k and achieve long-term financial goals

Blooom Blogs

Things to Consider Before Buying Bitcoin

Chances are you’ve heard of Bitcoin and other cryptocurrencies at this point. But what exactly… The post Things to Consider Before Buying Bitcoin appeared first on blooom.

Be Wary of Robinhoood and Other Get-Rich-Quick Schemes

By Chris Costello, CEO I can no longer restrain myself. My concern for the average… The post Be Wary of Robinhoood and Other Get-Rich-Quick Schemes appeared first on blooom.

Is blooom’s analysis really free?

Momma always said, “If it seems too good to be true, it probably is.” So,… The post Is blooom’s analysis really free?  appeared first on blooom.

The Meme Stock Revolution and What it Means for Retirement

What happened this week? Retail traders launched a coordinated effort to prop up the shares… The post The Meme Stock Revolution and What it Means for Retirement appeared first on blooom.

We added Brokerage Accounts & hit $5B AUM!

Today blooom is very proud to announce that we have surpassed $5 Billion of client… The post We added Brokerage Accounts & hit $5B AUM! appeared first on blooom.

Q4 2020 PastCast: The fog lifts

Here’s all you need to know. (If you’re in a rush.) A historic Presidential election… The post Q4 2020 PastCast: The fog lifts appeared first on blooom.
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Blooom Frequently Asked Questions

  • When was Blooom founded?

    Blooom was founded in 2013.

  • Who are Blooom key executives?

    Blooom's key executives are Chris Costello and Shannon Duncan.

  • How many employees does Blooom have?

    Blooom has 24 employees.

  • Who are Blooom competitors?

    Competitors of Blooom include Berkshire Hills Bancorp, NBT Bancorp and CSB Bank.

  • Where is Blooom headquarters?

    Blooom headquarters is located at 5280 W 115th Pl, Leawood.

  • Where are Blooom offices?

    Blooom has offices in Leawood and Kansas City.

  • How many offices does Blooom have?

    Blooom has 2 offices.