Company profile: Blooom
1.1 - Company Overview
Company description
- Provider of online investment advisory services managing employer-sponsored retirement accounts (401k, 403b, TSP) for individual clients; an SEC-registered robo-advisor focused on helping Americans with workplace retirement plans.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Blooom
Executive Wealth Management
HQ: United Kingdom
Website
- Description: Provider of financial advice to private clients, small business owners, families, and trustees, predominately on a fee basis, offering services including protection, investments, pensions, auto-enrollment, and mortgages to assist clients in achieving their financial objectives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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LearnVest
HQ: United States
Website
- Description: Provider of personal financial planning services and resources, including a mobile app for iPhone and iPad that gives a holistic view of users’ financial life and enables expense management and tracking by classifying transactions into categories such as bills, personal care, and groceries.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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VelocityShares
HQ: United States
Website
- Description: Provider of innovative exchange-traded products for professional investors, offering access to sophisticated long-term investment strategies and enabling traders to express short-term market views, focused on delivering leading-edge, efficient, and insightful products.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Fundspire
HQ: United States
Website
- Description: Provider of a cloud-based web platform for analytics and reporting for the investment and hedge fund industry, enabling investment professionals to source ideas, analyze risks, create portfolios, and build client reports.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Empower
HQ: United States
Website
- Description: Provider of remote-delivery digital wealth management that combines online financial tools and registered financial advisor expertise to help people transform their financial lives and grow net worth. Its state-of-the-art technology gives investors a complete financial picture and is utilized by over 2.5 million customers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Empower company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Blooom
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Blooom
2.2 - Growth funds investing in similar companies to Blooom
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4 - Top valuation comps for Blooom
4.2 - Public trading comparable groups for Blooom
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