Chris Costello, CEO
Overland Park, Ka.
Blooom provides a unique service that is disrupting the financial industry by bringing investment advice to an underserved group of middle-class retirement savers. As the only online SEC Registered Investment Advisor that actively manages its clients’ employer sponsored retirement accounts regardless of where they work, where their 401k is held, or the size of the account, blooom is not just another advice offering financial tool. Rather, blooom serves the 80 million middle-class Americans who will depend on their 401(k) (or 403(b), 457 or Thrift Savings Plan) as their main source of retirement savings. Blooom’s philosophy is to create the best possible asset allocation for the client at the lowest possible cost option offered in the client’s plan, all while simplifying the overall experience of working with an investment advisor.