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.

As the fastest growing online financial service of its kind, the most respected financial publications and mainstream media outlets have taken notice. Blooom has been featured in Forbes, Barron’s, Time, MSN, CNBC, and Good Morning America. The Wall Street Journal called blooom “One of the best online tools for retirement planning.” Blooom is causing the financial industry to pay attention because it is bringing a simplification to retirement management never before available to middle-class America.

In addition to blooom’s media presence, there have been many awards presented to blooom. In 2014, the year it launched, blooom won “Best In Show” at Finovate in New York City. In 2015, blooom won Techweek’s national LaunchKC competition and the Ewing Marion Kauffman Foundation’s “One in a Million” national competition. In 2016, it was named “Entrepreneur of the Year” by the Kansas City Chamber of Commerce and was recognized as a “Best Places to Work” by the Kansas City Business Journal.

Company Info

Chris Costello
Overland Park, KS


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