Growing Market Presence Blooom has demonstrated consistent growth through innovative services like its 401k management and retirement calculation tools, attracting significant assets and showcasing a strong market demand for digital retirement solutions.

Recent E-commerce Expansion The company's recent launch of an e-commerce platform following its acquisition indicates diversification efforts, creating potential cross-selling opportunities with retail or grocery sectors interested in financial wellness.

Secured Investment With over $9 million in Series B funding from prominent investors, Blooom has the financial backing to expand its product offerings and acquire new clients, presenting opportunities for tailored financial solutions.

Technology-Driven Approach Utilizing a tech stack that includes Stripe, Optimizely, and Hotjar, Blooom emphasizes user experience and digital engagement, ideal for partnering with firms seeking advanced fintech integrations or user-centric financial planning tools.

Targeted Customer Base Operating with a relatively small team and revenue between $1M and $10M, Blooom offers personalized, scalable solutions for mid-sized financial firms or corporate employers aiming to enhance employee retirement benefits and engagement.