Asset ManagerRIA · CRD 106152SEC-Registered

Updated:

Bloom

Intelligent recruitment and headhunting for IT, sales, and executive profiles.

Bloom logo

Bloom

Intelligent recruitment and headhunting for IT, sales, and executive profiles. | Bloom is an efficient recruitment, headhunting, and career counseling company with offices in Copenhagen and Aarhus, Denmark. We believe that employees and companies should form a match that makes both parties thrive and grow. This begins with good recruitment.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Sector focus

FinTechEducation

Frequently asked questions

Is Bloom a family office or an institutional asset manager?

No. Bloom is a retail brokerage and registered investment adviser targeting first-time investors aged 13 and older. Its product architecture — fractional shares, gamified education modules, and AI-assisted portfolio construction — serves individual retail accounts rather than institutional or pooled family capital.

Who provides custody and clearing for Bloom accounts?

Bloom brokerage accounts are established at Alpaca Securities, an SEC-registered broker-dealer and FINRA member. Alpaca serves as qualified custodian for advisory assets and provides the technology for trade execution. Bloomberg states accounts are SIPC-insured up to $500,000.

What asset classes can Bloom users access?

Bloom supports trading in individual stocks, ETFs, and cryptocurrency. The platform also permits users to mirror portfolios modeled after disclosed institutional holdings and create custom thematic baskets — for instance, portfolios built around AI or clean energy themes — which function like personal index funds.

How does Bloom's regulatory structure work?

Advisory services are delivered through Bloom Investment Advisers, LLC, an SEC-registered investment adviser, while brokerage services are provided by Alpaca Securities. The two entities are not affiliated, and neither is responsible for the liabilities of the other. This dual structure separates advice from execution.

Does Bloom have any disclosed institutional or family-office backing?

No information about founding principals, venture capital backing, or institutional ownership is publicly disclosed on Bloom's website or other primary sources consulted. The firm's public communications focus exclusively on the consumer-facing product.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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