Bloom vs Principal Financial Group
Side-by-side comparison of AI visibility scores, market position, and capabilities
NYC YC W21 teen and young adult investing education app at $3.5M ARR with 2M users and 10M+ lessons; $4.4M seed with 60+ modules and fractional stock/ETF/crypto trading competing with Greenlight and Acorns for Gen Z financial literacy and first investing.
About
Bloom is a New York-based investing education and fractional trading app for teenagers and young adults — backed by Y Combinator (W21) with $4.4 million in total funding including $3.3 million from investors in 2022 — providing users aged 13-17 and young adults with commission-free fractional trading in stocks, ETFs, and crypto combined with 60+ structured financial education modules and a gamified learning experience that has delivered over 10 million lessons since launching in April 2022, achieving $3.5 million ARR with 2 million users. Founded in 2021 by Allan Maman, Sonny Mo, and Sam Yang, Bloom serves Generation Z's interest in building wealth and financial literacy at an age when compounding investment returns are most powerful.
Des Moines retirement and asset management (NASDAQ: PFG) at $16.13B 2024 revenue (+18%), $753B AUM; new CEO Deanna Strable (Jan 2025), Ascensus ESOP acquisition (2024), $1.7T AUA competing with Empower for mid-market 401(k).
About
Principal Financial Group, Inc. is a Des Moines, Iowa-based financial services company — publicly traded on NASDAQ (NASDAQ: PFG) as an S&P 500 Financials component — providing retirement savings, asset management, and group insurance and benefits to 61 million customers worldwide through approximately 20,000 employees with $753 billion in assets under management (AUM) as of Q2 2025, $1.7 trillion in assets under administration, and $16.13 billion in 2024 annual revenue (up 18% year-over-year) with net income of $1.57 billion. Founded in 1879 as The Bankers Life Association by Edward Temple and Simon Casady to provide affordable life insurance to Iowans, Principal demutualized and completed its IPO in 2001. Deanna Strable became President and CEO in January 2025 (succeeding Dan Houston), with Joel Pitz named CFO. Principal operates through three segments: Retirement and Income Solutions (RIS — 401(k), 403(b), defined benefit plans, nonqualified executive benefits, pension risk transfer, and individual retirement products), Principal Asset Management (equity, fixed income, real estate, and alternative investments for institutional clients), and Benefits and Protection (group dental, vision, life, and disability insurance). Key acquisitions include AFP Cuprum (Chilean pension, $1.5B, 2012), Wells Fargo's institutional retirement and trust business ($1.2B, 2019, adding 401(k)/pension/ESOP plans), and the 2024 agreement to acquire Ascensus's ESOP business (800 plans, 165,000+ participants). Principal's market capitalization stands at approximately $18.3 billion.
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