Bloom Financial operates on an invitation-only basis for select families, founders, and private capital stewards. This brief qualification allows our team to determine alignment before extending access.
This process typically takes 5–7 minutes. Submission does not guarantee acceptance or engagement.
Founder / Entrepreneur
Private Equity / Venture Capital Partner
Real Estate Family
Second-Generation Wealth
Third-Generation or Multi-Generational Family
Other
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Multiple entities or trusts
Business sale or liquidity event
Multi-generational assets
Second-Generation Wealth
Primarily personal/net worth assets
Not sure
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$10M–$25M
$25M–$100M
$100M+
Prefer not to say (Note: May limit eligibility)
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$2M–$5M
$5M–$20M
$20M+
Liquidity event pending
Not sure
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Yes
No
Multiple advisors
Prefer not to say
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Immediately
Within 3 months
Within 6–12 months
Exploring options
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