Boldin, formerly NewRetirement, is an AI-powered DIY retirement and financial planning platform. The Boldin Planner lets people build their own retirement plan and test decisions before they make them. Boldin Advisors offers fee-only, fiduciary advice from CERTIFIED FINANCIAL PLANNER® professionals. Employers and financial services firms also use Boldin to give employees and clients planning tools, digital coaching, and education. Boldin was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
| Website | http://www.boldin.com |
| Employees | 68 (35 on RocketReach) |
| Founded | 2015 |
| Address | 1 Belvedere Pl, Mill Valley, California 94941, US |
| Industry | Technology, Information and Internet |
| Keywords | Financial Planning Solutions, Financial Planning Software, Financial Planning Platform, Wealth Management Software, Online Financial Planning, Financial Planning Tools, Retirement Planning Software, Investment Planning Software, Budgeting Software, Financial Planning Education, Tax Planning Software, Personal Financial Planning, Estate Planning Software, Money Management Software |
| Competitors | Salesforce, HubSpot, Zoho, Adobe Marketo, Livly, Intuit Mailchimp, ActiveCampaign, Keap, SharpSpring (from Constant Contact), Ontraport +39 more (view full list) |
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Boldin Questions
Steve Chen is the Founder and CEO of Boldin.
35 people are employed at Boldin.
Boldin is based in Mill Valley, California.
Top Boldin Employees
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Steve Chen
Founder and CEO at Boldin
San Francisco, CA, US34 -
David Robison
Chief Operating Officer at Boldin
San Francisco, CA, US15+ -
Alex Lambert
Head of Design at Boldin
Oakland, CA, US13 -
Gerry Hollis
Enterprise Sales Director at Boldin
Kansas City, MO, US25 -
Connellan Coxwell
Head of Consumer Business at Boldin
San Francisco, CA, US33 -
Jason Nees
Financial Modeling Analyst at Boldin
Lee's Summit, MO, US11 -
Scott D'Antuono
Engineering Manager at Boldin
New York, United States45 -
Scott Staton
Senior Content Strategist and Editorial Lead at Boldin
California, United States33 -
Simon Rentzke
Chief Software Architect (Rails) at Boldin
Brisbane City, QLD, AU53 -
Eric Takahashi
Chief Data Architect at Boldin
Portland, OR, US45+
