Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin

Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

FinTech

Personal Finance

Retirement

Boldin

Boldin's headquarters in Mill Valley, United States

Stephen Chen

Rachel Diesel

Patrick Hammons

Connellan Coxwell

Brett Stoppel

Kelly Michel

Danielle Jackson

Grisselle Escoto

Chelsea Power

Boldin

Org chart

Teams

Offices

Boldin

Org chart

Teams

Offices

Related companies