Mike P Lewis

Advisor at Boldin

Mike P Lewis is a seasoned professional currently serving as a General Partner at Enjoy The Work since August 2021, where the focus is on transforming founders into effective CEOs. With a wealth of experience, Mike has contributed as a Startup Advisor in Residence at Marin Sonoma Impact Ventures since January 2022, in addition to advisory roles for multiple companies including Redflag AI, WorldTech IT, The Futures App, FUNDINGO, Storyboard, Sastaticket.pk, NewRetirement, and ipQuants AG. Mike holds a Bachelor's degree in Computer Science from Dartmouth College, completed in June 2000, and graduated from Edina High School in 1996.

Location

San Francisco, United States

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Boldin

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).


Employees

51-200

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