Boldin
Steve Reale serves as Partner and CFO at Ulu Ventures, a seed stage venture firm concentrating on enterprise IT and leveraging opportunities in the Stanford and Silicon Valley markets. Reale holds several board member positions, including at Cerebro Capital, NewRetirement, Watson Living, CoreChain Technologies, Avatour, and Dwellsy, showcasing a strong commitment to guiding early-stage companies. As Co-Founder and Partner at Madison Bay Capital Partners, a private equity fund, Reale targets investments in mid-market businesses across technology, consumer products, and financial vendor markets. Reale's experience also includes serving as Interim CFO for Mixed Dimensions and investing in Aria Systems. Reale earned a Bachelor of Arts in International Politics and Economics from Middlebury College.
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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).