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

This department is responsible for designing and managing the development of products from conception to production.

Product Development

This department designs, develops, and maintains software applications and systems.

Software Development

This department focuses on providing guidance and support to individuals in managing their financial health and wellness.

Financial Services

This department provides expert guidance and support to clients and stakeholders.

Advisory Services

This department focuses on driving growth and success within consumer markets by developing strategic initiatives and overseeing operations.

Consumer Business Division

This department focuses on assisting customers with inquiries, issues, and guidance related to products and services.

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Other teams

Software Development

Financial Services

Advisory Services

Consumer Business Division

Customer Support