Boldin

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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... Read more

Headquarters

Mill Valley, US

Employees

51-200

Links

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Stephen Chen
Founder & CEO

Stephen Chen

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Dave Gynn
Chief Technology Officer
Amanda Erickson
Director Of Marketing And Growth, Consumer Products
Chelsea Power
Head Of Enterprise Success
Connellan Coxwell
Head Of Consumer
Grisselle Escoto
Director Of People And Culture
Mary Endres
Product Design Director
Nancy Gates
Lead Educator & Financial Coach
Rachel Diesel
Head Of Design
Zenia O'leary
Product Design Director
Danielle Jackson
Chief Of Staff
Kelly Michel
Interim Head Of Sales
Susan Kennedy
Head Of Advisor Solutions

Teams

This company has no teams yet