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Boldin

Boldin

Boldin (formerly NewRetirement) is your financial confidence platform.

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Industry
Technology, Information and Internet
Company size
62 people
Headquarters
Mill Valley, California
Founded
2015
Type
Privately Held
Total funding
$32.6M

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).

retirement content consumer Internet software as a service financial planning FinTech retirement planning financial advisor wealth management financial IQ financial services financial wellness and finance education
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