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VerifiedTechnology; Information and Internet· Founded 2015

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).

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HeadquartersMill Valley, United StatesEmployees58(51 to 200)Founded year2015Websiteboldin.comLinkedIn profileLinkedIn

Verified contacts

45

available on Kipplo

LinkedIn employees

58

51 to 200 range

Open roles

no listings

Distinct roles

19

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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45 contacts with verified email or phone · masked until revealed.

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Top roles at Boldin

19 distinct titles indexed · top 10 shown.

  • 2()
  • 2executive assistant
  • 2financial wellness coach
  • 1affiliate relations manager
  • 1boldin advisors growth manager
  • 1chief of staff
  • 1executive coordinator
  • 1financial coach
  • 1growth marketing manager
  • 1head of consumer business
  • +9more titles

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