Boldin

Headquarters: Boldin, Inc. d/b/a Boldin. 1233 Bayshore St, San Francisco, CA 94121, USA

Region: California

Country: US

Boldin is a retirement planning and personal financial planning platform that provides tools to model what-if scenarios, monitor finances in real time, and access coaching, classes, and community support. The platform covers essentials such as Social Security, taxes, income, debt, housing, and estate planning, offering visualizations, Monte Carlo analyses, and personalized recommendations to help users build confidence in their retirement plan. It operates primarily online with resources for individuals, professionals, and employers, and emphasizes guided support from coaches and CERTIFIED FINANCIAL PLANNER® professionals. Boldin emphasizes an end-to-end, panoramic approach to financial planning and retirement, backed by thousands of calculations and a focus on user-driven exploration of financial outcomes.

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldinBased 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).

Primary Industry: Finance