About Boldin
Boldin (formerly NewRetirement) is your financial confidence platform.
- Industry
- Technology, Information and Internet
- Company size
- 51-200 employees
- Headquarters
- Mill Valley, California
- Founded
- 2015
- Company type
- Privately Held
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).
Specialties
- 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
Company locations
1 Belvedere Pl, Mill Valley, California 94941, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
On LinkedIn
- Followers
- 7,291
- People linked to this company
- 63
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.