Boldin

📍 Mill Valley, United States🗓 Founded 2015👥 55 employees💰 Last funded Oct 2023
Technology, Information and Internet🌐 boldin.com
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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, 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).
8
Total investors
0
Early stage
3
Mid stage
5
Late stage
2015
Founded

Investors

8 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
7
Investor activity2019–2023 · investors recorded per year
2019220201202112022320231
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Boldin?
Boldin has 8 investors on record on gritt.io, 3 mid-stage and 5 late-stage investors.
When did Boldin last raise funding?
The most recent investment in Boldin recorded on gritt.io was in October 2023.
When was Boldin founded?
Boldin was founded in 2015.
What industry is Boldin in?
Boldin operates in Technology, Information and Internet. Find similar Technology, Information and Internet investors on gritt.io.
Where is Boldin based?
Boldin is headquartered in Mill Valley, United States.