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).

FinTech

Personal Finance

Retirement

Boldin

Boldin's headquarters in Mill Valley, United States

Stephen Chen

Steve Reale

Juan Ramirez

Brooke Peterson

Brett Stoppel

Kelly Michel

Danielle Jackson

Zenia O'leary

Rachel Diesel

Nancy Gates

Mary Endres

Grisselle Escoto

Connellan Coxwell

Chelsea Power

Amanda Erickson

Description

People (16)

Stephen Chen

Brett Stoppel

Grant Stannard

Scott D'antuono

Rae Debruyne

Kevin Thomas

Amanda Erickson

Allie Phan

Connellan Coxwell

Nancy Gates

Rachel Diesel

Cesar C.

Matthew de Ganon

Steve Reale

David Cremin

Mike P Lewis

Jobs