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).
Company Details
- Employees
- 54
- Founded
- -
- Address
- 1 Belvedere Pl, Mill Valley,california 94941,united States
- Industry
- Technology, Information And Internet
- Website
- http://www.boldin.com
- Keywords
- retirement content, consumer Internet, software as a service, financial planning, FinTech, retirement planning, financial advisor, wealth management, financial IQ, financial services, financial wellness, finance education.
- HQ
- Mill Valley, California
Boldin Questions
Boldin's website is http://www.boldin.com
Boldin's LinkedIn profile is https://www.linkedin.com/company/boldinmoney
Boldin has
54 employees.
View email and phone details for 54
employees at Boldin.
Boldin's industry is
Technology, Information and Internet
Boldin's top competitors are
Double,
Education Perfect,
Projectionlab,
Zoe Financial,
Nectarine,
Mezzi,
Mimica,
Unikoom,
Coast,
Abundo Wealth.
Boldin's categories are Technology, Information and Internet
Boldin's founding year is 2015
