AeroLeads people directory · profile
Steve Chen Email & Phone Number
Founder and CEO
at
Boldin
1 work email found
@secventures.com
4 phones found area 415
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and CEO
Location
San Francisco, California, United States
Company size
Who is Steve Chen? Overview
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Quick answer
Steve Chen is listed as Founder and CEO at Boldin, a company with 54 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at secventures.com, phone signal with area code 415, and a matched LinkedIn profile for Steve Chen.
Steve Chen previously worked as Founder & CEO at Boldin and SEC Ventures - Consulting, Building, Investing at Sec Ventures. Steve Chen holds Bs, Systems Engineering from Boston University.
Company email context
Email format at Boldin
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{first}@secventures.com
86% confidence
AeroLeads found 1 current-domain work email signal for Steve Chen. Compare company email patterns before reaching out.
Profile bio
About Steve Chen
I'm an entrepreneur in San Francisco building a new way to help anyone get on a path for Financial Independence as the founder & CEO of Boldin (formerly NewRetirement). We've built the "TurboTax" for financial planning and are creating a platform spanning SAAS, classes, coaching and CFPs for consumers, advisors and companies. If you check out our work - all feedback is welcome!Some career highlights:1) paper boy, ski patrol, pizza delivery guy, resident assistant, gym medical tech 2) got a Secret clearance in college and worked on Trident submarine passive navigation systems 3) consulted with banks, brokerages and insurance companies in the US and EU4) co-founded a VC backed company that raised $40M and filed to go public (got sold)5) bootstrapped a profitable 7 figure consulting firm & a separate performance marketing firm Specialties: consumer Internet, performance-based marketing, software as a service, product, team building, financial services, education, life cycle finance.
Listed skills include Saas, Strategy, Start Ups, Enterprise Software, and 30 others.
Current workplace
Steve Chen's current company
Company context helps verify the profile and gives searchers a useful next step.
Boldin
6 roles
Steve Chen work experience
A career timeline built from the work history available for this profile.
Jan 2015 - Present
Sec Ventures - Consulting, Building, Investing
Advising, investing, building across enterprise, early stage companies & internal projects. Core competencies - building full stack teams & projects from scratch. Domain expertise: Financial Services, SAAS, FinTech, open source, performance marketing, consumer internet.Clients included Dimensional Fund Advisors, Integrated Finance Limited, Trinsum and.
Jan 2003 - Dec 2014
Director, Core Portfolio Services
Led the business side program management & methodology development for a new suite of core portfolio services that support various enterprises & channels
Jun 2002 - Dec 2002
Co-Founder, Vice President, Sales / R&D - Board Director
Co-founded Embark and put the college search and admission process online. Created one of the first SAAS businesses.Embark was a market leader that received numerous industry awards and recognition including Upside’s Hot 100 Private Companies (1999 & 2001), PC Magazine’s Editor’s Choice (2000), Forbes Best (2000), and CIO Magazine’s Top 50 Web Business.
Aug 1995 - Mar 2001
Senior Consultant / Account Manager / Product Manager
Seer was a joint venture between IBM and Credit Suisse First Boston that grew to become a market leader in enterprise application development tools with $117M in revenues and 850 people in 12 countries and went public.- Advised Global 1000 financial services customers in the brokerage, banking, insurance and retail industries – both in the United States.
Aug 1991 - Jan 1995
2 education records
Steve Chen education
Bs, Systems Engineering
Boston University
Education record
High School
FAQ
Frequently asked questions about Steve Chen
Quick answers generated from the profile data available on this page.
What company does Steve Chen work for?
Steve Chen works for Boldin.
What is Steve Chen's role at Boldin?
Steve Chen is listed as Founder and CEO at Boldin.
What is Steve Chen's email address?
AeroLeads has found 1 work email signal at @secventures.com for Steve Chen at Boldin.
What is Steve Chen's phone number?
AeroLeads has found 4 phone signal(s) with area code 415 for Steve Chen at Boldin.
Where is Steve Chen based?
Steve Chen is based in San Francisco, California, United States while working with Boldin.
What companies has Steve Chen worked for?
Steve Chen has worked for Boldin, Sec Ventures, Charles Schwab, Embark Corporation, and Seer Technologies, Inc..
How can I contact Steve Chen?
You can use AeroLeads to view verified contact signals for Steve Chen at Boldin, including work email, phone, and LinkedIn data when available.
What schools did Steve Chen attend?
Steve Chen holds Bs, Systems Engineering from Boston University.
What skills is Steve Chen known for?
Steve Chen is listed with skills including Saas, Strategy, Start Ups, Enterprise Software, Product Management, Entrepreneurship, Business Development, and Management.
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