Boldin
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).
- Total raised
- $32.6M
- Latest round
- Series A
- Employees
- 63
About Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldinBased 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).
Funding & revenue at Boldin
How well capitalized the business is — useful context before you scope a fractional engagement or negotiate a rate.
Total capital raised
$32.6M
13 known investors
Latest round
Series A · $20M
Mar 2024
Investors
Growth signals
How fast Boldin is adding people, roles, and audience.
Employees
63
Reported band 51-200
LinkedIn followers
7.3K
+22.2% year over year
Headcount change
- MoM
- 0%
- QoQ
- +3.3%
- 6mo
- +8.6%
- YoY
- +10.5%
- 2yr
- +1.6%
0 people
+2 people
+5 people
+6 people
+1 people
Team composition
Where Boldin concentrates its people — a read on which function a fractional leader would plug into.
By function
- Finance1016%
- Engineering813%
- Information Technology711%
- Sales46%
- Human Resources46%
- Entrepreneurship46%
- Business Development46%
- Operations35%
By region
- United States58
- California, United States23
- San Francisco Bay Area16
- San Francisco, CA9
- Los Angeles Metropolitan Area6
- New York, United States5
Inside Boldin
What the business focuses on, where it operates, and how employees rate it.
Specialties
Categories
Markets
Jobs
0No open roles right now — view past roles below
Funding, revenue, headcount, and hiring figures are third-party estimates from public sources and are not confirmed by the company. Last refreshed August 16, 2026.
About this page
This company page is automatically generated based on publicly available job postings. Company information is sourced from publicly available data and may not be complete. If you represent Boldin, you can claim this page to manage and enhance it.