Craft

Boldin

Total Funding

$500 K

Boldin Summary

Company Summary

Overview
Boldin (also known as NewRetirement) is a company that develops financial planning tools for individuals, enterprises, and financial advisors. It offers a financial wellness platform that includes APIs, white-label planners, retirement and Roth conversion calculators, advisor tools, etc. The company also provides retirement and estate planning services.
Type
Private
Status
Active
Founded
2015
HQ
Mill Valley, CA, US | view all locations
Website
https://www.boldin.com/
Cybersecurity rating
Sectors

Key People

  • Stephen Chen

    Stephen Chen, Founder & Chief Executive Officer

  • Dave Gynn

    Dave Gynn, Chief Technology Officer

  • Danielle Jackson

    Danielle Jackson, Chief of Staff

  • Connellan Coxwell

    Connellan Coxwell, Head of Consumer

    LocationsView all

    1 location detected

    • Mill Valley, CA HQ

      United States

      1 Belvedere Drive, Suite 200

    Footer menu