Boldin - About the company
Boldin is a series A company based in Mill Valley (United States), founded in 2015 by Steve Chen. It operates as a Provider of financial planning and retirement planning software. Boldin has raised $20M in funding from investors like Plug and Play Tech Center, Ulu Ventures and Nationwide. The company has 18 active competitors, including 5 funded and 1 that has exited. Its top competitors include companies like Blooom, Robustwealth and Frank.
Company Details
Provider of financial planning and retirement planning software. It provides personalized decision-making strategies for individuals to manage their personal finances and achieve long-term financial goals.
- Website
- www.boldin.com/
- Social
- Email ID
- *****@boldin.com
Key Metrics
Founded Year
2015
Location
Mill Valley, United States
Stage
Series A
Total Funding
$20M in 2 rounds
Latest Funding Round
Investors
Ranked
2nd among 18 active competitors
Employee Count
67 as on Sep 30, 2026
Legal entities associated with Boldin
Boldin is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
NEWRETIREMENT, INC. CIN: 454246688 , United States, Active | Dec 31, 2004 | - | 42 (As on Dec 31, 2024) | - |
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Boldin's funding and investors
Boldin has raised a total funding of $20M over 2 rounds. Its first funding round was on May 06, 2022. Its latest funding round was a Series A round on Jul 07, 2023 for $*****. 10 investors participated in its latest round. Boldin has 12 institutional investors.
Here is the list of recent funding rounds of Boldin:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Jul 07, 2023 | 3206057 | Series A | 9616943 | 3632819 | 7856184 | 1336290 |
May 06, 2022 | 4726193 | Seed | 9591711 | 2121500 | 1027824 |
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Boldin's founders and board of directors
Founder? Claim ProfileThe founders of Boldin is Steve Chen. Steve Chen is the CEO of Boldin.
Here are the details of Boldin's key team members:
- Steve Chen: Founder & CEO of Boldin. Contact Info: 1 email address
Boldin's Board of Directors
Boldin's board has 3 active members. Timothy Chen, Stephen Chen and Steve Reale are independent board members.Here is the list of Boldin's board of directors:
Name | Type | Representing | Status | Duration |
|---|---|---|---|---|
Independent board member | - | Current | 2y 7m | |
jozzcba | Independent board member | - | Current | 5y 1m |
rnhqayb | Independent board member | - | Current | 7y 3m |
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Boldin's employee count trend
Boldin has 67 employees as of Sep 26. Here is Boldin's employee count trend over the years:
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Boldin's Competitors and alternates
Top competitors of Boldin include Blooom, Robustwealth and Frank. Here is the list of Top 10 competitors of Boldin, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Blooom 2013, Overland Park (United States), Series B | Investment advisor that works with existing retirement account | $13.2M | 48/100 | |
2nd | Boldin 2015, Mill Valley (United States), Series A | Provider of financial planning and retirement planning software | $20M | 42/100 | |
3rd | Robustwealth 2015, New York City (United States), Acquired | Automated solutions for individuals and 401(k) accounts. | $7.49M | 40/100 | |
4th |  Frank 2019, Chicago (United States), Seed | Provider of AI-powered financial advice and planning with human advisor access | - | 33/100 | |
5th | Rebalance IRA 2012, Palo Alto (United States), Unfunded | Automated investment for retirement savings | - | - | 24/100 |
6th |  Annuities.ai 2018, Lake Mary (United States), Unfunded | Platform offering annuity with AI-powered recommendations | - | - | 24/100 |
7th |  Become Autonomous New York City (United States), Seed | Provider of an AI-driven platform for financial planning and investment advice | $500K | 24/100 | |
8th |  LDIntelligence 2012, Scottsdale (United States), Seed | Platform offering solutions for retirement planning | $1.98M | - | 23/100 |
9th | Vault 2015, Portland (United States), Acqui-Hired | Robo Advisor for retirement | - | - | 20/100 |
10th |  Fingage 2008, San Francisco (United States), Unfunded | Robo advisors and investment management platform | - | - | 19/100 |
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Boldin's Investments and acquisitions
Boldin has made no investments or acquisitions yet.
Reports related to Boldin
Here is the latest report on Boldin's sector:
News related to Boldin
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Boldin Selected as Top Innovator by the World Economic Forum through UpLinkBoldin•Oct 16, 2024•Boldin
•
•
•
NewRetirement aims to shake up retirement planning with a holistic approachTechCrunch+•Mar 27, 2024•Boldin
•
NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial PlanningBusiness Wire•Mar 27, 2024•Boldin, Allegis Capital, Ulu Ventures, NationWide Venture and 7 others
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