Bold Wealth

Financial Software · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

246 Andover St, Peabody, Massachusetts, ...

Phone Number

(800) 915-0986

Revenue

<$5 Million

Industry

Financial Software Software Training Education
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
1
1
1
1
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1

About Bold Wealth

Bold Wealth is the creator of free resources, software, and tools used by thousands of people who are successfully building wealth through real estate.Explore more
Bold Wealth's Social MediaPopular SearchesBOLD WealthBoldwealthFortune Favors The BoldBold Partners LLCBold Wealth-providedSIC Code 73,737NAICS Code 51,513Show more

Bold Wealth Org Chart

Robert Berry, Chief Executive Officer at Bold Wealth

Chief Executive Officer

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bold Wealth

<$5M
11-50
Private
-
-
$16.6M
1-10
Private
<$5M
2016
DL
Doug LockieHead of Marketing
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2010
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Bold Wealth is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Bold Wealth is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Bold Wealth.

Bold Wealth Tech Stack

A closer look at the technologies used by Bold Wealth

Most Recent Scoops

Event
Person-Based
Dylan Pargiter-Green, Director, appeared on a podcast called "Equity Mates Investing Podcast" on 07/28/2025. Topics discussed include Inheritance, financial planning, retirement, debt, school fees.
Events, Podcast
Event
Person-Based
Dylan Pargiter-Green, Director, appeared on a podcast called "Equity Mates Investing Podcast" on 10/28/2024. Topics discussed include Offset, superannuation, debt recycling, retirement planning.
Events, Podcast
Event
Dylan Pargiter-Green, Director, appeared on a podcast called "Equity Mates Investing Podcast" on 07/15/2024. Topics discussed include Tax strategies, investments, super, finance.
Event
See more scoops

Top Financial Software Companies

Frequently Asked Questions Regarding Bold Wealth

What is Bold Wealth's official website?
Bold Wealth's official website is www.boldwealth.com
What is Bold Wealth's Revenue?
Bold Wealth's revenue is <$5 Million
What is Bold Wealth's SIC code?
Bold Wealth's SIC: 73,737
What is Bold Wealth's NAICS code?
Bold Wealth's NAICS: 51,513
How many employees does Bold Wealth have?
Bold Wealth has 11-50 employees
What industry does Bold Wealth belong to?
Bold Wealth is in the industry of: Financial Software, Software, Training
What is Bold Wealth competition?
Bold Wealth top competitors include: TW Partners, London Ontario London, EstateRebate.com, Lifestyle Real Estate Solutions
What technology does Bold Wealth use?
Some of the popular technologies that Bold Wealth uses are: Cloudflare Security, Google Workspace, Cloudflare DNS
How do I contact Bold Wealth?
Bold Wealth contact info: Phone number: (800) 915-0986 Website: www.boldwealth.com
What does Bold Wealth do?

Bold Wealth is the creator of free resources, software, and tools used by thousands of people who are successfully building wealth through real estate.... Read More

What are Bold Wealth social media links?
Bold Wealth Linkedin page Bold Wealth Facebook page
Is Bold Wealth a public company?
Bold Wealth is private company therefore does not currently have an official ticker symbol
See more information about Bold Wealth

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