Boldin
Financial Software · California, United States · 11-50 Employees
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Overview
Headquarters
Mill Valley, California, 94941, United S...Website
www.boldin.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Boldin
Boldin offers an online retirement planning platform: tools, calculators, education, financial coaching, classes, and fee-only Advisor support to help users map their retirement journey. The site features personalization, guided planning, calculators, and content around financial wellness and retirement planning.Explore more
Popular SearchesBoldinSIC Code 62,628NAICS Code 52,523Show moreBoldin Org Chart
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Company Profile Activity
Activity Insights
Boldin is experiencing very low activity levels compared to other companies in the Software sector.
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Boldin is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Boldin.
Boldin Tech Stack
A closer look at the technologies used by Boldin
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Person-Based
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Boldin News & Media
Boldin Reports that Over 88,000 Households With $247 Billion in Assets Are Now Planning Their Own Retirements
New data reflects a growing shift away from traditional AUM models toward self-directed retirement planning SAN FRANCISCO, June 18, 2026 /PRNewswire/ -- Retirement planning platform Boldin today announced that more than 88,000 households representing over $247 billion in self-reported...Boldin Strengthens Its DIY Retirement Platform With Social Security Reduction Modeling
As Social Security uncertainty grows, Boldin gives retirement planners a tool to confidently prepare for multiple outcomes SAN FRANCISCO, May 21, 2026 /PRNewswire/ -- Boldin, the retirement planning platform built to give people clarity and confidence over their financial future, today...
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Boldin offers an online retirement planning platform: tools, calculators, education, financial coaching, classes, and fee-only Advisor support to help users map their retirement journey. The site features personalization, guided planning, calculators, and content around financial wellness and retirement planning.... Read More
