Insights

Innovative Financial Tech Boldin offers a cutting-edge, AI-powered financial planning platform that caters to consumers, enterprises, and financial advisors, making it an attractive solution for organizations seeking to enhance their financial wellness offerings.

Strong Market Position With recent partnerships like Beans, Inc. and recognition from Forbes and AAII, Boldin has established credibility and visibility in the financial technology space, providing opportunities to upsell integrated wellness and planning solutions.

Growing Customer Base Serving clients across various sectors with an estimated revenue between 25 and 50 million USD and a team of up to 200 employees, Boldin demonstrates expansion potential in the financial and employee benefits markets.

Complementary Partnership Partnering with wellness-focused organizations like Beans positions Boldin to target wellness-conscious enterprises, creating new sales avenues in the corporate benefits and HR sectors.

Recognition and Awards The platform's achievement as the best retirement solution amplifies its appeal to financial institutions and advisory firms eager to implement proven, award-winning tools for client engagement and retention.

Similar companies to Boldin

Boldin Tech Stack

Boldin uses 8 technology products and services including Social Snowball, Cloudflare CDN, jsDelivr, and more. Explore Boldin's tech stack below.

Social Snowball
Affiliate Advertising Networks
Cloudflare CDN
Content Delivery Network
jsDelivr
Content Delivery Network
Google Fonts API
Font Scripts
Sentry
Issue Trackers
X-Content-Type-Options
Web & Portal Technology
Google Analytics
Web Analytics
FitVids.js
Web Tools And Plugins

Media & News

The Beans, Inc. partners with Boldin.
The Beans is proud to be a trusted partner with Boldin, working together to support financial wellness for caring professionals.
Aug 01, 2025 | join-thebeans.io

Boldin's Email Address Formats

Boldin uses at least 2 format(s):

Boldin Email Formats	Example	Percentage
First.Last@newretirement.com	John.Doe@newretirement.com	63%
FLast@newretirement.com	JDoe@newretirement.com	23%
Last@newretirement.com	Doe@newretirement.com	9%
Fir.Last@newretirement.com	Joh.Doe@newretirement.com	2%
FirstLast@newretirement.com	JohnDoe@newretirement.com	3%
First.Last@boldin.com	John.Doe@boldin.com	67%
First@boldin.com	John@boldin.com	33%

Frequently Asked Questions

Where is Boldin's headquarters located?

Boldin's main headquarters is located at 1 Belvedere Pl, Mill Valley, California 94941, US. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Boldin's phone number?

You can contact Boldin's main corporate office by phone at

+1-415-738-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boldin's official website and social media links?

Boldin's official website is boldin.com and has social profiles on LinkedIn.

What is Boldin's NAICS code?

Boldin's NAICS code is 5415 - Computer Systems Design and Related Services.

How many employees does Boldin have currently?

As of October 2025, Boldin has approximately 56 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Chief Software Architect (rails): S. R.Chief Data Architect: E. T.Vp Of Engineering: B. S.. Explore Boldin's employee directory with LeadIQ.

What industry does Boldin belong to?

Boldin operates in the Technology, Information and Internet industry.

What technology does Boldin use?

Boldin's tech stack includes Social SnowballCloudflare CDNjsDelivrGoogle Fonts APISentryX-Content-Type-OptionsGoogle AnalyticsFitVids.js.

What is Boldin's email format?

Boldin's email format typically follows the pattern of First.Last@newretirement.com. Find more Boldin email formats with LeadIQ.

When was Boldin founded?

Boldin was founded in 2015.

Boldin

Q: What is Boldin's official website and social media links?

Boldin's official website is boldin.com. Boldin has social profiles on LinkedIn.

Q: How many employees does Boldin have currently?

Boldin has approximately 56 employees.

Q: What technology does Boldin use?

Boldin's tech stack includes Mixpanel, Bootstrap, CSS, Ruby on Rails, TikTok Pixel.

Technology, Information and InternetUnited States51-200 Employees

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).