What departments does Boldin have?

Boldin has employees across 2 departments including Engineering, Banking.

What is the largest department at Boldin?

The largest department at Boldin is Engineering with 2 employees.

Where are Boldin employees located globally?

Boldin has employees across 4 continents and 5 countries including France, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia, Colombia.

How has Boldin's team size changed over time?

Boldin's team has grown from approximately 36 to 38 employees based on available data.

Boldin Employee Directory

Technology, Information and InternetCalifornia, United States51-200 Employees

Boldin is a technology company that delivers a collaborative financial planning solution for consumers, enterprises, and financial advisors. Its platform combines a comprehensive planning engine with embedded digital coaching and educational content to enable holistic accumulation and decumulation planning across many scenarios, scalable to plan participants. The solution aims to improve employee satisfaction for plan sponsors and help financial service organizations retain assets and drive revenue.
Based in the San Francisco Bay Area (Mill Valley, California), Boldin operates within the technology, information, and internet sector and serves a range of customers through its NewRetirement heritage, which has earned recognition as a retirement solution from outlets such as Forbes and AAII. The company has announced the launch of its AI Planner Assistant in early 2026, reflecting ongoing product development and expansion of its planning capabilities.

Boldin Global Highlights

North America
54

United States Of America
54

Europe
2

France
1
United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

South America
1

Colombia
1

Boldin's Leadership

S. R.
Chief Software Architect (rails)
Mobile Phone
Email
S. S.
Senior Content Strategist / Editorial Lead
Mobile Phone
Email
J. R.
Frontend Engineering Lead
Mobile Phone
Email
M. B.
Senior Software Engineer — Partnerships
Mobile Phone
Email
A. W.
Financial Advisor
Mobile Phone
Email
C. V.
Talent Acquisition And People Operations Partner
Mobile Phone
Email
D. G.
Mobile Phone
Email

Boldin Employee Metrics

100%

50%

0%

2026

2025

Arts & Design
Business Development
Consultant
Administrative
Analytics
Other
Product Management
Business

Contact profiles from Boldin

Name

Title

Contact Info

Location

Last Update

S. S.
Senior Content Strategist / Editorial Lead
Mobile Phone
Email
Bay
Jun 11, 2026
J. R.
Frontend Engineering Lead
Mobile Phone
Email
Colombia
Jun 29, 2026
M. B.
Senior Software Engineer — Partnerships
Mobile Phone
Email
Jul 01, 2026
A. W.
Financial Advisor
Mobile Phone
Email
Jun 27, 2026
S. R.
Chief Software Architect (rails)
Mobile Phone
Email
AustraliaQueensland
Jul 17, 2026
C. V.
Talent Acquisition And People Operations Partner
Mobile Phone
Email
Jun 28, 2026
D. G.
Mobile Phone
Email
United KingdomBristol
Oct 30, 2024

Frequently Asked Questions

What is Boldin known for?

Boldin was founded in 2015 operates in the Technology, Information and Internet industry; you can contact the main corporate office by phone at

+1-415-738-****

. Explore Boldin's company overview page for more information.

What is Boldin's most common email format?

Boldin employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Boldin email formats with LeadIQ.

How many employees does Boldin have currently?

Boldin has approximately 62 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeOceania.

Who are Boldin's key employees and leadership?

As of July 2026, Boldin's key employees include:

Chief Software Architect (rails): S. R.
Senior Content Strategist / Editorial Lead: S. S.
Frontend Engineering Lead: J. R.
Senior Software Engineer — Partnerships: M. B.
Financial Advisor: A. W.

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Boldin Employee Directory

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