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.
1-888-653-2347 
support@leadiq.com 
