Boldin
Financial and Retirement Planning Software
Boldin was founded in 2015, is headquartered in Mill Valley, United States, lists 51–200 employees, and has $20.0M in recorded funding across 1 round.
- Headquarters
- Mill Valley, California
- Employees
- 51–200
- Founded
- 2015
- Business Model
- B2C
- Website
- boldin.com
- Total Funding
- $20.0M
- Last Round
- $20.0M Series AJul 2023
- Rounds
- 1
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 1 funding round and 4 investors for this company. The full record is or through the API.
About
Boldin (formerly NewRetirement) is a DIY retirement and financial planning platform that goes beyond a simple retirement calculator—factoring in taxes, Social Security, real estate, healthcare costs, long-term care, and more. Users run personalized what-if scenarios, monitor their finances in real time, and get support through classes, groups, and 1:1 coaching. Founded by Steve Chen, the company grew its digital tool to roughly 35,000 users with $70 billion in tracked assets before rebranding from NewRetirement to Boldin in 2024.
Summary
Boldin is a Fintech company based in Mill Valley, United States, founded in 2015. It lists 51–200 employees. It has raised $20.0M in total across 1 round, most recently a $20.0M Series A round in Jul 2023. Investors include Alumni Ventures, Ulu Ventures and Nationwide Ventures.
Tech & App Stack
5 technologies & apps tracked
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Funding History
Jul 2023
Investors
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