How much funding has Boldin raised?

Boldin has raised $20.0M in total funding, most recently a Series A round.

Who are Boldin's investors?

Boldin's investors include Alumni Ventures, Ulu Ventures, Nationwide Ventures, Gaingels.

Where is Boldin headquartered?

Boldin is headquartered in United States.

Boldin

Financial and Retirement Planning Software

United States · Founded 2015 · $20.0M raised

Fintech

Founded: 2015
Business Model: B2C
Website: boldin.com

Total Funding: $20.0M
Last Round: $20.0M Series AJul 2023
Rounds: 1

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 United States, founded in 2015. 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.

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