We’re on a mission to help anyone get confident and achieve financial independence so they can make the most of their money and time.
Boldin is a financial planning platform that empowers individuals to build personalized plans based on their resources, values, goals, and priorities. It goes beyond savings and investments by factoring in taxes, Social Security, real estate, healthcare costs, long-term care, and more.
Founded after the CEO’s mother needed help with retirement planning, Boldin addresses the gap in affordable, holistic financial guidance. The platform combines intuitive software with digital coaching, educational classes, and access to expert human advice.
Boldin is used by millions of individuals and integrated through business partners like Nationwide and MarketWatch. It offers tools for individuals, financial professionals, and enterprises seeking to improve financial wellness.