About Bolder Money
Bolder Money is a Technology company based in Brooklyn (United States) founded in 2021 by Siddharth S Singh and Amy Schultz. SaaS-based financial planning solutions are offered to individuals. Bolder Money has raised $125 thousand across 2 funding rounds from investors including Beta Boom and LAUNCH Accelerator. Its chief executive, as recorded, is Siddharth S Singh. Bolder Money offers products and services including 1:1 Coaching, Money Coach Chatbot, Personalized Money Plan, and Weekly Co-Working Sessions. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its competitors include The Tifin Group, Ascensus and Farther; 2 of its 3 listed competitors have raised funding.
Company details
Bolder Money was founded in 2021 and is headquartered in Brooklyn, United States. Financial planning and advisory services are delivered through a SaaS platform targeted at individuals. Dedicated personal coaching is provided via messaging and scheduled calls, along with ongoing support for goal achievement. Tools for saving, investing, and wealth building are included in the offerings.
- Headquarters Brooklyn, United States
- Founders Siddharth S Singh, Amy Schultz
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website boldermoney.com
- Social LinkedIn X Facebook Instagram
- Total Equity Funding$125K (USD)
in 2 rounds
- InvestorsBeta Boom
& 1 more
Products & Services of Bolder Money
Bolder Money offers a comprehensive portfolio of products and services, including 1:1 Coaching, Money Coach Chatbot, Personalized Money Plan, and Weekly Co-Working Sessions.
Personalized sessions for debt reduction and budgeting guidance.
AI-assisted chat for real-time financial advice and support.
Custom budgets and playbooks for achieving financial goals.
Group sessions to track spending and build money habits.
Funding Insights of Bolder Money
Bolder Money has successfully raised a total of $125K across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $125,000
- Total Rounds 2
- First Round $125,000
(Jul 2023)
- Investors Count 2
All 2 funding rounds of Bolder Money with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Feb 2024 | Seed | – | – | ||
| Jul 2023 | $125,000 | Seed | – | – |
2 investors in total: 2 institutional.
Investors in Bolder Money
Bolder Money has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Beta Boom and LAUNCH Accelerator.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Women-led and minority startups are accelerated sector-agnostically by Beta Boom. | betaboom.com | Long Beach, United States | ||
A startup accelerator program is offered to early-stage founders. | launchaccelerator.co | San Francisco, United States |
Investor details for Bolder Money
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Bolder Money
2 people are tracked at Bolder Money (2 in leadership).
| Name | Role | Group |
|---|---|---|
Siddharth S Singh | Co-Founder & CEO | Leadership |
Amy Schultz | Co-Founder | Leadership |
Complete people profiles for Bolder Money
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Bolder Money
3 dated milestones of Bolder Money across 3 years, from founding to its latest funding, stage changes and deals.
- Founded Bolder Money is founded.
- Funding First funding round of $125K.
- Funding Latest funding round, Seed,.
Competitors of Bolder Money
Bolder Money has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Farther.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| farther.com | 2019 | New York, United States | $272M | App-based financial planning and management platform for individuals |
Detailed competitors of Bolder Money
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Bolder Money
The website of Bolder Money (boldermoney.com) receives about 2.1K visits a month.
- Monthly visits2.1K
▲ 4.7% vs previous month
Websites whose visitors overlap most with Bolder Money. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
tendi.ai | tendi.ai | 100% | #1,845,557 | – | |
danspratling.dev | danspratling.dev | 36% | #7,764,196 | – |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Bolder Money (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Bolder Money
Bolder Money was founded in 2021 and raised its 1st funding round 2 years after it was founded.
Bolder Money is headquartered in Brooklyn, United States. It is registered at Brooklyn, New York, United States.
Siddharth S Singh is the CEO of Bolder Money, as recorded in our data. They have also founded this company.
Bolder Money is a funded company, having raised a total of $125K across 2 funding rounds to date. The company's 1st funding round was a Seed of $125K, raised on Jul 2023.
Bolder Money was founded in 2021 and is headquartered in Brooklyn, United States. Financial planning and advisory services are delivered through a SaaS platform targeted at individuals. Dedicated personal coaching is provided via messaging and scheduled calls, along with ongoing support for goal achievement. Tools for saving, investing, and wealth building are included in the offerings.
Bolder Money's top competitors include The Tifin Group, Ascensus and Farther.
Bolder Money offers 1:1 Coaching, Money Coach Chatbot, Personalized Money Plan, and Weekly Co-Working Sessions.
Bolder Money has 2 investors. Key investors include Beta Boom, and LAUNCH Accelerator.