About Boldin
Boldin is a company based in Mill Valley (United States) founded in 2015 by Steve Chen.. Boldin has raised $20 million across 2 funding rounds from investors including Northwestern Mutual, Nationwide and Plug and Play Tech Center. The company has 42 employees as of December 31, 2024. Boldin operates in a competitive market with competitors including Blooom, LDIntelligence, Vault and Rebalance IRA, among others.
- Headquarter Mill Valley, United States
- Employees 42 as on 31 Dec, 2024
- Founders Steve Chen
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Newretirement, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$20 M (USD)
in 2 rounds
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Latest Funding Round
$20 M (USD), Series A
Jul 07, 2023
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Investors
Northwestern Mutual
& 9 more
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Employee Count
42
as on Dec 31, 2024
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Software Development Team
9 people
Product Management Team
7 people
Sales and Marketing
5 people
Senior Team
5 people
Head Team
3 people
Leadership Team
3 people
Finance and Accounting
2 people
Advisor Team
2 people
Unlock access to complete
Funding Insights of Boldin
Boldin has successfully raised a total of $20M across 2 strategic funding rounds. The most recent funding activity was a Series A round of $20 million completed in July 2023. 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 Total Funding
- Total Rounds 2
- Last Round Series A — $20.0M
- First Round First Round
- Investors Count 10
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2023 | Amount | Series A - Boldin | Valuation | Ulu Ventures , Nationwide | |
| May, 2022 | Amount | Seed - Boldin | Valuation | MSIV |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Boldin
Boldin has secured backing from 10 investors, including venture fund and institutional investors. Prominent investors backing the company include Northwestern Mutual, Nationwide and Plug and Play Tech Center. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Seed-stage funding is provided to innovative founder teams.
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Founded Year | Domain | Location | |
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Venture capital firm focused on fintech and B2B SaaS companies
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Founded Year | Domain | Location | |
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Early-stage investments are targeted by this venture capital firm.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Boldin
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Boldin
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Boldin Comparisons
Competitors of Boldin
Boldin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Blooom, LDIntelligence, Vault and Rebalance IRA, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Investment advisor that works with existing retirement account
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| domain | founded_year | HQ Location |
Retirement planning solutions are provided via an online platform.
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| domain | founded_year | HQ Location |
Vault by HashiCorp is used for managing and securing sensitive data.
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| domain | founded_year | HQ Location |
Provides investment advice, financial planning, and retirement services for everyday life.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Boldin
Frequently Asked Questions about Boldin
When was Boldin founded?
Boldin was founded in 2015 and raised its 1st funding round 7 years after it was founded.
Where is Boldin located?
Boldin is headquartered in Mill Valley, United States. It is registered at Mill Valley, California, United States.
Who is the current CEO of Boldin?
Steve Chen is the current CEO of Boldin. They have also founded this company.
Is Boldin a funded company?
Boldin is a funded company, having raised a total of $20M across 2 funding rounds to date.
How many employees does Boldin have?
As of Dec 31, 2024, the latest employee count at Boldin is 42.
What does Boldin do?
Boldin was founded in 2015 in Mill Valley, United States, within the financial technology sector. Personalized software tools are offered for retirement planning and personal finance management. Decision-making strategies are delivered to help users track expenses, set goals, and simulate financial scenarios. Operations focus on software development and user support for long-term financial stability.
Who are the top competitors of Boldin?
Boldin's top competitors include Blooom, Vault and LDIntelligence.
Who are Boldin's investors?
Boldin has 10 investors. Key investors include Northwestern Mutual, Nationwide, Plug and Play Tech Center, Ulu Ventures, and Fin Capital.