About Boldin
Boldin is a Technology company based in Mill Valley (United States) founded in 2015 by Steve Chen. Financial planning software for retirement is provided to individuals. 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. Its chief executive, as recorded, is Steve Chen. Its website boldin.com draws about 2.9 million monthly visits. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is NEWRETIREMENT, INC. Its competitors include Blooom, LDIntelligence and Vault; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Mill Valley, United States
- Employees 42
- Founders Steve Chen
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Website boldin.com
- Social LinkedIn Facebook Instagram
- Legal Name Newretirement, Inc.
- Total Equity Funding$20M (USD)
in 2 rounds
- Latest Funding Round$20M (USD), Series A
Jul 2023
- InvestorsNorthwestern Mutual
& 9 more
- Employee Count42
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 $20M
- Total Rounds 2
- Last Round Series A — $20M
- Investors Count 10
All 2 funding rounds of Boldin 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 |
|---|---|---|---|---|---|
| Jul 2023 | $20M | Series A | – | Ulu Ventures, Nationwide | |
| May 2022 | Seed | – | MSIV | – |
10 investors in total: 10 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Seed-stage funding is provided to innovative founder teams. | uluventures.com | Palo Alto, United States | ||
Venture capital firm focused on fintech and B2B SaaS companies | fin.capital | San Francisco, United States | ||
Early-stage investments are targeted by this venture capital firm. | frontiervc.com | Lehi, United States | ||
| cameronvc.com | ||||
Regional venture capital fund supporting Marin and Sonoma startups. | msivfund.com | |||
Startups are accelerated and invested in across multiple tech sectors. | 2006 | plugandplaytechcenter.com | Sunnyvale, United States | |
Venture capital funding is provided to early-stage companies and entrepreneurs. | foolventures.com | Alexandria, United States | ||
Cybersecurity investments are made in US seed-to-growth stage firms. | allegiscyber.com | Palo Alto, United States | ||
Personal and business insurance products are offered by Nationwide. | 1925 | nationwide.com | Columbus, United States | |
Northwestern Mutual is engaged in financial planning and insurance services. | 1857 | northwesternmutual.com | Milwaukee, United States |
Investor details for Boldin
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 Boldin
43 people are tracked at Boldin (16 in leadership, 27 in team); the tracked headcount is 42.
| Name | Role | Group |
|---|---|---|
Steve Chen | Founder & CEO | Leadership |
Dave Robison | Head Of Platform | Leadership |
Brett Stoppel | VP Of Engineering | Leadership |
Stephen Chen | Founder & CEO | Leadership |
Grisselle Escoto | Director Of People And Culture | Leadership |
Rachel Diesel | Head Of Design | Leadership |
Yun Woo | Head Of Product | Leadership |
Amanda Erickson | Director Of Marketing And Growth, Consumer Products | Leadership |
Brooke Peterson | Director Of Program Management | Leadership |
Eric Takahashi | Chief Data Architect | Leadership |
Kelly Michel | Interim Head Of Sales | Leadership |
Danielle Jackson | Chief Of Staff | Leadership |
Simon Rentzke | Chief Software Architect (rails) | Leadership |
Zenia O'leary | Product Design Director | Leadership |
Chelsea Power | Head Of Enterprise Success | Leadership |
Connellan Coxwell | Head Of Consumer | Leadership |
Allie Phan | Marketing Analyst | Team |
Randy Frutos | Front-end Developer | Team |
Al Chou | Lead Software Engineer | Team |
Pete Scanlan | Enterprise Sales Consultant | Team |
23 more people are available in the full profile.
Complete people profiles for Boldin
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 Boldin
3 dated milestones of Boldin across 8 years, from founding to its latest funding, stage changes and deals.
- Founded Boldin is founded.
- Funding First funding round.
- Funding Latest funding round, Series A, of $20.0M.
Competitors of Boldin
Boldin has 3 listed competitors in our database, 2 of them funded. They include Blooom, LDIntelligence and Vault.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| blooom.com | 2013 | Overland Park, United States | $13.15M | 22 | Investment advisor that works with existing retirement account | |
| ldintelligence.com | 2012 | Scottsdale, United States | $1.98M | 16 | Retirement planning solutions are provided via an online platform. | |
| vaultproject.io | 2015 | San Francisco, United States | Vault by HashiCorp is used for managing and securing sensitive data. |
Detailed competitors of Boldin
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 Boldin
The website of Boldin (boldin.com) receives about 2.9M visits a month and ranks #34,726 among all websites worldwide, #2,202 in Investing.
- Monthly visits2.9M
▲ 40.1% vs previous month
- Unique visitors371.5K
per month
- Global rank#34,726
among all websites
- Category rank#2,202
Finance · Investing
- Bounce rate79%
- Pages per visit4.1
- Average visit2 min 55 sec
- DevicesDesktop 81% · Mobile 19%
Websites whose visitors overlap most with Boldin. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
bogleheads.org | bogleheads.org | 100% | #22,578 | – | |
| morningstar.com | 98% | 12.9M | #4,951 | View details | |
| schwab.com | 90% | 94M | #365 | View details | |
| fisherinvestments.com | 89% | 680.7K | #18,815 | View details | |
| troweprice.com | 81% | 4.2M | #11,061 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Boldin
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Boldin (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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Related news about Boldin
Complete news archive for Boldin
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Frequently Asked Questions about Boldin
Boldin was founded in 2015 and raised its 1st funding round 7 years after it was founded.
Boldin is headquartered in Mill Valley, United States. It is registered at Mill Valley, California, United States.
Steve Chen is the CEO of Boldin, as recorded in our data. They have also founded this company.
Boldin is a funded company, having raised a total of $20M across 2 funding rounds to date.
Boldin has 42 employees.
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.
Boldin's top competitors include Blooom, Vault and LDIntelligence.
Boldin has 10 investors. Key investors include Northwestern Mutual, Nationwide, Plug and Play Tech Center, Ulu Ventures, and Fin Capital.
Boldin operates through Newretirement, Inc..
The website of Boldin receives about 2.9 million visits a month and ranks #34,726 among all websites worldwide.