Company intelligence
Boldin
Boldin (formerly NewRetirement) is your financial confidence platform.
About Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
Verified activity
Signals from Boldin
2 published signals
Products & Services
Boldin announced the first in a series of investment releases designed to connect what you own with the rest of your financial plan.
Reported by Boldin
Products & Services
Boldin announced the first in a series of investment releases featuring holdings and asset allocation across accounts and target allocations based on risk profile and financial plan.
Reported by Steve Chen