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North Bay Startup Jobs
78
companies
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Jobs

Locations

Mill Valley, CA, USA

Size

51-200 employees

founded in

2015

Boldin is a financial planning software platform that empowers individuals, advisors, and enterprises to achieve financial confidence through a comprehensive suite of tools and services. Their offerings include personalized retirement planning, real-time financial monitoring, and educational resources, all designed to help users navigate complex financial decisions. Boldin differentiates itself with a panoramic approach that considers various factors such as income, taxes, real estate, and medical expenses, ensuring a holistic view of financial health. The platform has gained traction with users who report improved financial outcomes, including a 70% increase in net worth among customers who utilize their services. Boldin is positioned as a leader in the retirement planning space, recognized for its innovative solutions and commitment to enhancing financial wellness.

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