COMPANY PROFILE

Boldin

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Comprehensive, digital-first financial planning platform for consumers and enterprise partners

San Francisco, United StatesFounded 2005Fintech

Valuation $0–100M Latest valuation · 2024

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Boldin

NewRetirement is a financial technology company focused on providing comprehensive retirement planning solutions. The platform serves individuals who are planning for retirement, offering tools and resources to help them achieve financial independence and secure lifetime income. Operating in the personal finance and retirement planning market, NewRetirement offers a suite of calculators and planning tools, including retirement, Social Security, and annuity calculators. The business model is primarily subscription-based, with users paying for access to advanced features and expert advice. Revenue is generated through subscription fees and potentially through partnerships with financial advisors and institutions. The platform aims to simplify complex financial decisions by offering easy-to-use tools and personalized advice, helping users optimize their income, taxes, healthcare, and investments.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2005
Headquarters: San Francisco, United States
Employees: 66
Open positions: None listed
Dealroom signal: 84.5/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech, Retirement, Insurtech Related, Hard Tech, financial inclusion
Business model: SaaS
Client focus: b2b, b2c
Links: Website LinkedIn X

Latest news

Press, funding announcements and product moves mentioning Boldin.

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Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES A✓Equity / VC	Mar 2024	$20M	$80M	Frontier Venture Capital · Motley Fool Ventures · Allegis Capital · Fin Capital	↗
SEEDEquity / VC	Dec 2021	$0	—	Ulu Ventures	—

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Growth signals

Boldin website traffic

Latest recorded traffic for Boldin is 2.8M monthly website visits, up 0% over the last three months. Boldin's team grew 13.8% over the past year.

Latest monthly visits2.8M 3-month web change0% 1-year team growth+13.8%

Monthly website visitsApr 2016–Jul 2026

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