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Boldin

BrandMill Valley, CaliforniaWebsite

Company Overview

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldinBased 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).
Founded
2015
Headquarters
Mill Valley, California
Employees
51-200
9.5% decline last 12mo
Marketing Team
9
16% of company

Overall Headcount Trend

Overall Headcount Trend

Company growth over the last 12 months

Salaries

Job Posting Salary Data

From 2 marketing roles posted in the last 12 months

Typical Salary Range
$95,000$140,000
YEAR
100%
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