
51 - 200 employees
Founded 2015
đł Fintech
âïž SaaS
Fintech âą SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses â including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring â plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNERÂź advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
Selected: đ Date Added.
đ August 27
Head of Brand building Boldinâs movement to democratize financial confidence. Leading narrative, multi-channel distribution, and measurable brand growth across video, social, PR, classes, and content.
đ August 26
Senior Product Manager owning retention and engagement for Boldinâs financial planning platform. Building planning habits through experiments, cohort analysis, and accessible retirement experiences.
đșđž United States â Remote
đ” $150k - $178k / year
â° Full Time
đ Senior
đ Customer Retention Specialist
đ» Ghost score 1%
đ August 6
Performance Marketing Lead driving paid acquisition for Boldinâs comprehensive financial planning platform. Owning budgets, campaigns, testing, measurement, and efficiency targets across paid channels.
đ Anywhere in the World
đ” $140k - $175k / year
â° Full Time
đ Senior
đ Performance Marketing
đ» Ghost score 2%
đ July 27
Senior Product Manager owning retention and engagement for a financial planning platform. Shaping the customer experience and driving long-term subscriber value.
đ Anywhere in the World
đ” $150k - $178k / year
â° Full Time
đ Senior
â Product Manager
đ» Ghost score 7%
đ July 27
Head of Affiliates and Influencers leading Boldin's affiliate and influencer marketing strategy. Driving growth and managing partnerships for a comprehensive financial planning platform.
đ Anywhere in the World
đ” $160k - $180k / year
â° Full Time
đŽ Lead
đ Influencer Marketing
đ» Ghost score 7%
đ July 27
Full Stack Engineer in a financial planning platform developing checkout and conversion flows. Engineering integrations across payment platforms and lifecycle messaging within a growth-focused team.
đ Anywhere in the World
đ” $175k - $210k / year
â° Full Time
đĄ Mid-level
đ Senior
đ§âđ» Full-stack Engineer
đ» Ghost score 7%
JavaScript
React
Ruby
Ruby on Rails
TypeScript