
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 October 13
Senior Performance Marketing Manager owning paid acquisition for Boldinâs comprehensive financial planning platform. Managing budgets, campaigns, testing, and efficiency targets across growth channels.
đ Anywhere in the World
đ” $140k - $175k / year
â° Full Time
đ Senior
đ Performance Marketing
đ» Ghost score 0%
đ September 24
Senior Brand Designer evolving Boldinâs visual identity across financial-planning product and marketing touchpoints. Building scalable brand systems, templates, and AI-driven creative workflows.
đ Anywhere in the World
đ” $160k - $180k / year
â° Full Time
đ Senior
đ Brand Designer
đ» Ghost score 2%
đ September 24
Contract Marketing Designer creating campaigns, emails, web assets, and event materials for Boldinâs financial planning platform. Supporting growth marketing with fast, brand-consistent production design.
đ Anywhere in the World
đ” $60 - $80 / hour
âł Contract/Temporary
đĄ Mid-level
đ Senior
đĄ Marketing
đ» Ghost score 2%
Performance Marketing Lead owning paid acquisition for Boldinâs financial planning platform. Managing budgets, campaigns, testing, and efficiency across SEM, social, and new channels.
đșđž United States â Remote
đ” $140k - $175k / year
â° Full Time
đ Senior
đ Performance Marketing
đ» Ghost score 4%
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 22%
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 26%