Remote Jobs at Boldin
Boldin
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.
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