Fundraising Fox
Boldin
Mill Valley, US · Founded 2015 · 13 known investors
Find your way into Boldin
Sign up to see every warm intro you have to Boldin
- Paths you didn't know you had: your email and LinkedIn already hold routes to the Boldin team. We find them for you
- 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
- Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone
Days of research, done the moment you sign in, with every route ranked by how warm it is.
Boldin (formerly NewRetirement) offers retirement and financial planning software that models taxes, Social Security, real estate, healthcare costs, and long-term care, plus an AI assistant that answers questions based on a user's actual plan. It also provides coaching, classes, and access to certified financial planners for individuals managing their retirement and personal finances.
Founders & leadership
Boldin was founded in 2015 by Stephen Chen.
Board
Investors · 13
How we know: av.vc · Not right? Tell us
How we know: Bascom Ventures's portfolio page · Not right? Tell us
How we know: Cameron Ventures's portfolio page · Not right? Tell us
How we know: Castor Ventures's portfolio page · Not right? Tell us
How we know: Evolution Ventures's portfolio page · Not right? Tell us
__Twitter.png)
How we know: Intercept Ventures's portfolio page · Not right? Tell us
How we know: Motley Fool Ventures's portfolio page · the VCSheet dataset · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$10.4M disclosed across 1 round · 2023
▶$10.4MraisedFeb 2024 · 16 investors · OtherRule 506(b)
- Stephen ChenExecutive Officer, Director
- Timothy ChenDirector
- Steve RealeDirector
- Offering amount
- $10.4M
- Amount sold
- $10.4M
- Minimum investment
- $25K
- First sale
- Jul 2023
- Incorporated
- Corporation, California
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Related companies · 3
Companies working in the same space as Boldin.
In the news
Frequently asked questions
- What does Boldin do?
- Boldin (formerly NewRetirement) offers retirement and financial planning software that models taxes, Social Security, real estate, healthcare costs, and long-term care, plus an AI assistant that answers questions based on a user's actual plan. It also provides coaching, classes, and access to certified financial planners for individuals managing their retirement and personal finances.
- Who founded Boldin?
- Boldin was founded by Stephen Chen in 2015.
- Who are Boldin's investors?
- Boldin's investors include Alumni Ventures, Bascom Ventures, Cameron Ventures, Castor Ventures, Evolution Ventures, Frontier Venture Capital, Gaingels, Intercept Ventures and 5 more.
- How much funding has Boldin raised?
- Boldin has disclosed $10.4M raised across 1 round.
- Where is Boldin headquartered?
- Boldin is headquartered in Mill Valley, US.