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Boldin
Mill Valley, US · Founded 2015 · 10 known investors
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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 · 10
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
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, Intercept Ventures, Motley Fool Ventures and 2 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.