Intercept Ventures — 2023 Investments

1 investments dated 2023 · listed companies and verified rows first · show all

Boldinboldin.com in 𝕏Jul 2023

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.

AI & Machine LearningFintechSaaSMill Valley, US

Stephen Chen(Founder & CEO)Timothy Chen(Director)

Board Steve Reale(Founder)in

Co-investorsAlumni Ventures Bascom Ventures Cameron Ventures Castor Ventures Evolution Ventures Frontier Venture Capital +3 more

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.