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Boldin

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Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios... Read more

Industries

Retirement, FinTech

Headquarters

Mill Valley, US

Employees

Links

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Founder & CEO

Stephen Chen

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Chief Technology Officer

Chief Data Architect

Chief Information Security Officer

Amanda Erickson

Director Of Marketing And Growth, Consumer Products

Head Of Enterprise Success

Connellan Coxwell

Head Of Consumer

Grisselle Escoto

Director Of People And Culture

Product Design Director

Lead Educator & Financial Coach

Head Of Design

Product Design Director

Danielle Jackson

Chief Of Staff

Interim Head Of Sales

Teams

This company has no teams yet

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