Boldin Revenue

Technology, Information and Internet • Strawberry, California, United States • 51-100 Employees

Boldin revenue & valuation

Annual revenue	$6,500,000
Revenue per employee	$117,000
Estimated valuation?This valuation is estimated based on industry average for the Technology, Information and Internet industry and current estimated revenues	$20,800,000
Total funding	No funding

Key Contacts at Boldin

Steve Chen

Founder & Ceo

Gerry Hollis

Enterprise Sales Director

Harish Bhandari

Digital Program Director

Brooke Peterson

Director Of Program Management, Enterprise

Grisselle Escotto

Director Of People & Culture

Dave Gynn

Chief Technology Officer

Company overview

Headquarters	1 Belvedere Pl, Mill Valley, California 94941, US
Phone number	+14154625703
Websites	boldin.com newretirement.com
SIC	628
Keywords	Software As A Service, Financial Wellness, Financial Services, Retirement Planning, Financial Planning, Wealth Management, Fintech, Financial Advisor, Consumer Internet, Retirement Content, Finance Education, Financial Iq
Founded	2015
Employees	51-100
Socials

Boldin Email Formats

Boldin uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@newretirement.com), used 47.5% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@newretirement.com	75%
{first name}.{last name}	john.doe@boldin.com	25%

About Boldin

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, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Boldin has 28 employees across 12 departments.

Departments

Number of employees

Funding Data

Boldin has never raised funding before.

Boldin Tech Stack

Discover the technologies and tools that power Boldin's digital infrastructure, from frameworks to analytics platforms.

Reddit Ads

Advertising

Redux

JavaScript frameworks

Slick

JavaScript libraries

WP Rocket

Caching

Tailwind CSS

UI frameworks

EmbedPlus

WordPress plugins

lit-element

JavaScript libraries

Animate.css

UI frameworks

Envoy

Reverse proxies

lit-html

JavaScript libraries

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Frequently asked questions

Boldin is located in Strawberry, California, US.

You can reach Boldin at +14154625703.

Boldin generates an estimated annual revenue of $6,500,000. This revenue figure reflects the company's market position and business performance in its industry.

Boldin has an estimated valuation of $20,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Boldin was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Boldin has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Boldin

Steve Chen

Founder & Ceo

Gerry Hollis

Enterprise Sales Director

Harish Bhandari

Digital Program Director

Brooke Peterson

Director Of Program Management, Enterprise

Grisselle Escotto

Director Of People & Culture