# Boldin

> Boldin (formerly NewRetirement) is a Mill Valley, California fintech that makes comprehensive financial and retirement planning software affordable and self-directed. What began as a spreadsheet built to help founder Steve Chen's mother draw down her retirement savings has grown into a platform where more than 350,000 people have built plans covering over $300 billion in assets. Boldin sells a low-cost consumer subscription (PlannerPlus) plus a free planner, live classes, coaching, and CFP advice, and licenses its planning engine to enterprises like Nationwide and RTX.

- **Founded:** 2015
- **Headquarters:** Mill Valley, California, United States
- **Founders:** Steve Chen (Founder & CEO), Tim Chen (Co-founder (early spreadsheet/tool))
- **Team size:** ~65 employees
- **Products:** Boldin Planner (free), PlannerPlus, Financial Wellness Dashboard, Classes, Coaching & CFP Advice, Enterprise APIs & White-Label
- **Notable:** 350,000+ individuals have built financial plans on the platform, Users track and manage over $300 billion in assets, 74% of PlannerPlus users reach a 90%+ retirement success probability

## Products & services

- **Boldin Planner (free)** — Free DIY financial and retirement planner with core budgeting, savings, and retirement projection tools.
- **PlannerPlus** — Premium subscription (about $144/year) unlocking 250+ inputs, Monte Carlo simulations, tax and Roth-conversion optimization, up to 10 scenarios, 25+ charts/reports, and unlimited 'Ask Boldin' AI guidance.
- **Financial Wellness Dashboard** — Assesses financial health across 20+ metrics with color-coded (green/yellow/red) status and a forthcoming numeric Financial Wellness Score.
- **Classes, Coaching & CFP Advice** — Live educational classes, one-on-one coaching, and fee-based access to Certified Financial Planners (plan checkups, investment reviews, hourly and retainer advice).
- **Enterprise APIs & White-Label** — Licensed planning engine, calculators, and educational content for employers, banks, insurers, and RIAs.

## Achievements

- 350,000+ individuals have built financial plans on the platform
- Users track and manage over $300 billion in assets
- 74% of PlannerPlus users reach a 90%+ retirement success probability
- Reported that Boldin users save roughly 94% more for retirement than the national average
- Raised roughly $33M total, including a $20M Series A in 2024
- Successfully rebranded from NewRetirement to Boldin in September 2024 while retaining its user base

## Latest updates

- **2024-09** — NewRetirement rebrands as Boldin and launches the Financial Wellness Dashboard.
- **2024-03** — Closes a $20M Series A led by strategic investors including Nationwide and Northwestern Mutual.
- **2025-07** — Raises PlannerPlus price for new subscribers from $120 to $144/year.
- **2026-01** — Steve Chen featured in a Press Democrat CEO spotlight on growing investors' financial confidence.

## Links

- Website: https://boldin.com
- LinkedIn: https://www.linkedin.com/company/boldinmoney
- Twitter/X: https://twitter.com/newretirement
- YouTube: https://www.youtube.com/@Boldin
- Facebook: https://facebook.com/groups/newretirement

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Profile page: https://yespress.io/boldin
Published by YesPress — https://yespress.io
Last updated: 2026-07-13