financial-software
(2)
Julián Colombo
Julián Colombo is the founder and CEO of N5 Now, a multinational technology company that builds AI-driven software for banks, insurers and financial firms. After 20 years inside Banco Santander - ending as Global Managing Director of CRM and Business Intelligence in Madrid - he left in 2017 to start N5 with a USD 100 idea. Today N5 works across 18 countries with clients including Santander, Mastercard and Itaú, and in February 2025 raised a USD 20 million Series A to accelerate its banking AI products. An economist and journalist by training, and a former member of Argentina's parliament, Colombo is a frequent voice on how AI will reshape finance over the next decade.
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.