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.
Schiller Bikes (Schiller Sports, Inc.) is a Mill Valley, California company that makes the S1-C, a premium human-powered water bike. Built on a corrosion-resistant anodized aluminum catamaran frame with a Gates Carbon Drive belt, a proprietary gearbox and a retractable propeller, the bike lets a rider pedal across lakes, coastlines and open water at over 10 mph. Founded by Jessica Schiller after she became the first person to bicycle across San Francisco Bay in 2013, the company built a small, design-led business around a niche it largely invented: a real cycling experience on the water for fitness, exploration and fun.
Pierce Washington is an enterprise consulting firm that untangles the messiest part of B2B selling - the journey from quote to cash. Since 2005 it has implemented CPQ, eCommerce, and subscription billing on Salesforce and Oracle platforms, then wired those systems into the ERP backbone so deals price correctly, ship cleanly, and bill accurately. With 100-plus complex CPQ projects behind it and a 'Total Commerce' maturity model guiding clients, the firm helps manufacturers, hi-tech, and life-sciences companies turn slow, error-prone sales processes into self-service revenue engines.
Avochato is a Mill Valley, California SaaS company that gives sales, support, marketing, and operations teams a shared inbox for two-way business conversations over SMS, MMS, RCS, voice, live chat, and WhatsApp. Built for enterprise security and HIPAA compliance, it plugs into Salesforce, Slack, Microsoft Teams, Okta, and Zapier, and layers in AI agents (Avo AI) for auto-replies, routing, and sentiment detection. Founded in 2016 and backed by a $5M Series A, Avochato has helped 1,000+ businesses run millions of customer conversations.