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.