Boldin

We’re honored to be selected as Top Innovator from Uplink and Manulife's Prospering in Longevity Challenge for our mission to help people gain confidence in their financial journey. We aim to redefine financial planning—helping people retire smarter, stress less, and prosper longer. Learn more about the challenge and discover our profile on UpLink here:?https://lnkd.in/gDzR24ii UpLink - World Economic Forum Manulife APG Cleveland Clinic IDB Lab Mercer Innovation Foundation Primetime Partners Swiss Re

Boldin 's first class planning solutions are also available for the workplace. Ask me how you can bring better #financialwellness outcomes to your plan sponsors and employees!

Exciting news—Boldin has been named Best Financial Planning Software by BankRate!?A huge testament to our team’s dedication to making financial planning accessible for everyone. Grateful for our users, partners, and supporters! https://lnkd.in/ecyVV3ut

Curious if anyone on here uses Boldin and if so, what your experience has been. Worth it? Or not? Comment or send me a DM.

Happy Holidays from Boldin! ?????????? ?????? ???? ?????? clients, investors and team members who are helping bring financial confidence to millions of user.? Our Northstar is to help 100M people achieve financial confidence through planning. Today we support 2M+ people through our Consumer and Enterprise channels and we’re looking forward to enabling millions of additional people. 2024 highlights: ??100K+ consumer users? ?? 100% consumer growth? ?? $100B+ assets in subscriber financial plans ? 2M+ Enterprise users with access to Boldin powered plans ?? 1 $10M+ enterprise contract? ? 40+ affiliate partners representing 60M+ end users? ?? 35+ awards & press including World Economic Forum and CB Insights Fintech 100 In 2025 we’re aiming to reach millions of additional people through employers, benefits consultants, workplace retirement plan providers and large financial services clients and partners. We appreciate our mission aligned community and our team of Boldineers who have helped us get this far. If you think our platform could help your company or employees please let us know! We’re excited to reach new milestones together. ?? #finance #workplace #fintech #financialplanning

Big news from Boldin – we’re thrilled to announce that we have been named to CBInsight.com 2024 Fintech 100, which recognizes the 100 most promising private fintech companies in the world. We are proud and humbled to be recognized as an innovative hashtag #fintech for our work to expand access to financial planning & advice. Our mission is to make it possible for anyone to create and manage their own financial plan with our enterprise-grade tools and resources. Since our founding, we’ve helped millions build financial confidence through our DIY financial planning software, advisor tools, and enterprise partnerships – and we’re just getting started. Boldin was chosen for this year’s list out of thousands of early to mid-stage startups reviewed by CB Insights’ research team. Companies were selected based on CB Insights datasets, including deal activity, industry partnerships, team strength, investor strength, employee headcount, proprietary Commercial Maturity and Mosaic scores, and analyst briefings. To learn more about the Fintech 100, visit: https://lnkd.in/g2Ugk8_K

Exciting news! We’re proud to share that Boldin has been selected as a Top Innovator for UpLink - World Economic Forum’s Prospering in Longevity Challenge. UpLink is a World Economic Forum initiative that brings together innovators, investors, and partners. The organization’s Innovation Challenges invite entrepreneurs to submit solutions to the issues outlined in the UN’s Sustainable Development Goals. The Prospering in Longevity Challenge sought out solutions that promote preventative healthcare and financial well-being, enabling people to thrive and enjoy a financially resilient life. At Boldin, our mission is to help people build financial confidence by democratizing access to financial planning tools. Our core self-directed tools and resources have been available for free since our company’s founding, and we offer transparent, affordable pricing on our premium version, making it possible for anyone to plan for their financial future. Our goal is to help millions more people model scenarios and manage income accumulation and decumulation through our powerful, easy-to-use platform. Congratulations to the other Innovation Challenge honorees: Addition Wealth Conquest Planning Inc. GetSetUp Givers University juli Smplicare Toolkit to Examine Lifelike Language (TELL) Waterlily Planning Zencey (Techstars '23) Thanks to the UpLink - World Economic Forum partners and sponsors: Manulife APG Cleveland Clinic IDB Lab Mercer Innovation Foundation Primetime Partners Stanford Center on Longevity Swiss Re To learn more about the Longevity Challenge and view our profile on UpLink, visit: https://wef.ch/4gTqmPW #Longevity #LongevityInnovation #LongevityEconomy #PreventativeHealth #FinancialResilience #StartUp

Introducing Boldin: A New Chapter for NewRetirement! ?? We are excited to announce that NewRetirement is now Boldin, your financial confidence platform! Our name change reflects our mission to bring financial wellness to everyone through planning, so you can make the important decisions that help you to reach your goals. Our community and clients have always been at the heart of our journey. As Boldin, we’ll continue to dedicate ourselves to being a financial tool by the people, for the people, focused on helping everyone become more financially confident so you can be bolder in life. While we remain dedicated to assisting you in planning your ideal retirement, we're also expanding our horizons. Whether you’re aiming to save for your child’s education, buy your dream home, or achieve any other big financial goal, Boldin is here to help you make it happen. We’ll also continue to bring our consumer-first planning solutions to the enterprise level, offering businesses and organizations the same high-quality financial wellness support that has earned us trust over the years. Thank you to our incredible community for being with us on this journey. We’re excited about the future and look forward to achieving great things as Boldin! Here’s to a bold and exciting future in financial planning! ??

We have big news that we're excited to share with our LinkedIn followers—NewRetirement is changing our name! We're leaning into a bolder identity as we evolve to better serve everyone's financial journey. Stay tuned—we'll be launching our new name on September 4th!

Let’s face it, money can be confounding. You might think it’s “just math,” but the reality of personal finance is that there is never just one “right” answer. Learn about “The Critical Differences Between Today’s and Future Dollars” NewRetirement -> t.ly/3Wwf0 #financialplanning #personalfinance #money