Boldin Overview

  • Year Founded
  • 2005

Year Founded

  • Status
  • Private

  • Employees
  • 56

Employees

  • Latest Deal Type
  • Series A

  • Latest Deal Amount
  • $20.8M

  • Investors
  • 18

Boldin General Information

Description

Developer of retirement planning platform intended to allow people to take control of their long-term finances. The company's AI-based platform offers to act as a virtual financial advisor, that focuses on planning to assist people in generating retirement income, getting healthcare services, lowering taxes, and managing related fees, enabling its users to access on-demand collaborative planning to assist them to make and act on improved decisions about their future efficiently.

Contact Information

Website
www.boldin.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 1 Belvedere Place
  • Suite 200
  • Mill Valley, CA 94941
  • United States
+1 (866)
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • 1 Belvedere Place
  • Suite 200
  • Mill Valley, CA 94941
  • United States
+1 (866)

Boldin Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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Boldin Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC (Series A) 27-Mar-2024 $20.8M Completed Generating Revenue
4. Later Stage VC (Series A2) 07-Jul-2023 Completed Generating Revenue
3. Later Stage VC (Series A) 01-Mar-2022 Completed Generating Revenue
2. Seed Round 29-Mar-2019 $1.68M $2.18M Completed Generating Revenue
1. Seed Round 01-Nov-2008 $500K $500K Completed Generating Revenue
To view Boldin’s complete valuation and funding history, request access »

Boldin Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Series A-2
Series S-2
Series S-1
Series A-1 2,150,582 $0.001000 $1.67 $1.67 1x $1.67 7.36%
Series A 2,686,223 $0.001000 $1.96 $1.96 1x $1.96 9.2%
To view Boldin’s complete cap table history, request access »

Boldin Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of retirement planning platform intended to allow people to take control of their long-term finances. The comp
Financial Software
Mill Valley, CA
56 As of 2024

Shelton, CT
 

Radnor, PA
 
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Boldin Competitors (12)

One of Boldin’s 12 competitors is RightCapital, a Venture Capital-Backed company based in Shelton, CT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
RightCapital Venture Capital-Backed Shelton, CT
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Vestwell Venture Capital-Backed New York, NY
Silvur Venture Capital-Backed Claymont, DE
Human Interest Venture Capital-Backed San Francisco, CA
You’re viewing 5 of 12 competitors. Get the full list »

Boldin Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Boldin Investors (18)

Investor Name Investor Type Holding Investor Since Participating Rounds
AllegisCyber Venture Capital Minority
Alumni Ventures Venture Capital Minority
Evolution Venture Capital Minority
Mana Ventures Venture Capital Minority
Northwestern Mutual Future Ventures Corporate Venture Capital Minority
You’re viewing 5 of 18 investors. Get the full list »

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Boldin FAQs

  • When was Boldin founded?

    Boldin was founded in 2005.

  • Where is Boldin headquartered?

    Boldin is headquartered in Mill Valley, CA.

  • What is the size of Boldin?

    Boldin has 56 total employees.

  • What industry is Boldin in?

    Boldin’s primary industry is Financial Software.

  • Is Boldin a private or public company?

    Boldin is a Private company.

  • What is Boldin’s current revenue?

    The current revenue for Boldin is .

  • How much funding has Boldin raised over time?

    Boldin has raised $42M.

  • Who are Boldin’s investors?

    AllegisCyber, Alumni Ventures, Evolution, Mana Ventures, and Northwestern Mutual Future Ventures are 5 of 18 investors who have invested in Boldin.

  • Who are Boldin’s competitors?

    RightCapital, eMoney Advisor, Vestwell, Silvur, and Human Interest are some of the 12 competitors of Boldin.

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