Boldin
boldin.com
Actively hiring
Wealth Management & Financial Advisors
Personal Finance Apps & Education
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Funding and backers
Total raised
$10.4M
1 round on record
Latest round
$10.4M
Venture round · Jul 2023 · 3 yr ago
Team
36
US Form 5500 (plan participants) · Dec 2025 · -14% in a year
Hiring now
4
+2 posted in 30 days
Backers
1
Plug and Play
The money's age
Long since its last round
39 months since the last round · and hiring
Momentum
35/100
hiring for its size, in the news
Last sign of life
this month
a posting or a news item
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
Sep 2026
Formerly NewRetirement (newretirement.com)
Jul 7, 2023
Raised a round Venture round $10.4M · SEC Form D
2023
Founded
Tractionpublic signals, read monthly
Web presence
top 0.31%
of 133.2M domains by links, Common Crawl
Funding rounds
| Round | Date | Amount | Investors | Source |
|---|---|---|---|---|
| Venture round | Jul 2023 | $10.4M | — | SEC Form D |
Registers and programsofficial lists and records that name the company
| Legal entity | NEWRETIREMENT, INC. | SEC Form D |
Founders and leadersfrom filings, registers and the company's site
Stephen ChenExecutive Officer, DirectorSEC Form D
Backed byfrom the funds' portfolios and accelerator catalogs
Plug and Play Investors in similar startupsfunds that back the companies most like this one
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Overview
Boldin (formerly known as NewRetirement) is a financial technology company providing a collaborative financial planning and retirement modeling SaaS platform. Designed to bridge the gap between simple retirement calculators and traditional wealth management firms, the software delivers comprehensive accumulation and decumulation scenario planning for individual investors. Its proprietary modeling engine enables users to run Monte Carlo simulations, aggregate net worth data, optimize tax and Roth conversion strategies, analyze Social Security timing, and forecast healthcare and real estate costs.
News
Average Home Equity in 2026: What Homeowners Have
Average home equity for a mortgaged homeowner now sits at $310,000, according to Cotality's Q2 2026 data. If you own a home, there's a good chance it's your biggest asset. It just doesn't always feel that way day to day. The mortgage payment is a bill. Th
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Report
Retirement Milestones by Age: 50 to 75
Turning 55 while you're between jobs might unlock a rule most people never hear about until they need it. Turn 63 and make one Roth conversion, and you could quietly raise your Medicare bill two years later. Retirement milestones like these don't come wit
Read more
Report
How to Stay Mentally Sharp as You Age
You've probably noticed it in people around you. Some slow down as they get older. Others stay just as mentally sharp and curious into their 80s. That comes down to more than luck. John Rowe is a professor of health policy and aging at Columbia's Mailman
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Report
16 Roth IRA and Roth Conversion Mistakes That Cost You in Taxes
A lot of people open a Roth IRA, or convert money into one, on a friend's advice or an advisor's recommendation. The pitch is simple. Pay taxes now, skip them later. Contributing to a Roth IRA and converting to one are different moves with different rules
Read more
Report
77% of Americans Say Debt Is Blocking Their Retirement Savings
The National Institute on Retirement Security surveyed Americans nationwide in late 2025. Some 77% of respondents say debt is keeping them from saving enough for retirement. The same survey found that most people misjudge what their own savings will pay o
Read more
Report
Social Security COLA 2027 Estimate: Biggest Raise Since 2023
Two widely cited estimates for the 2027 Social Security COLA put it at 3.5% and 3.6%. Both would mark the biggest raise since 2023's 8.7% jump, and a clear step up from this year's 2.8%. The Social Security Administration won't confirm the number until Oc
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Report
How to Make Friends as an Adult: 12 Ways That Work
Making friends as an adult can feel lonelier than it should. You used to make friends without trying, in a classroom, a dorm hallway, or a first job. Now the same thing takes real effort, and that can feel discouraging. Fewer chances to connect show up on
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Report
See Your Total Asset Allocation Across All Accounts in One View
You probably have more than one account by now: a 401(k), an IRA or two, maybe a taxable brokerage account. Any one of them might hold several different funds or positions that serve varied roles, like growth, stability, or income. Each account shows you
Read more
Report
Non-Financial Retirement Planning: 10 Investments Worth Making
Non-financial retirement planning means putting real time and effort into your health, your relationships, and your sense of purpose, the parts of a good retirement that don't show up on a balance sheet. It's just as real as the financial side, and it rar
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Report
Financial Mapping: A Roadmap for Your Money and Time
Most of us don't wake up one day with a clear plan for the next 30 years of our lives. We build it piece by piece, often while juggling a job, family, and a dozen other things pulling at our attention. That's normal. It's why having a plan helps. It's les
Read more
Report
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Tech stack
Technologies named in job postings at Boldin over the last 12 months, by layer, with the share of postings for each.
Technologies in use
13
Postings analysed
2
Stack modernity
75/100
Languages
TypeScript
JavaScript
Ruby
Frameworks & libraries
React.js
Ruby on Rails
Material UI
Redux
SWR
Sidekiq
Databases
PostgreSQL
Cloud & platforms
Figma
AWS
Developer tools
Yarn
Sign in to see how your skills match this stack
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People
Stephen Chen
Executive Officer, Director
Timothy Chen
Director
Steve Reale
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Growth
Hiring Momentum
65/100
Growing
Open positions
4
1 opened / 2 closed in 30 days
Median time-to-fill
81 days
faster than 17% of the market
ATS activity
Every ~4 hours
Today
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Marketing
50%
Product
25% ▼
Design
25% ▲
Activity Timeline
Added Figma to stack
Sep 2026
Added Stripe to stack
Sep 2026
Added Intercom to stack
Sep 2026
Added YouTube to stack
Sep 2026
Added Reddit to stack
Sep 2026
Added LinkedIn to stack
Sep 2026
Added Google Ads to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
Mill Valley
United States
HQ
Head Quarters
50-200 est. staff
Jobs
≈ $60k – $145k per year (Estimated) • Remote (likely United States) • 4+ years exp
Figma
Apply
≈ $61k – $182k per year (Estimated) • Remote (likely United States) • 4+ years exp
JavaScript
TypeScript
Ruby
Ruby on Rails
Sidekiq
Databases
PostgreSQL
Frontend
Redux
Yarn
React.js
Material UI
SWR
DevOps
AWS
Management
Intercom
Stripe
Apply
Financials
Total raised
$10.4M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2023 | $10.4M | Details |