Remote jobs at Boldin
Boldin (formerly NewRetirement) is your financial confidence platform.
About Boldin
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).
Mission and direction
Boldin builds an AI-powered collaborative financial planning platform that helps consumers, enterprises, and financial advisors make smarter long-term money decisions with confidence. Through comprehensive modeling, embedded digital coaching, and educational content, the company makes sophisticated retirement and financial planning accessible at scale for everyday people and financial organizations alike.
Company values
- Financial confidence
- Customer empathy
- Mission-driven
- Accessibility
- Collaboration
- Data-informed
- Innovation
- Inclusion