Boldin

2 open roles

Boldin (formerly NewRetirement) makes DIY retirement and financial planning software that goes well beyond a basic calculator, modeling taxes, Social Security, real estate, healthcare, long-term care, debt, and goals into one comprehensive plan. Consumers use a freemium subscription (with a paid PlannerPlus tier) to run what-if scenarios, get personalized recommendations, and ask questions of a plain-language AI assistant grounded in their own numbers, with optional coaching and classes. Founded in 2015 after the founder built spreadsheets to help his own mother retire, the company now serves over 450K individuals directly and reaches millions more through enterprise partners like Nationwide and MarketWatch via API widgets and branded planning tools. For a PM, it is a consumer fintech with a meaty modeling engine and a dual direct-plus-enterprise distribution model.