Boldin
PrivateLast Round
Series A
Mar 27, 2024
Total Funding Raised
$20.8M
Company Overview
Boldin is a financial technology company that provides an AI-driven retirement planning platform designed to empower individuals in managing their long-term finances and making informed decisions for their future.
Sector
FinTech
Verticals
Personal Finance, Wealth Management, Investment Platforms
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Boldin Comparables
Compare Boldin with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Silvur | 85% | |
| WealthTrace | 84% | |
| Origin | 82% |
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Boldin Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Mar 27, 2024 | ||||
| Seed | May 6, 2022 |
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Key People
Founding team and executive leadership
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Boldin Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Plug and Play Tech Center | Series A |
| Marin Sonoma Impact Ventures | Seed |
| Gaingels | Series A |
| Motley Fool Ventures | Series A |
| Northwestern Mutual Future Ventures | Series A |
| Marin Sonoma Impact Ventures | Series A, Seed |
| Fin Venture Capital | Series A |
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Market signals
Structured signals derived from secondary market and firmographic data.
- Jun 20, 2026
Monthly visitors increased 37% MoM to 3.9 million.
- Feb 25, 2026
Launched AI Planner Assistant to improve financial confidence.
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Boldin Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Boldin's valuation, stock price, and market status.
Is Boldin a public or private company?
Boldin is a private company.
What is the current stock price of Boldin?
Boldin is a private company, so its shares have no public market price. Caplight tracks Boldin's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Boldin worth (valuation)?
Valuation information for Boldin is not publicly available.
Can I buy Boldin stock?
Boldin shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Boldin's last funding round?
Boldin's most recent funding round was Series A on March 27, 2024.
Who are the main investors in Boldin?
Key investors in Boldin include Marin Sonoma Impact Ventures, Allegis Capital.
Will Boldin IPO soon?
No public IPO plans have been announced for Boldin.
How can I track Boldin secondary market activity?
Caplight tracks bids, offers, and trades in Boldin's shares on secondary markets.