Boldin
PrivateLast Round
Series A
Mar 27, 2024
Total Funding Raised
$20M
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, Vertical SaaS, InsurTech
Business Model
B2C
Customer Profile
Subscription SaaS, Freemium, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Boldin Comps
Public and private peers based on sector, stage, and business model.
Boldin Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series A | Mar 27, 2024 | ||||
| Seed | May 6, 2022 |
Key People
Founding team and executive leadership
Boldin Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Plug and Play Tech Center | Series A |
| Marin Sonoma Impact Ventures | Seed |
| Motley Fool Ventures | Series A |
| Plug & Play Ventures | Series A |
| Northwestern Mutual Future Ventures | Series A |
| Marin Sonoma Impact Ventures | Series A, Seed |
| Fin Venture Capital | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 25, 2026
Launched AI Planner Assistant to improve financial confidence.
- Mar 27, 2024
$20M round completed.
Boldin Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Boldin's valuation, stock price, and market status.
