Boldin
PrivateLast Round
Series A
Mar 27, 2024
Total Funding Raised
$21.6M
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, NLP & Conversational AI
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 | 84% | |
| Plootus | 83% | |
| Origin | 81% | |
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 |
| Northwestern Mutual Future Ventures | Series A |
| Marin Sonoma Impact Ventures | Series A, Seed |
| Fin Venture Capital | Series A |
| Motley Fool Ventures | 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.