Vendor
Boldin For Advisors
Boldin offers DIY retirement and financial planning software that allows users to ask questions in plain language and receive answers based on their financial numbers. It provides a comprehensive approach to planning, including factors like taxes, Social Security, real estate, and healthcare costs.
San Francisco, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Boldin For Advisors
Boldin offers DIY retirement and financial planning software that allows users to ask questions in plain language and receive answers based on their financial numbers. It provides a comprehensive approach to planning, including factors like taxes, Social Security, real estate, and healthcare costs.
Capability matrix
| Capability | Boldin For Advisors |
|---|---|
| Comprehensive Planning | ● |
Parent organization
Boldin For Advisors
Founded
2015
Scale
1 sector presence