NewRetirement
AI-powered financial planning SaaS
About
Founded in 2014 and rebranded to Boldin in September 2024, the company offers an AI-powered comprehensive financial planning platform for individuals approaching or in retirement. The SaaS platform enables users to model detailed retirement scenarios including Social Security optimization, tax planning, investment projections, healthcare costs, and estate planning. The platform serves both self-directed consumers and financial advisors. With over 200,000 registered users managing billions in tracked assets, Boldin positions itself as a more affordable and accessible alternative to hiring a traditional financial advisor.
Products
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Financial Planner
— Helps individuals create and optimize retirement plans to retire earlier with more financial security and confidence.
Customer sectors: individuals, retirees, financial advisors
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AI Planner Assistant
— Allows users to ask questions in plain language and get personalized retirement planning answers powered by their data.
Customer sectors: individuals, financial planners, retirees
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Retirement Calculator
— Estimates how much you need, your net worth, retirement income, and retirement timing in a simple, easy-to-use tool.
Customer sectors: individuals, early planners, retirement planners
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Roth Conversion Calculator
— Estimates the impact and benefits of converting retirement funds to a Roth IRA for tax planning purposes.
Customer sectors: individuals, retirees, financial advisors
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Lifetime Annuity Calculator
— Helps users estimate income from lifetime annuities to support retirement income planning decisions.
Customer sectors: individuals, retirees, financial planners
Market research & competitive positioning
Source-backed TAM / SAM / SOM sizing, displacement analysis, and an interactive peer positioning map for NewRetirement — available to members.
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