Unlock enterprise value by boosting financial confidence

  • Employers

    Improve employee confidence about benefits engagement and retirement readiness

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  • Plan Providers

    Provide tools and insights to help participants make smarter decisions, increase contributions and achieve retirement readiness sooner.

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  • Financial Institutions

    Quickly deploy a configurable solution to attract new customers and engage and delight your current users

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Featured in

  • CB Insights Fintech 100
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  • yahoo finance logo
  • forbes logo
  • The Wall Street Journal logo
  • US News & world report logo

A solution tailored to your needs

Increase engagement with retirement planning through personalized insights, decumulation strategy, and scenario modeling.

Quick to deploy

Get setup within as little as 90 days.

Co-branded so each touchpoint reflects your brand’s look and feel.

Our planning platform can be branded and customized to give your customers and employees a consistent experience.

Leverage the data

Reporting that helps you gain insights into your users and make smarter business decisions.

Enhance your offering with Boldin

Let’s talk about how Boldin can support your business

Get in touch