Enterprise

A financial wellness platform tailored to your needs

See how we can help businesses like yours

We understand the unique challenges your business faces when it comes to offering financial wellness.

Financial Services

Increase engagement and conversions

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Plan Providers

Retain customers and attract new assets

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Employers

Improve employee retention, productivity and confidence

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Financial Advisors

Build trust, engage and retain clients

Features

We offer a holistic approach to financial wellness that’s easy to implement and tailored to your business.

Holistic

Our Financial Projection Engine (FPE) offers comprehensive financial computations that help people make better decisions about their money and time.

Simple implementation

Whether you choose to customize our planner or use our APIs, integration will be easy for your team.

Customizable

Give your customers and employees a consistent experience that’s aligned with your business goals.

We're fueled by feedback

Our enterprise offerings are informed by everything we've learned from real people while running our consumer business.

350k

plans created

$300B

combined net worth of our customers

20k

members in our Facebook group

1,000+

chat sessions per month

1M

visitors per month

90k+

weekly newsletter subscribers

70+

NetPromoter score

200+

people attend our AMAs and office hours

Want to learn more?

Let’s talk about how Boldin can help your business.

Get In Touch

PROVEN BY END USERS

Keith

I have never seen such a comprehensive financial planning product that gives you so much feedback and instruction along the way.

Dave

We feel empowered to make better decisions.

Kay

This helps me organize and project almost any scenario I can imagine. I feel much more confident managing our retirement.

Thomas

Your product has literally allowed me to sleep better at night. It's invaluable. If you spend your financial life looking for value — this is a no-brainer!

Dale

This is an excellent tool. It has given me the confidence to manage my own retirement plan. Highly recommended!