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© All Rights Reserved. ApplyBlast.com
Boldin
Boldin is seeking experienced, fee‑only financial advisors to create and deliver comprehensive financial plans, provide ongoing planning services, and offer hourly advice to clients remotely on a contract basis. The role focuses on empowering clients through clear, simplified financial guidance and requires strong expertise in portfolio management, retirement strategies, and client communication.
Headquarters
Mill Valley, California, United States
Company Size
11-50 employees
Founded
2015
Boldin is a financial technology company focused on retirement planning and personal financial wellness. Its platform helps individuals model retirement scenarios, manage savings and income strategies, and make more informed long-term financial decisions. The company operates in the consumer fintech and financial planning software industry.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Boldin.
160% above the average for this role