Company · Retirement planning calculators

Boldin_

As of 30 October 2026, Boldin has 6 open roles (1 new in 30 days), its marketing & communications team is hiring most, and its postings name JavaScript, React and Ruby on Rails as the tools the team works in.

As of 30 October 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

Mill Valley, United States11-50 employees2M-10M revenue, est.B2C, B2B, B2B2Cboldin.com ↗LinkedIn ↗
Headquarters
Mill Valley, California, United States
Employees
11-50 employees (linkedin)
Sells to
individuals, financial advisors, plan providers
Certifications on site
Site languages
EN
Career system
Greenhouse
6open roles · 1 new in 30 days
14tools named in postings
United Stateshiring locations
0change signals read in postings
02 — What they do, whom they sell to, who else does it

Boldin in one screen

Read from boldin.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What Boldin does

Boldin is a software company that provides retirement and financial planning tools for individuals, financial advisors, plan providers and employers. Its offerings include a Boldin AI retirement planning assistant, calculators such as a simple retirement, lifetime annuity and Roth conversion calculator, real-time financial monitoring, Monte Carlo analysis, and coaching and classes. It also supplies advisor tools and enterprise solutions.

retirement and financial planning toolsboldin ai assistantsimple retirement calculatorlifetime annuity calculatorroth conversion calculatormonte carlo analysis1:1 coaching sessionsclasses and communities
Whom it sells to

Named on the site: individuals, financial advisors, plan providers, employers, individuals planning retirement.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 584 scored.

Applied Financial PlanningUnited States · 51-200 employeesscottsdale457.comUnited States · 51-200 employeesLund Wealth ManagementUnited States · 51-200 employeesaffordablelifeplans.comUnited States · 51-200 employeesBoyd Financial ServicesUnited States · 201-500 employeesAllegis Financial PartnersUnited States · 51-200 employees
03 — Tech stack, with the evidence

What Boldin says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

JavaScriptSoftware engineering · high confidence · 1 posting
• Working proficiency with a modern JS/TypeScript front-end framework (we use React) — comfortable contributing to the front end when the work calls for it.
Full Stack Engineer · first seen 2026-07-11
ReactSoftware engineering · high confidence · 1 posting
n, lifecycle messaging, and analytics — and we need someone who is comfortable owning that connective tissue end-to-end, from a React/TypeScript front end through a Ruby on Rails back end to the webhooks that tie external services together.
Full Stack Engineer · first seen 2026-07-11
Ruby on RailsSoftware engineering · high confidence · 1 posting
n, lifecycle messaging, and analytics — and we need someone who is comfortable owning that connective tissue end-to-end, from a React/TypeScript front end through a Ruby on Rails back end to the webhooks that tie external services together.
Full Stack Engineer · first seen 2026-07-11
TypeScriptSoftware engineering · high confidence · 1 posting
n, lifecycle messaging, and analytics — and we need someone who is comfortable owning that connective tissue end-to-end, from a React/TypeScript front end through a Ruby on Rails back end to the webhooks that tie external services together.
Full Stack Engineer · first seen 2026-07-11
Google AdsMarketing & communications · medium confidence · 3 postings
• Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
Performance Marketing Lead · first seen 2026-08-06
LinkedInMarketing & communications · medium confidence · 3 postings
• Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
Performance Marketing Lead · first seen 2026-08-06
RedditMarketing & communications · medium confidence · 3 postings
• Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
Performance Marketing Lead · first seen 2026-08-06
TikTokMarketing & communications · medium confidence · 3 postings
• Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
Performance Marketing Lead · first seen 2026-08-06
YouTubeMarketing & communications · medium confidence · 3 postings
• Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
Performance Marketing Lead · first seen 2026-08-06
ActiveCampaignSoftware engineering · medium confidence · 1 posting
• Familiarity with CRM, lifecycle, or analytics tooling (Intercom, ActiveCampaign, Segment, or similar) — these are learnable on the job.
Full Stack Engineer · first seen 2026-07-11
Amazon Web ServicesSoftware engineering · medium confidence · 1 posting
• Infra & data: AWS, plus a data pipeline for analytics
Full Stack Engineer · first seen 2026-07-11
BraintreeSoftware engineering · medium confidence · 1 posting
• Integrations: Stripe, Braintree, ChargeDesk, Plaid, Intercom, Segment, and more
Full Stack Engineer · first seen 2026-07-11
FigmaDesign & UX · medium confidence · 1 posting
• Expert in Figma, including components, variables, and shared libraries; this is where all of our design work lives
Marketing Designer · first seen 2026-09-25
IntercomSoftware engineering · medium confidence · 1 posting
• Familiarity with CRM, lifecycle, or analytics tooling (Intercom, ActiveCampaign, Segment, or similar) — these are learnable on the job.
Full Stack Engineer · first seen 2026-07-11
On the website or in DNS

Vendors whose code loads on boldin.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

04 — Hiring

6 open roles, 4 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring marketing & communications in United States →

05 — Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at Boldin, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add Boldin to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Free plan: 1,000 records, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06 — Lookalikes

Companies like Boldin

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 584 scored.

Applied Financial PlanningIndependent financial advisers · United States51-200 employees
scottsdale457.comWealth management general · United States51-200 employees
Lund Wealth ManagementIndependent financial advisers · United States51-200 employees
affordablelifeplans.comIndependent financial advisers · United States51-200 employees
Boyd Financial ServicesIndependent financial advisers · United States201-500 employees
Allegis Financial PartnersIndependent financial advisers · United States51-200 employees
07 — Profile

From the company's own website

Legal nameBoldin
IndustryTechnology & software · Retirement planning calculators
Offeringsretirement and financial planning tools · boldin ai assistant · simple retirement calculator · lifetime annuity calculator · roth conversion calculator · monte carlo analysis · 1:1 coaching sessions · classes and communities
Target customersindividuals · financial advisors · plan providers · employers · individuals planning retirement
Geographic scopeunknown · also IR
Reviews found
Public contact points2 role addresses · 0 phone numbers
Pages readprivacy, terms, home, contact
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-10-27
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

Boldin (Mill Valley, United States, 11-50 employees) has 6 open roles, 1 new in 30 days, and names 14 tools in its postings. (Breaknorm, 30 October 2026, https://breaknorm.co/company/boldin.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from boldin.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Greenhouse career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

Boldin: questions

Does Boldin use JavaScript?

Yes, by the company's own words: 1 posting name it, first seen 2026-07-11, in the software engineering team.

Is Boldin hiring?

6 open roles as of 30 October 2026, 1 opened in the last 30 days and 0 closed. The largest team hiring is marketing & communications.

Where does this profile come from?

From boldin.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Greenhouse) hourly since. Headcount is from LinkedIn.

Who should I write to at Boldin?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.

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