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Boldin

Mill Valley, California, US Technology, Information and Internet ~86 employees boldin.com
12 verified mobile numbers

About Boldin

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII). MillionPhones has 12 verified mobile phone numbers for Boldin employees across 6 departments, helping sales teams connect with decision-makers directly.

Boldin Leadership — Direct Phone Numbers Available

COS
Danielle J. — Chief of Staff
Executive
ESD
Gerry H. — Enterprise Sales Director
Sales
COO
David R. — Chief Operating Officer
Executive
CDA
Eric T. — Chief Data Architect
Executive

Boldin Phone Numbers by Department

Department Contacts Verified Mobiles Coverage
Executive 3
79%
Engineering 2
81%
Other 2
86%
Sales 1
84%
Human Resources 1
62%
Product 1
55%

Frequently Asked Questions

How can I get phone numbers for Boldin employees?
MillionPhones has 12 verified mobile phone numbers for Boldin employees. Sign up to access direct dial numbers for decision-makers across 6 departments.
Where is Boldin headquartered?
Boldin is headquartered in Mill Valley, California, US.
How many employees does Boldin have?
Boldin has approximately 86 employees.
What departments can I reach at Boldin?
MillionPhones has verified mobile numbers for Boldin employees in Executive, Engineering, Other, Sales, Human Resources, Product departments.
What industry is Boldin in?
Boldin operates in the Technology, Information and Internet industry.