search

Boldin

Claimed vendor Claimed
Reviews pending

Boldin Products (3)

   
search

Financial Coaching
search

Financial Education
search

Financial Wellness

Product Description

Show More

About this product

×

Min. Group Size

500 eligible

Lives Serviced

2,000,000

Average Cost

Average Cost is Locked

33 RFI Questions RFI questions

RFI questions number is Locked

13 Specific Questions Specific Questions tooltip

Lock

Product Features

✓

Goal setting and tracking

 ✓

One-on-one financial coaching - virtual

 ✓

Mentor/Coach matching
✓

Budget tool

 ✓

Cashflow tool

 ✓

Accredited financial coaches
Show All Features

Product Features

×

Not Provided.

Boldin Info

Founded:

01/2016

Funding Summary:

Not Provided

Location:

Mill Valley, CA

Links:

Employees:

60
Originally established as a D2C solution, providing a financial plan to over 500k consumers; Boldin has established workplace offerings through institutions, advisors and brokers serving more than 2M participants.

Streamline Your Vendor Selection

Our team of experts can help you choose the right vendor for your business. Let’s get in touch!