Boldin vs My Secure Advantage®

Compare and evaluate Boldin vs My Secure Advantage® based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Boldin offers Financial Coaching, Financial Education to companies with 2,000,000 employees. My Secure Advantage® offers Financial Coaching, Financial Education, Cash Flow & Budgeting to companies with 32,000,000 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Boldin

Reviews pending

Product Description

Boldin

-

My Secure Advantage®

MSA (My Secure Advantage) is passionately committed to eradicating financial stress in the workplace. For 40 years, we’ve helped over... Show More

Min. Group Size

Boldin

500 eligible

My Secure Advantage®

100 eligible

Lives Serviced

Boldin

2,000,000

My Secure Advantage®

32,000,000

Product Specific Features

Boldin

Not offered

Financial health assessment

Not offered

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

Not offered

On-site group workshops

✓

Budget tool

✓

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

Not offered

Debt management counseling

Not offered

Courses administration

My Secure Advantage®

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

Features

Boldin

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

My Secure Advantage®

✓

Global Capabilities

Not offered

iOS Native Application

Not offered

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

3rd Party Integrations

Official Resources

Boldin

My Secure Advantage®

Media

Boldin

My Secure Advantage®

About

Boldin

Originally established as a D2C solution, providing a financial plan to over 500k consumers; Boldin has established workplace offerings through... Show More

My Secure Advantage®

My Secure Advantage's (MSA) holistic 3-pillar solution empowers members to take control of their finances, build lasting skills, and achieve... Show More

Founded

Boldin

01/2016

My Secure Advantage®

1986

Location

Boldin

Mill Valley, CA

My Secure Advantage®

Roseville, CA

Employees

Boldin

60

My Secure Advantage®

100

Funding Summary

Boldin

Not Provided

My Secure Advantage®

None

Website

Reviews

Boldin

0.0 (0)

My Secure Advantage®

4.0 (6)

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