<ul><li>Boldin, formerly NewRetirement, is a financial planning platform aimed at providing financial confidence to users.</li><li>The company focuses on making the process of building wealth and financial security accessible to anyone through free/low-cost software, classes, coaching, and a community.</li><li>Boldin's approach disrupts traditional financial service models by offering a subscription-based platform with a fixed and transparent cost, rather than unexpected fees based on transactions and assets.</li><li>The company measures success through monthly active users, emphasizing its mission to help people gain financial confidence and access financial planning.</li></ul>

"Our approach has been disrupting traditional financial service models." says Boldin CEO/Founder

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