I've been using Boldin for several years now. It helped me be confident in starting early retirement last year at 59! I LOVE being retired! Using the Boldin scenarios, I gave myself 2 (working) years... See more
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
Boldin is a very robust tool if you want to take control of your financial future. You don't have to do it alone. There are one-on-one coaches, on-demand classes and an extremely powerful AI. The team... See more
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I used spreadsheets for retirement preparation and felt ok with my numbers. After using the free trial of New Retirement I was sold with the depth of information and ease of making changes. I signed u... See more
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I am neither a financial nor a tech-savvy person. With Boldin I quickly got a great feel for where my retirement scenarios will end up. It's a peace of mind rather than a worry-and-hope. Also, w... See more
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Company details
- Alternative Financial Service
- also in
- Business and IT Consulting Agency
- Financial Planner
- Internet Marketing Service
Written by the company
Boldin is a comprehensive financial planning platform on a mission to help anyone get confident and achieve financial independence — so they can make the most of their money and time. Used by millions of individuals seeking unbiased, technology-driven guidance, Boldin gives people the tools to build a complete, personalized financial plan. Over 450,000 individuals have built full plans on the platform, and 85% of users report feeling more confident about their money after using it. What sets Boldin apart is the depth and breadth of planning in one place. The software goes well beyond savings to cover Social Security, taxes, healthcare, real estate, debt, cash flow, insurance, and longevity — helping users model scenarios, stress-test decisions, and explore strategies like Roth conversions and withdrawal sequencing. AI-powered guidance, interactive visualizations, and educational classes make complex decisions easier to navigate. For those who want extra support, Boldin offers digital coaching and access to CERTIFIED FINANCIAL PLANNER® professionals through Boldin Advisors — pairing the affordability of technology with the reassurance of human expertise. Whether planning for retirement, a major life transition, or long-term financial wellness, Boldin helps people take ownership of their financial future.
Contact info
1 Belvedere Drive, Suite 200, 94941, Mill Valley, United States
- customer_service@boldin.com
- www.boldin.com
4.7
Excellent
233 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 50% of negative reviews
Typically replies within 24 hours
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Continuing to improve user experience…
Continuing to improve user experience with graphs, AI and What If scenarios.
28 October 2026
Reply from Boldin
Thanks so much! We’re always improving and hope to earn that 5th star soon.
They are a good company that are…
They are a good company that are helping many people manage their own retirement. They lead the industry in innovation and development of their product.
28 October 2026
Reply from Boldin
This made our day. Thank you! We’re always here if you need us.
Lacks npv aka time value of money
Overall it provides retirement estimates, albeit after a very complicated and difficult setup. It does not appear to use npv which will underestimate the time value of money.
28 October 2026
Reply from Boldin
Thank you for the feedback. We know setup can take time, and we’re working to make it easier. You can view your projections in today’s dollars, which adjusts future values for inflation. If you’d like help with setup or with how the numbers are calculated, our support chat in the app is included with your membership.
The Boldin Team
It's a very powerful tool that helps me…
It's a very powerful tool that helps me manage my future.
28 October 2026
Reply from Boldin
Love hearing this. Thanks for the 5 stars!
Boldin continues to improve its…
Boldin continues to improve its offerings to provide a more holistic approach to the financial health of its members.
28 October 2026
Reply from Boldin
We appreciate you! Thanks for being part of the Boldin community.
Great software from a retired CFP
Great software from a retired CFP. Thanks for all you do for the DIY folks as well as those using your planning service.
28 October 2026
Reply from Boldin
Five stars from you means a lot. Thank you!
Comprehensive Platform and Insight to the whole
I appreciate Boldin's comprehensive approach, including all the significant factors and variable of a retirement plan. The plan provides a view of whole picture, taxes, income, social security etc. The explorer options and multiple scenario functions allow the user to experiment and test the plan(s).
28 October 2026
Reply from Boldin
Thank you for taking the time to leave a review! We’re so glad Boldin’s scenarios are helping you test ideas before you make big decisions.
Simple and powerful for DIY retirement planning
Straightforward process to enter data, flexible scenario generation, clear visuals to explain results and powerful AI feature to dig deeper and ask “what if”.
28 October 2026
Reply from Boldin
We appreciate you taking the time to leave 5 stars! We’re glad you’re getting so much out of Boldin’s planning tools. Don’t hesitate to reach out if you ever need a hand.
Great Tool - gives confidence
Boldin has been extremely helpful in creating our retirement financial plan. The plan has given us a high degree of confidence as we are now 6 months into retirement and starting to live our dreams. For us the ROTH conversions tool along with the IRMA. RMD and tax estimates have been especially helpful in establishing our longer term plan and save on taxes.
27 October 2026
Reply from Boldin
We really appreciate your kind words! Knowing you feel more prepared in retirement means a lot to our team. We’re here whenever you need us.
Overall Boldin is a very useful tool.
The app is excellent! The videos and articles are very well done and helpful. When I have engaged with people for consultation they have been good, not exceptional.
28 October 2026
Reply from Boldin
Thanks so much for sharing your experience! If you have ideas on how we can improve, our team is always listening.
I love being able to run scenerio's on…
I love being able to run scenerio's on my own without having to go back and ask my financial planner.
28 October 2026
Reply from Boldin
Thank you for the great review! We’re glad you’re enjoying building scenarios and seeing how different choices play out. Reach out anytime if you want help exploring more options.
The Boldin app is a great value
The Boldin app is a great value! It has paid for itself many times over - in terms of money saved, anxiety quelled, problems solved, hidden gotchas revealed and questions answered!
28 October 2026
Reply from Boldin
Thank you for taking the time to share this! We’re so glad Boldin helps you feel better about retirement planning. Our team is always here to support you.
Great weekly articles
Great weekly articles. Great training sessions. Great user community and support for it. Great pace of tool improvement. And great policy for holding renewal price to the initial rate you bought in at.
28 October 2026
Reply from Boldin
Thank you so much for the great review! We’re always working to make Boldin even better, and we’d love to hear what would make it a 5-star experience for you.
The AI resource is great
The AI resource is great. I use it in conjunction with Chat GPT and my confidence in retirement has increased 100%.
28 October 2026
Reply from Boldin
Thank you! It’s great to hear the projections are giving you confidence that your plan is on track.
Its s great tool love it
Its s great tool love it, I actually prefer it over a finacial advisor. I have recommended it to ithers many times over the last few years
28 October 2026
Reply from Boldin
Thank you for the recommendations! We're glad to have you part of the Boldin community.
Reply from Boldin
Thank you for your review! We’re continuing to improve it, so there’s even more to come.
This is a great platform
This is a great platform! I can see my status in one place in real time. I can change expectations and see the impact. Everything just works! And, they're constantly updating it's capabilities. Although I haven't attended classes or used their expert help, I love that they make this available.
27 October 2026
Reply from Boldin
What a great review to read. Thank you! We’re so happy to be part of your retirement journey, and we’re here whenever you need us.
Reply from Boldin
Thanks for the 5 stars! Happy planning!
Best financial planning tool on the planet.
Best financial planning tool on the market! I've tried countless others over the past several years and NOTHING comes close. Robust. Flexible. Usable. Reasonably priced. I would not be where I am today without it.
27 October 2026
Reply from Boldin
Thanks so much for the support! Reviews like yours keep our team motivated to keep making Boldin better.
Reply from Boldin
Thank you! Hearing that you feel more confident about your future is exactly why we do what we do.
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