The Work Index by Flexa

Boldin

Boldin is a financial confidence platform that provides tools and resources to help individuals and businesses plan for a secure financial future.

https://www.boldin.com/
5.0

/10

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Description

Boldin is a financial technology company that provides individuals and businesses with tools and services to help them achieve financial independence and confidence. They offer a comprehensive retirement planning platform that goes beyond traditional calculators to encompass a wide range of financial factors, including income, expenses, taxes, real estate, and healthcare. Boldin also provides educational resources, coaching, and access to Certified Financial Planners to support users in making informed financial decisions.

Boldin is a mission-driven company committed to making high-quality financial guidance affordable and accessible to everyone. They believe that everyone deserves the opportunity to build a secure financial future, regardless of their income or background. Boldin is used by millions of individuals and is deployed through partnerships with major financial institutions, making it a trusted and recognized leader in the financial planning space.

Flexibility

Boldin offers a flexible work environment, with opportunities for remote work and part-time positions. This allows employees to manage their own schedules and create a work-life balance that fits their individual needs.

Benefits

Boldin offers a range of benefits to its employees including paid time off, health insurance, and a 401k plan. They are committed to providing affordable and accessible financial guidance and their mission is to help people achieve financial independence. While specific details about benefits are not explicitly mentioned, the company's commitment to its employees suggests a competitive package.

Mission

Boldin's mission is to empower individuals and businesses to achieve financial confidence and independence through affordable, comprehensive, and understandable financial planning tools and resources. Their platform provides a panoramic approach to financial planning, encompassing savings, investments, income, expenses, taxes, real estate, debt, healthcare, insurance, and more. Boldin's goal is to make high-quality financial guidance accessible to everyone, regardless of their wealth or experience, through both DIY and advisor-supported options.

Data-driven
Disruptor
Improving quality of life/health
Tech for good

Culture

Boldin fosters a culture of empowerment and accessibility, encouraging individuals to take control of their financial futures through their intuitive platform and resources. They prioritize transparency and unbiased guidance, evident in their fee-only advisory services and comprehensive educational content. A sense of community and support is also emphasized, with online forums, classes, and coaching opportunities available to assist users in navigating their financial journey.

People-first
Progressive
Supportive

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