3,204. Boldin

Mill Valley, Calif.-based Boldin ranked 3,204 on the 2025 Inc. 5000 with 125% 3-year growth.

Founded in 2015 as NewRetirement, Boldin started with a real-life problem to solve. Founder Steve Chen saw his mom worrying about retirement, and he wanted her to feel secure and confident about the future. Unable to find affordable, holistic advice, he built the tools himself—and discovered a way to turn uncertainty into clarity.

What began as one plan for one person has grown into Boldin, now helping hundreds of thousands create retirement plans that reflect their resources, values, and dreams—so they can move forward with confidence.

“Our inclusion on the Inc. 5000 is exciting because it represents the 5,000 fastest-growing companies in the U.S.,” Chen said. “There are about 33 million private companies, and only 0.015%—about 1 in 6,700—make this list. We hope our work to democratize financial planning and advice, which is both a huge problem and a huge opportunity, keeps us on this list for years to come.”

SEE ALSO:
• NewRetirement Becomes Boldin

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