Stephen Chen Aims to Transform Financial Planning with Boldin's Ambitious Outreach

Portfolio - People | Dec 11, 2024 | DFJ Frontier

Stephen Chen Aims to Transform Financial Planning with Boldin's Ambitious Outreach

Stephen Chen, the force behind the financial planning startup Boldin, formerly known as NewRetirement, aims to bring financial planning tools to 100 million consumers. Supported by his work with advisors and the backing of PE firm DFJ Frontier, Chen has already reached close to 400,000 users. His decade-long efforts focus on democratizing financial wellness by providing robust analytical tools and resources for individual financial planning.

Sectors

  • Financial Technology
  • Private Equity

Geography

  • United States – Boldin is a US-based company, and the profile highlights a key participant in the American fintech landscape.

Industry

  • Financial Technology – Boldin is a fintech company providing financial planning tools, indicating its primary involvement in software solutions designed for personal financial management.
  • Private Equity – DFJ Frontier's involvement in funding Boldin indicates its role in venture capitalism and private equity sectors.

Financials

    Participants

    NameRoleTypeDescription
    Stephen ChenFounder and CEOPersonThe founder and CEO of Boldin, leading efforts to expand the platform's reach and impact.
    BoldinTarget CompanyCompanyA financial planning startup aiming to increase its user base and impact in the financial wellness space.
    DFJ FrontierPrivate Equity FirmCompanyA private equity firm supporting Boldin's growth and expansion goals.