We’re excited to share some news: Boldin has been named one of America’s fastest-growing private companies by Inc. magazine!
This recognition is a huge milestone for us — but it’s also a celebration of you, our Boldin community. Your trust, feedback, and commitment to building your financial future with us are what made this growth possible.
From a Simple Spreadsheet to a National Impact
Boldin started with a real-life problem to solve. Our 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.
Why Growth and Recognition Matter
Earning a spot on the Inc. 5000 isn’t just a number — it means we’re reaching more people with tools that turn long-term goals into actionable plans. Growth gives us the resources to innovate faster, refine our platform, and make planning more comprehensive, accessible, and affordable.
“Our inclusion on the Inc. 5000 is exciting because it represents the 5,000 fastest-growing companies in the U.S.,” says Boldin founder Steve Chen. “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.”
Looking Ahead
We’re proud of what this recognition represents: a growing movement toward financial planning that empowers people to take control of their own future. And we’re committed to building on this momentum — together with our team, our partners, and our community.
Here’s to your chapter, and ours.
Start your Boldin Retirement Plan today!
Check out the full Inc. 5000 list here.
