DIY retirement planning with confidence
Boldin (newretirement.com) scores 87 out of 100 on Brand Analyzer, placing it in the Strong Brand tier among Finance brands, SaaS brands, in the 96th percentile of 17227 Finance brands.
Boldin, accessible via newretirement.com, is a DIY retirement and financial planning platform. It provides tools that go beyond a basic retirement calculator, integrating taxes, income, real estate, and investments to help users build custom financial plans and run what-if scenarios. The platform serves both self-directed users and those who want occasional support from CERTIFIED FINANCIAL PLANNER® professionals. Boldin positions itself as a comprehensive, customizable alternative to simpler retirement calculators, targeting individuals who want detailed control over their retirement and financial planning process.
| Brand Name | Boldin |
|---|---|
| Domain | newretirement.com |
| Industry | Finance, SaaS |
| Main Competitors | Empower (Personal Capital) (87/100), MaxiFi Planner (78/100), ProjectionLab (73/100), RightCapital (82/100), Betterment (89/100), Wealthfront (92/100) |
Moz Domain Authority 50/100 vs category average 39 / leader 95 - a strong backlink profile, so AI systems frequently encounter mentions of the brand.
Ranked #498,616 on the Tranco list of most-visited sites - modest traffic makes the brand easy for AI models to overlook.
No Wikipedia presence was found - a major gap, since Wikipedia is among the most heavily weighted sources in AI training data.
The homepage meta description reads "More than a retirement calculator. DIY retirement and financial planning tools to build custom plans, run what-if scenarios, and plan with confidence." (Meta description: 22 words (ideal length). OG description present and descriptive) - this is the summary AI engines are most likely to quote.
Structured data on the homepage: 1 JSON-LD block(s), Organization schema, Breadcrumb/Website schema, og:title, og:description, og:image, og:type, Twitter cards, canonical. Adding FAQ schema would further help AI crawlers parse the brand's identity.
AI-crawler access: robots.txt present, no AI bot restrictions - robots.txt controls whether engines like GPTBot and ClaudeBot can read the site at all.
Detected tech stack: Cloudflare.
Social footprint: verified profiles on Facebook, Instagram, LinkedIn, YouTube, X (Twitter), GitHub - consistent profiles reinforce the brand's identity across the web.
0 Reddit mentions - community discussion signals real-world reputation to AI models.
Live results from asking a general-purpose AI assistant about the brand, checked October 2026.
When asked "What is Boldin?", Claude could identify the brand as of October 2026. Boldin, formerly known as NewRetirement, is a retirement planning platform that offers detailed financial planning tools letting users model retirement scenarios, Social Security timing, withdrawal strategies, and long-term cash flow projections. It's aimed at DIY planners and fi Best known for its comprehensive, highly customizable retirement planning and financial modeling software.
When asked "Best brands similar to Boldin?", Claude would recommend Boldin as of October 2026. It's a well-regarded tool among DIY retirement planners for its depth and flexibility compared to simpler calculators.
Common questions people ask in Google, ChatGPT, Claude, Gemini, Perplexity, and other AI search engines.
Boldin's main competitors in Finance: Empower (Personal Capital) (87/100), MaxiFi Planner (78/100), ProjectionLab (73/100), RightCapital (82/100), Betterment (89/100).
Sources: Brand Analyzer scan
Boldin has limited AI-search visibility, scoring 46/100 on Brand Analyzer's AI visibility composite (visibility 20, trust 61, recommendation 73). This estimates how likely AI engines like ChatGPT, Claude, Gemini and Perplexity are to know, trust, and recommend the brand.
Sources: Boldin official site
Boldin offers DIY retirement and financial planning tools that allow users to build custom financial plans, run what-if scenarios, and analyze taxes, income, real estate, and investments. It also provides optional access to CERTIFIED FINANCIAL PLANNER® professionals for additional guidance.
Sources: Boldin official site
Boldin scores 73/100 on Brand Analyzer's AI recommendation signal, indicating it is reasonably likely to be surfaced when AI assistants like ChatGPT suggest Finance options. Recommendation depends on crawlability, structured data, and category authority.
Sources: Boldin official site
Boldin is a DIY retirement and financial planning platform, found at newretirement.com, that offers tools to build custom financial plans and run what-if scenarios covering taxes, income, real estate, and investments.
Sources: Boldin official site
Boldin provides software tools that allow individuals to create comprehensive, customized retirement and financial plans. It integrates factors like taxes, income sources, real estate, and investments, and lets users test different scenarios. Users can work independently or get support from CERTIFIED FINANCIAL PLANNER® professionals.
Sources: Boldin official site
Boldin can improve AI discoverability by strengthening structured data (Organization and FAQ schema), maintaining an accurate Wikipedia/Wikidata entity, earning authoritative citations, and keeping content crawlable for AI bots. Brand Analyzer measures these as visibility, trust, and recommendation signals.
Sources: Boldin official site
Boldin is used by individuals planning for retirement who want detailed, customizable financial planning tools. This includes self-directed DIY planners as well as those who occasionally seek professional financial advice.
Sources: Boldin official site
Boldin is known for offering a more comprehensive, customizable alternative to standard retirement calculators, combining DIY financial planning tools with optional access to certified financial planner support.
Sources: Boldin official site
Boldin scores 46/100 for AI visibility - how well ChatGPT, Claude, Perplexity and Google AI Overviews can discover, identify and cite the brand.
Boldin has a limited AI-visibility profile at 46/100 - a proxy for how readily ChatGPT, Perplexity and Google's AI Overviews can recognise and cite it. Its strongest area is recommendation likelihood (73/100) and its weakest is visibility (20/100). It benefits from a Wikidata knowledge-graph entry, a global traffic rank of #498,616 (Tranco) and a Moz Domain Authority of 50/100. The main gaps holding it back: no clear Wikipedia entity to anchor it in LLM training data and no llms.txt to steer AI to its best pages. In a live check, Claude could already identify Boldin from memory (October 2026) - a sign these signals are paying off.
The score combines seven dimensions - name quality, digital presence, visual identity, messaging clarity, trust foundation, AI discoverability, and brand authority - into a single objective benchmark.
Ranked closest to Boldin: NetSuite (87/100), Nequi (87/100), Newton (87/100), Federal Reserve Bank of New York (87/100).
A step up - brands to learn from: Yuga Labs (91/100), YNAB (91/100).
Category leader: Stripe (97/100).
Brand Analyzer is built by DataEase AI. Track your brand in ChatGPT, Gemini and Perplexity.