Boldin
Under review· 2Retirement planning software with tax optimization, Monte Carlo simulations, and AI guidance.
Active plans
3
Total changes
3
Last change
Jul 3, 2026
Price trend
What we know about Boldin’s pricing
Moderately activeChanges in 12 months
3
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Middle of the pack for Finance & Accounting (1692 compared)
Current pricing
Basic
monthlyFree
- Build a personalized plan
- Try what-if scenarios
PlannerPlus
monthly$12/mo
$12/month
- yearly$144/yr($144 billed annually)
- Unlimited Boldin AI
- Monte Carlo analysis
Price history
Last 3 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jul 3, 2026 | Boldin Advisors | new plan | — | $3,200 | — |
| Jul 3, 2026 | PlannerPlus | new plan | — | $12 | — |
| Jul 3, 2026 |
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