Steve Chen sunsets 'NewRetirement,' launches a new brand and is set to take financial planning to vast masses, starting with RIA and enterprise C-suite chats
The founder of [now] 'Boldin' got to $70 billion and 30,000 customers as a 'consumer' app but the hard pivot to -- foremost -- an enterprise platform is set to go full tilt and '10X' comes into focus.
Author Brooke Southall September 4, 2024 at 2:54 PM
Keith Girard contributed to the editing of this article.
Brian Murphy
February 17, 2025 — 11:53 PM
I wish Steve and team continued success on their path. But do recognize that people don't want financial plans, they want what good financial planning can provide them with. Solving for that is a tougher task.
