Ten to Watch in 2025: Stephen Chen, Boldin

Stephen Chen wants to get financial planning into the hands of 100 million people—and working with advisors will help him get to that goal.  

He has spent the last decade growing his consumer-focused financial planning startup Boldin—previously called ‘NewRetirement.’ Almost 400,000 consumers have accessed the platform, which provides tools for analyzing their financial wellness or building personal financial plans.

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