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Boldin pricing

Freemium#1 of 26 in Retirement Planning SoftwareFinancial Planning Software

Boldin costs from $144/yr on its cheapest paid plan; 2 plans in all, as listed on boldin.com — prices checked 19 Sep 2026.

9.4/10Editor score
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Boldin9.4 Visit Boldin

Boldin pricing at a glance

Plans Free plan · 14-day trialFreemium A usable free plan; paid tiers unlock the limits below. Prices checked 19 Sep 2026.
See plans on boldin.com

Boldin plans & pricing

PlanPriceKey limits
BasicFree
  • Personalized plan building
  • Planning answers
  • What-if scenarios
  • Limited Boldin AI
PlannerPlus$144/yr
  • Advanced tax projections
  • Account linking
  • Roth conversion explorer
  • Multiple scenarios and comparison
  • Monte Carlo analysis
  • Detailed budgeting and income planning

Prices as published by the vendor on boldin.com, checked 19 Sep 2026; taxes and regional pricing may differ. We do not change a plan's price or its limits — this table is what the vendor's own pricing page said on that date.

What the price includes

  • Free trial
    14 days
  • Integrations
    3 integrations: Plaid, MX, Finicity
  • Free plan
    Yes
  • Paid from
    $144/yr
  • Tax modeling
    Detailed

Our full Boldin verdict, fact sheet and score →

Prices checked by iTechGuides Editors · Editorial team · Updated Oct 2026

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