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BrandsBoldin Advisors

How AI describes Boldin Advisors

Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this

Boldin Advisors logoBoldin Advisorsboldin.com

Boldin offers DIY retirement and financial planning software (the Boldin Planner) with an AI planning assistant to run what-if scenarios using your actual data. It uses a panoramic approach beyond traditional retirement calculators, modeling taxes, Social Security, real estate, healthcare costs, long-term care, debt, and more, with real-time monitoring and visual insights. The platform provides coaching, classes, community, and CFP®-level guidance from Boldin Advisors, plus specialized calculators and resources.

Parse Score

66.2

#22 of 128 in Online Stock & Options Brokers

Strength57
Reach49
Authority41

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Words AI uses

AI reaches for specialized · dedicated · detailed when it describes Boldin Advisors.

Sources

reddit.com shapes more of what AI says about Boldin Advisors than any other source, at 15% of its citations.

incomelaboratory.com · boldin.com · quicken.com · gainbridge.com

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The market map

Online Stock & Options Brokers →
1%2%5%10%20%50%Category leadersSpecialistsIn the mixLong tailNamed in more AI answers →Appears earlier in the answer →Fidelity Investm…Charles SchwabInteractive Brok…RobinhoodWebullMorgan StanleyVanguard Investm…SoFiMerrill EdgetastytradePublicBettermentMoomooTradeStationBoldin Advisors

Where AI ranks Boldin Advisors

Online Stock & Options Brokers#22
#30
#109
Prompt
Prompt visibility
For a near-retiree, which brokerage offers the best tools for planning Roth conversions and required minimum distributions?8.4
What are the best tools for tracking my progress toward financial independence?4.8
what financial modeling software should I use?0.3