Boldin
8.0#1 in retirement planning softwareFrom $168 a yearFree planAndroidiOSWebAPI
VisitBoldin vs Moneytree
What both publish
| Fact | Boldin | Moneytree |
|---|---|---|
| Account aggregation | Account linking uses Plaid, MX and Mastercard Finicity to keep balances updated. | Integrations with Aqumulate, MX, BNY Mellon Pershing X, and Schwab connect account or investment information with Moneytree. |
| Headquarters | Mill Valley, California, United States | Muncie, Indiana, United States |
| Security | Boldin says browser-to-server communication uses 256-bit encryption and employees cannot access users' credentials. | Moneytree says personal information is kept on servers in a controlled, secure environment and that its data storage facilities and engineering are located exclusively in the United States. |
Boldin plans
- BasicFree
- PlannerPlus$168 a year
- Boldin Advisors$3,200, paid once
Moneytree plans
- Essential$1,195 a year
- Elite$2,195 a year
- EnterprisePriced on request
Pick Boldin if…
Boldin suits individuals who want to plan household finances across income, taxes, benefits and other listed areas. It may also suit users who want to explore scenarios, provided they account for linked-account modeling limits.
Pick Moneytree if…
You want what its maker publishes above — check its page for the details.