Bolder for Community Banks

Become a Bolder Community Bank

Provide customers and their families with top-class financial coaching to help them unlock their financial potential, pay down debt, and build wealth.

Use Bolder to deepen member relationships, retain deposits, and attract new family accounts.

Get In Touch

The Low Down

Your Customers are Suffering in Silence

All my friends are doing so much better with money, I feel like a failure 😔

How do I tell my family about my credit card debt!? 🫣

I feel so guilty about my shopping, but I can’t stop...😬

52 %

of Americans have cried at some point in their life because they didn’t have enough money

77 %

Of consumers say money worries keep them up at night

19 m

Americans struggle with shopping addiction

Join the Bolder Movement

Don't take it from us, hear it from them

We mean serious business and want the best results from all of our Bolder members. Real users, real success stories.

Read Success Stories

Working with Emily is amazing. It's going to take me a while to pay down my debts, but I have a plan for doing so that makes me feel motivated and empowered. Most importantly, it's not a plan that makes me feel deprived or ashamed.

Carolyn L.

member for

4 months

Claire just knows how to get on your level! She’s so relatable and VERY smart.

I never feel overwhelmed working on my money with her. I have a solid plan for my finances now, and have made huge strides! Like emergency money and paying off tons of debt. Forever grateful for my coach!

Natasha

member for

1 year

Brittany helped me get stable after a relationship ended. I had relied on that person for my financial stability and built nothing for myself. She got me to figure out what my dream life looked like and so far I’m super organized, have saved over $3k, opened lots of different savings accounts, and have started paying off my debt!

Aliya

member for

2 months

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We’re Your Secret Superpower

We provide thoughtful financial guidance and support so that your members become more confident financial citizens.

Increase Client Deposits

Coaches help consumers to increase their participation in financial products - save more, invest more frequently

Expand Product Sales

Coaches help consumers to increase their participation in financial products - save more, invest more frequently

Better
Lending

Offer financial coaching as part of loan issued, to ensure consumers are able to payback, and reduce possibility of default

Capture Declined Pipeline

Bolder Money coaches clients that don’t qualify for a product or loans, helping them improve their financial circumstances and return

Acquire New Customers

From women, to underbanked, and new 1099 customers. Offering Bolder Money as a perk for business or personal accounts

The Low Down

How Bolder works

Join Bolder Money and empower your financial future.

STEP 1

Pick your coaching style

Start by taking our quiz to get a personalized read on how we can help you.

Take the Quiz

STEP 2

Complete your 1:1 onboarding

Talk to a compassionate money coach who has your back from day one.

STEP 3

Join the community

Learn from members and coaches, access on-demand lessons, and money meditations. Collaborate, learn, and grow.

STEP 4

Get coaching

Choose what works for you, work 1:1 with your personal money coach, or join our group coaching sessions.

STEP 5

Achieve your goals

Work with coaches to build your wealth, fix your financial health, and be Bolder.

Join the Bolder Movement

Deliver real, meaningful impact for members

We combine practical financial guidance with behavioral and emotional support to help members achieve your goals.

More confident and financially literate customers.

Wealthier, and actively participating in wealth building.

Achieving their financial, and life goals.

Making full use of financial products available to them.

Access to personalized guidance, with less work for you.

Powerful group coaching sessions

Supportive and judgement-free community

Get In Touch

Join the Bolder Movement

A differentiated, profitable model

We combine practical financial guidance with behavioral and emotional support to help members achieve their goals.

More deposits, and profits.

More engaged customers using more financial products, more deeply.

Acquire emerging, and underbanked customers.

Retain customers, and compete against fintechs and neobanks.

Real impact on community, and position your institution at the forefront of financial wellness and financial literacy.

Get In Touch

There are critical consumer needs that Bolder addresses.

Need

Bolder

Financial Advisors

Setting long term life & financial goals

Guidance to achieve long term life & financial goals

Support managing financial stress & anxiety

Budgeting income, and spending intentionally

Building businesses and side hustles to grow your income

Managing money at work, getting a raise, switching jobs

Building emergency funds & funding other goals

Paying down debt

Learning how to invest, choosing the best way to invest

Retirement planning

Cost & Fees

$49/month

>$1500/year

Minimum fees percentage of your assets under management (AUM)

Prequalification: Minimum income & net worth requirements

None

Need to be earning at least $100k, and have investable assets of $100k+

24/7 chat coaching and guidance

Access to expert-led money masterclasses

Get In Touch

Reach out to discuss how we can help your members.

Provide members and their families with top-class financial coaching to help them unlock their financial potential, pay down debt, and build wealth.

Use Bolder to deepen member relationships, retain deposits, and attract new family accounts.

Become a Bolder Community Bank

Your Customers are Suffering in Silence

52

%

77

%

19

m

Don't take it from us, hear it from them

We’re Your Secret Superpower

Increase Client Deposits

Expand Product Sales

Better Lending

Capture Declined Pipeline

Acquire New Customers

How Bolder works

Pick your coaching style

Complete your 1:1 onboarding

Join the community

Get coaching

Achieve your goals

Deliver real, meaningful impact for members

A differentiated, profitable model

There are critical consumer needs that Bolder addresses.

Reach out to discuss how we can help your members.

No BS. Just good emails.

Better
Lending