Guideline Stock

guideline.comEnterprise Software / Business OperationsFounded: 2015Funding to Date: $355.82MM

Guideline is the provider of a comprehensive resource for custom business research services serving a range of industries, including financial services, healthcare, insurance, advertising, and pharmaceutical. The company's technology incorporates a participant's financial ecosystem, making recommendations and adjustments on an ongoing basis, enabling users to optimize their retirement potential plan and save for the future.

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Management Team

Jeff Rosenberger Ph.D
Chief Operating Officer
Qian Liu Ph.D
Chief Data Officer
Mike Nelson
Chief Technology Officer & Co-Founder
Carol Ho JD
Chief Compliance Officer & General Counsel
Kevin Busque
Co-Founder & Chief Executive Officer
Jeremy Caballero
Co-Founder & Chief Product Officer
Aras Kolya
Chief Revenue Officer

Board Members

Ryan Gilbert
Propel Venture Partners
Aydin Senkut
Felicis Ventures
Aaron Goldman
General Atlantic

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Last Round Est. Valuation
Last Round Est. Valuation
Last Round Est. Valuation
Last Round Est. Valuation
Last Round Est. Valuation
Last Round Est. Valuation

News Highlights

Small Business 401 (K) Provider Guideline Now Has A Valuation Of Close To $500 Million
Despite a global pandemic that’s taking a huge toll on the nation’s small businesses, Guideline, the 401 (K) plan provider was able to raise more than $80 million in fresh capital at a valuation of close to $500 million.
Exclusive: Startup Raises $35 Million To Make 401(k) Fees Cheaper
If you work at a big company, access to a 401(k) retirement plan is a given. But only about half of U.S. small businesses offer them. Silicon Valley startup Guideline is trying to change that, offering 401(k) plans with extremely low fees. It just landed $35 million in venture capital, led by Tiger Global Management, and it has more than doubled its business over the past year.
Guideline Raises $15m in Series B Financing |FinSMEs
Guideline, a Burlingame, CA-based provider of an all-inclusive 401(k) plan for growing businesses, raised $15m in Series B financing. The round was led by Felicis Ventures. In conjunction with the funding, Felicis Founder and Managing Director, Aydin Senkut, joined Guideline’s Board of Directors. The company intends to use the funds to continue to expand operations. …
Updated on: Sep 21, 2023