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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Team

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

Guideline stock FAQs

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Can you buy Guideline stock?

As Guideline is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like Guideline, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy Guideline stock?

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Can you sell Guideline stock?

Yes, you may be able to sell your Guideline stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Guideline stock?

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  2. Indicate your interest to sell your Guideline stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is Guideline a public company?

No, Guideline is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Guideline’s stock price?

Guideline is a privately held company and therefore does not have a public stock price. However, you may access Guideline’s private market stock price with Forge Data.
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What is Guideline’s stock ticker symbol?

Guideline does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
Guideline was founded by a former TaskRabbit executive who, exasperated by the experience of finding a retirement plan for a rapidly growing technology startup, decided to build a digital record record keeper from the ground up. Rosenberger joined in 2016 to bring in more experience with financial products. Since launching in 2015, Guideline has grown to 40,000 customers and $9 billion in assets under management.
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.
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, 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: Jul 26, 2024

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