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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Guideline is not publicly traded on NYSE or NASDAQ in the U.S. To buy Guideline’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.
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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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Guideline does not have an official ticker symbol because this company is not currently publicly traded.
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News Highlights

Jeff Rosenberger and Guideline’s mission to provide 401(k)s to small businesses
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.
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.
Updated on: Apr 18, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.