Guideline Stock

guideline.comEnterprise SoftwareFounded: 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

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News

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.