Guideline
Founded Year
2015Stage
Series E | AliveTotal Raised
$339MValuation
$0000Last Raised
$200M | 4 yrs agoRevenue
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-52 points in the past 30 days
About Guideline
Guideline provides retirement savings solutions within the financial services sector. The company offers customizable 401(k) plans for businesses, simplified employee pensioniIndividual retirement arrangement (SEP IRAs) for self-employed individuals, as well as traditional and Roth IRAs for personal retirement savings. Guideline serves the financial technology and retirement services industry, catering to businesses and individual savers. It was founded in 2015 and is based in Burlingame, California.
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Guideline's Products & Differentiators
401(k)
We offer small and midsize businesses three 401(k) plan tiers, each with a distinct set of features and benefits, and transparent monthly base fee. The specifics of each are available at Guideline.com/pricing.
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Research containing Guideline
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Guideline in 1 CB Insights research brief, most recently on Mar 22, 2023.
Expert Collections containing Guideline
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Guideline is included in 7 Expert Collections, including HR Tech.
HR Tech
5,910 items
The HR tech collection includes software vendors that enable companies to develop, hire, manage, and pay their workforces. Focus areas include benefits, compensation, engagement, EORs & PEOs, HRIS & HRMS, learning & development, payroll, talent acquisition, and talent management.
Unicorns- Billion Dollar Startups
1,270 items
Wealth Tech
2,617 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
1,247 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
SMB Fintech
2,003 items
Financial Wellness
245 items
Track startups and capture company information and workflow.
Latest Guideline News
Jan 27, 2025
Following tepid growth in October and November, the U.S. admarket had one of its best months of the year in December, propelling total 2024 ad spending up 8.5%. December expanded 13.2%, tying August and trailing only July's 15.3% growth during oferratic peaks and valleys, according Guideline's U.S. Ad Market Tracker. December's wrap-up is noteworthy given that it compares with July's and August's Olympic-boosted ad spending. The big question is whether it is a leading indicator for 2025, or a lagging one. advertisement
Guideline Frequently Asked Questions (FAQ)
When was Guideline founded?
Guideline was founded in 2015.
Where is Guideline's headquarters?
Guideline's headquarters is located at 1412 Chapin Avenue, Burlingame.
What is Guideline's latest funding round?
Guideline's latest funding round is Series E.
How much did Guideline raise?
Guideline raised a total of $339M.
Who are the investors of Guideline?
Investors of Guideline include Propel Venture Partners, Felicis, Greyhound Capital, Generation Investment Management, General Atlantic and 11 more.
Who are Guideline's competitors?
Competitors of Guideline include Icon Savings Plan, Human Interest, Vestwell, Blooom, ForUsAll and 7 more.
What products does Guideline offer?
Guideline's products include 401(k).
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Compare Guideline to Competitors
Human Interest provides 401(k) and 403(b) plans for the retirement savings industry, catering to small and medium-sized businesses. The company offers retirement savings plans without transaction fees, allowing businesses to help their employees invest for retirement. Human Interest provides technology solutions to manage the administrative and compliance aspects of retirement plans for its clients. Human Interest was formerly known as Captain401. It was founded in 2015 and is based in San Francisco, California.
ForUsAll offers a platform that enables employers to provide a modern 401(k) plan. The company offers 401(k) plans for startups and small businesses, with features such as payroll integration, the ability to add cryptocurrency to the plan, and automated administration. It caters to the startup sector, small to medium-sized businesses, and blockchain and web3 companies. The company was founded in 2012 and is based in San Francisco, California.
Wacai operates as a fintech company. It develops an online personal financial management platform that provides users with wealth management services and credit solutions. The company was founded in 2009 and is based in Hangzhou, China.
Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.
SigFig focuses on digital wealth management solutions within the financial services industry. The company offers a suite of products that facilitate effortless and compliant account opening, client onboarding, investment management, and financial planning for various financial institutions. SigFig's solutions cater to banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.
Wealthsimple operates in the investment management industry. The company offers a range of services, including managed investing, investing, and high-interest savings accounts. Its services are designed to help individuals build long-term wealth by maximizing returns and minimizing risk. It was founded in 2014 and is based in Toronto, Canada.
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