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Guideline Technologies

Guideline Technologies

Guideline 401(k). Helping people save for a better future. Guideline is the only 401(k) provider that doesn't charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

OverviewStructured DataIssuesContributors

Contents

guideline.com
Is a
Company
Company
Organization
Organization

Company attributes

Industry
Financial technology
Financial technology
Small business
Small business
Compliance
Compliance
Software
Software
Retirement
Retirement
Finance
Finance
Technology
Technology
...
Location
United States
United States
San Mateo, California
San Mateo, California
New York
New York
B2X
B2B
B2B
0
CEO
Kevin Busque
Kevin Busque
Founder
Mike Nelson (entrepreneur)
Mike Nelson (entrepreneur)
0
Kevin Busque
Kevin Busque
Jeremy Caballero
Jeremy Caballero
Pitchbook URL
pitchbook.com/profiles...122667-22
Number of Employees (Ranges)
201 – 5000
Number of Employees
227
Full Address
3050 S Delaware St, #202, San Mateo, CA 94403, US
CIK Number
801,338
Place of Incorporation
New York
New York
Investors
Propel Venture Partners
Propel Venture Partners
Gaingels
Gaingels
Felicis Ventures
Felicis Ventures
Lerer Hippeau
Lerer Hippeau
500 Global
500 Global
IRS Number
132,670,985
Founded Date
2015
Total Funding Amount (USD)
307,000,000
Latest Funding Round Date
June 16, 2021
Competitors
Minna Technologies
Minna Technologies
Stock Symbol
FSVP
CTO
Mike Nelson (entrepreneur)
Mike Nelson (entrepreneur)
0
Latest Funding Type
Series A
Series A
Headquarters
New York
New York

Other attributes

Company Operating Status
Active
Funding Round Investor
500 Global
500 Global
Latest Funding Round Amount (USD)
200,000,000
Public/Private
Private
SIC Code
8,700
Wikidata ID
Q1630279
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Timeline

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Funding Rounds

Products

Acquisitions

SBIR/STTR Awards

Patents

Further Resources

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Author
Link
Type
Date
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References

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