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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
Is a
Company
Company
Organization
Organization
B2X
B2B
B2B
1
CEO
Kevin Busque
Kevin Busque
CIK Number
801,338
Company Operating Status
Active
Competitors
Minna Technologies
Minna Technologies
Crunchbase URL
crunchbase.com/organiz...gies-inc
CTO
Mike Nelson (entrepreneur)
Mike Nelson (entrepreneur)
2
Founded Date
2015
Founder
Mike Nelson (entrepreneur)
Mike Nelson (entrepreneur)
2
Kevin Busque
Kevin Busque
Jeremy Caballero
Jeremy Caballero
Full Address
3050 S Delaware St, #202, San Mateo, CA 94403, US
Headquarters
New York
New York
Industry
Financial technology
Financial technology
Small business
Small business
Compliance
Compliance
Software
Software
Retirement
Retirement
Finance
Finance
Technology
Technology
401k
401k
‌
Elder technology
Funding Round Investor
500 Global
500 Global
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
Latest Funding Round Date
June 16, 2021
Latest Funding Round Amount (USD)
200,000,000
Latest Funding Type
Series A
Series A
LinkedIn URL
@company/guideline
Location
United States
United States
San Mateo, California
San Mateo, California
New York
New York
Number of Employees
227
Number of Employees (Ranges)
201 – 500
1
Pitchbook URL
pitchbook.com/profiles...122667-22
Place of Incorporation
New York
New York
Public/Private
Private
SIC Code
8,700
Stock Symbol
FSVP
Total Funding Amount (USD)
307,000,000
Twitter URL
@guideline401k
Official Website
guideline.com
Wikidata ID
Q1630279
CFO
Request Data
COO
Request Data

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