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Guideline Stock
All-Inclusive 401(k) & Full-Stack Solution
About Guideline Stock
Guideline is a 401(k) provider that claims to not charge participants any fees on investments, regardless of the value of their assets or retirement account balance. For employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. Guideline’s software aims to automate plan administration, record keeping, compliance testing, reporting and disclosures, and investment management in offering a 401(k) plan.
Guideline was founded in 2015 and is headquartered in San Mateo, California.
Source: Guideline
Investors
BoxGroup
Scopely, Dataminr, Blue Apron, Plaid, Zipline, Matterport, Flatiron Health, PillPack, Guideline, MIRROR
Felicis Ventures
Wish, Opendoor, Dollar Shave Club, Scopely, Guardant Health, Fitbit, Plaid, Jam City, Adyen, Chegg
New Enterprise Associates
Jet, Robinhood, Bloom Energy, Opendoor, Letgo, Automation Anywhere, Databricks, 23andMe, Box, Welltok
Red Swan Ventures
Oscar Health, Procore Technologies, Scopely, Betterment, Matterport, SeatGeek, AltSchool, Guideline, Grovo, Mic Network
Tiger Global Management
Flipkart, JUUL, Grab, Quikr, Palantir Technologies, Avant, Pure Storage, Databricks, Toast, Square
Funding History
| July 2016 | $12.8M |
|---|---|
| August 2017 | $17.5M |
| December 2018 | $39.2M |
| March 2020 | $50.0M |
Management
Co-Founder & Chief Executive Officer
Kevin Busque
Co-Founder & Chief Technology Officer
Mike Nelson
Co-Founder & Chief Product Officer
Jeremy Caballero
Chief Operations Officer
Jeff Rosenberger
Chief Data Officer
Qian Liu
Chief Compliance Officer
Carol Ho
Chief Customer Officer
Jason Williams
VP, Product
Thomas Buley
VP, Strategic Partnerships
Bakari Brock
VP, Engineering
Alex Balva
Press
Forbes - Dec, 12 2018
Forbes - Aug, 8 2017
TechCrunch - Aug, 8 2017
valuepenguin - Aug, 7 2017
Other Companies
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Some data provided by Crunchbase
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