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Guideline Stock

All-Inclusive 401(k) & Full-Stack Solution



Notable Investors

Tiger Global Management


San Mateo CA, US

Total Funding


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


Funding History

July 2016$12.8M
August 2017$17.5M
December 2018$39.2M
March 2020$83.7M
October 2020$3.0M
April 2021$200M


Chief Executive Officer

Kevin Busque

Chief Technology Officer

Mike Nelson


Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Guideline or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

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