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Guideline Stock

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

Founded

2015

Notable Investors

Tiger Global Management

Headquarters

San Mateo CA, US

Total Funding

$119M

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

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

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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