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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

$59.0M

About Guideline Stock

At Guideline, we’re creating a retirement Americans can look forward to. 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. Guideline’s software automates all the heavy lifting involved in offering a 401(k) plan - plan administration, record keeping, compliance testing, reporting and disclosures, and investment management - so employers can focus on what’s most important: their business and its employees.

Investors

Funding History

August 2015$2.0M
July 2016$7.0M
August 2017$15.0M
December 2018$35.0M

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

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.

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