Guideline

Guideline

Guideline is the 401(k) provider of choice for small businesses. Its software automates the heavy lifting involved in offering a 401(k) 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. Guideline also doesn’t charge employees any fees on investments. For employers, Guideline offers monthly pricing, in contrast to the asset-based fee model predominant in the industry.

Total funding
~$339M
HQ 🇺🇸
San Mateo, United States
Year founded
2015
Status
Alive
People
Kevin Busque
Founder, Chief Executive Officer
Jeremy Caballero
Founder, Chief Product Officer
Mike Nelson
Founder, Chief Technology Officer
Jeff Rosenberger
Chief Operating Officer
Carol B. Ho
Chief Compliance Officer
David Walke
Chief Executive Officer
Peter Fiorillo
Chief Operating Officer
angelo ismirnioglou
Owner
Investors
General Atlantic
Felicis Ventures
Generation Investment Management
Propel Venture Partners
Greyhound Capital
Tiger Global Management
Lerer Hippeau
BoxGroup
American Express Ventures
Xfund
New Enterprise Associates
SV Angel
500 Startups
Red Swan Ventures
Categories
Competitors
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