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Guide Financial

guidefinancial.com

Founded Year

2012

Stage

Acquired | Acquired

About Guide Financial

Guide Financial is a software company that enables financial advisers and institutions to help clients build assets and manage their full financial lives - utilizing artificial intelligence, behavioral finance, and seamless advisor integration. Guide Financial software includes a Financial Planning Engine & Intelligent Alerts system that utilizes artificial intelligence and real-time notifications to help investors and advisors make better planning decisions without having to think about it. The advisor and client web-based portal also includes dozens of cutting-edge advisory features, from providing financial data and cash-flow analytics covering clients' entire household balance sheets, to applying behavioral finance insights to drive higher investment rates.

Headquarters Location

San Francisco, California,

United States

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Expert Collections containing Guide Financial

Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.

Guide Financial is included in 2 Expert Collections, including Artificial Intelligence.

A

Artificial Intelligence

9,442 items

This collection includes startups selling AI SaaS, using AI algorithms to develop their core products, and those developing hardware to support AI workloads.

D

Digital Health

8,838 items

Startups recreating how healthcare is delivered

Latest Guide Financial News

CHINA C.BANK SAYS WILL GUIDE FINANCIAL INSTITUTIONS TO USE FUNDS…

Apr 15, 2022

(marketscreener.com) CHINA C.BANK SAYS WILL GUIDE FINANCIAL INSTITUTIONS TO USE FUNDS RELEASED TO SUPPORT INDUSTRIES AND SMALL FIRMS AFFECTED BY COVID https://www.marketscreener.com/news/latest/CHINA-C-BANK-SAYS-WILL-GUIDE-FINANCIAL-INSTITUTIONS-TO-USE-FUNDS-8230--40061102/?utm_medium=RSS&utm_content=20220415

Guide Financial Frequently Asked Questions (FAQ)

  • When was Guide Financial founded?

    Guide Financial was founded in 2012.

  • Where is Guide Financial's headquarters?

    Guide Financial's headquarters is located at San Francisco.

  • What is Guide Financial's latest funding round?

    Guide Financial's latest funding round is Acquired.

  • Who are the investors of Guide Financial?

    Investors of Guide Financial include John Hancock Financial Services and AltaIR Capital.

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