Guide Financial
Founded Year
2012Stage
Acquired | AcquiredAbout 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.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
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 1 Expert Collection, including Artificial Intelligence.
Artificial Intelligence
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Companies developing artificial intelligence solutions, including cross-industry applications, industry-specific products, and AI infrastructure solutions.
Latest Guide Financial News
Jun 13, 2023
(marketscreener.com) CHINA STATE PLANNER: WILL GUIDE FINANCIAL INSTITUTIONS TO INCREASE MEDIUM- AND LONG-TERM LOAN ISSUANCES FOR MANUFACTURING INDUSTRY https://www.marketscreener.com/quote/index/TOPIX-INDEX-61714390/news/CHINA-STATE-PLANNER-WILL-GUIDE-FINANCIAL-INSTITUTIONS-TO-INCREA-8230-44098275/?utm_medium=RSS&utm_content=20230613
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.
- Predict emerging trends
- See competitors' playbooks
- Stalk the smart money
- Identify tomorrow's challengers
- Spot growing industries
- Kill analyst data work
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