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guideline.com

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Founded Year

2015

Stage

Series E | Alive

Total Raised

$339M

Valuation

$0000 

Last Raised

$200M | 3 days ago

Mosaic Score

+110 points in the past 30 days

What is a Mosaic Score?
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

About 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.

Guideline Headquarter Location

3050 S Delaware St #202

San Mateo, California, 94403,

United States

888-228-3491

Latest Guideline News

Retirement platform Guideline raises $200 million

Jun 18, 2021

CA-based Guideline has closed a $200 million round of funding led by General Atlantic. Existing investors Generation Investment Management, Greyhound Capital, Felicis Ventures, Propel Ventures, and others also participated. Founded in 2015, Guideline provides retirement plan solutions for small-and-medium-sized businesses (SMBs). Its platform offers a broad menu of self-service options for both employers and employees and has been used by over 20,000 companies. In addition to its offering of traditional 401(k) plans, Guideline supports self-employed individuals through Simplified Employee Pension Plan (SEP) IRAs. “We founded Guideline with the mission to better serve small business owners and their employees by transforming access to retirement savings plans. We are proud of our significant growth over the past six years as we have worked to modernize a legacy component of the U.S. economic system and ensure retirement planning is accessible to all. We are excited to draw upon General Atlantic’s deep expertise at the intersection of technology and financial services as we continue to empower businesses and their employees to plan for the future.” – Kevin Busque, Co-founder and CEO of Guideline. “Guideline is uniquely positioned as a modern, digital-first solution for small and mid-size employers who have been traditionally underserved by legacy providers. The Guideline team deeply understands the needs of its client base, offering a holistic platform that allows employers to seamlessly provide retirement benefits and enables employees to begin building retirement savings. We admire Guideline’s transparent approach and believe the business is poised to expand as it scales its platform and offerings. We look forward to partnering with Kevin and the Guideline team in this new phase of the business’ growth.” – Aaron Goldman, Managing Director and Global Co-Head of Financial Services at General Atlantic. Share this A really good email covering top news. Leave this field empty if you're human:

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Expert Collections containing Guideline

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

Guideline is included in 6 Expert Collections, including HR Tech.

H

HR Tech

3,793 items

HR tech startups are helping companies manage critical pain points in HR processes such as recruitment, automation, career development, compensation, and benefits management, through a mix of software and services.

S

Smart Money VCs (2017-2019)

6,297 items

We crunched the data to identify the 24 VC firms with the best combination of portfolio valuations and investment outcomes.

U

Unicorns- Billion Dollar Startups

712 items

W

Wealth Tech

900 items

A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.

F

Fintech 250

248 items

E

Enterprise SaaS

2,452 items

Software-as-a-service (SaaS) – internet based software offered as a subscription – continues to become the de facto standard for software distribution and consumption. Enterprise SaaS continues to show particular promise, emerging as one of the most well-funded categories. Startu

Guideline Web Traffic

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Page Views per Million (PVPM)
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