Guide Financial
San Francisco
About Guide Financial
Web-based platform that enables financial advisors and institutions to help clients build assets and manage their full financial lives - leveraging powerful behavioral finance techniques, automated plan execution and seamless advisor integration Guide modernizes the financial advising experience and democratizes access to high-quality financial guidance across the United States. We are based in San Francisco, California and partner with Intuit to provide users with secure access to accounts at 19,000 financial institutions across North America.
Company Facts
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Total funding: $450.0K
- Funding stage: M&A
- Last round: Angel (Mar 2013)
- Website: guidefinancial.com
- Phone: +1 (646) 372-8643
Industries & Categories
Financial Services, FinTech, Personal Finance, SaaS
Social Profiles
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