Guideline
San Mateo
About Guideline
Guideline an all-inclusive 401(k) technology designed for growing businesses. Guideline handles all plan administration, including set-up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 251 – 500
- Estimated revenue: $100K – $500K
- Total funding: $339.0M
- Funding stage: M&A
- Last round: Series E (Jun 2021)
- Website: guideline.com
- Phone: 888-228-3491
Industries & Categories
Finance, Financial Services, FinTech, Wealth Management
Social Profiles
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