Guideline
Founded Year
2015Stage
Series E | AliveTotal Raised
$339MValuation
$0000Last Raised
$200M | 3 yrs agoRevenue
$0000Mosaic Score The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.
-61 points in the past 30 days
About Guideline
Guideline provides affordable retirement plans and IRAs, operating within the financial services industry. The company offers customizable retirement plans for businesses of all sizes, as well as retirement accounts for individual savers, including first-time savers and experienced investors. Guideline primarily serves the small business sector and individual investors. It was founded in 2015 and is based in Burlingame, California.
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ESPs containing Guideline
The ESP matrix leverages data and analyst insight to identify and rank leading companies in a given technology landscape.
The benefits administration market is focused on providing solutions to employers to help them manage their employee benefits programs. This includes retirement plans, health insurance, wellness programs, and more. The market is driven by the need for employers to attract and retain top talent, comply with government regulations, and provide a competitive benefits package. The market is highly com…
Guideline named as Challenger among 15 other companies, including Automatic Data Processing, Oscar, and Castlight Health.
Guideline's Products & Differentiators
401(k)
We offer small and midsize businesses three 401(k) plan tiers, each with a distinct set of features and benefits, and transparent monthly base fee. The specifics of each are available at Guideline.com/pricing.
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Research containing Guideline
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Guideline in 2 CB Insights research briefs, most recently on Mar 22, 2023.
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 7 Expert Collections, including HR Tech.
HR Tech
4,169 items
The HR tech collection includes software vendors that enable companies to develop, hire, manage, and pay their workforces. Focus areas include benefits, compensation, engagement, EORs & PEOs, HRIS & HRMS, learning & development, payroll, talent acquisition, and talent management.
Unicorns- Billion Dollar Startups
1,244 items
Wealth Tech
2,528 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech 100
1,247 items
250 of the most promising private companies applying a mix of software and technology to transform the financial services industry.
SMB Fintech
2,003 items
Financial Wellness
245 items
Track startups and capture company information and workflow.
Latest Guideline News
Sep 9, 2024
With more than 4 of every 5 advertising dollars allocated to digitalmedia, China has the greatest share of digital of any developed nation, according to just-released data from Guideline. The new data, which comes from Guideline's expansion into a pooledagency media-buying service akin to others Guideline already operates in the U.S., the U.K., Canada, Australia and New Zealand, also reveals the U.S. ranks No. 2, with nearly two-thirds (63.8%) of allad dollars bought by the pooled agencies going into digital media buys during the first half of 2024. The Guideline data does not characterize the scale of media spending in each of themarkets, but according to GroupM's mid-year 2024 update, the U.S. and China are the world's two dominant advertising markets, projected to account for $366 billion and $199 billion, respectively thisyear. advertisement advertisement The U.K. ($48 billion), Canada ($18 billion), and Australia ($16 billion) also rank in the top 10, according to GroupM, but New Zealand is not delineated in its most recent reports (in2022, GroupM estimated New Zealand's ad market at $1.2 billion). Other top insights from Guideline's new China ad market analysis include: Social media gains the largest shareof ad spend across all media sectors, at 40.5%. It continues to grow with the value of ad spend to social platforms, +7.4% so far this year to July, while bookings to social video sites increased+12.7%. Outdoor media is the second largest media in China, with 13% of all ad spend year-to-date . Beauty/grooming and clothing/fashion accessories arethe market’s largest product categories, followed by consumer electronics. Beauty/grooming’s share of ad spend to social platforms (such as Xiao Hong Shu, Weibo andWeChat) dipped 3.4 percentage points in the first half of this year to 29.6%. In a related move, Guideline announced the appointment of Doug Pearce, former CEO and chairman ofOmnicom Media Group China, to lead its China-based operations. Comment
Guideline Frequently Asked Questions (FAQ)
When was Guideline founded?
Guideline was founded in 2015.
Where is Guideline's headquarters?
Guideline's headquarters is located at 1412 Chapin Avenue, Burlingame.
What is Guideline's latest funding round?
Guideline's latest funding round is Series E.
How much did Guideline raise?
Guideline raised a total of $339M.
Who are the investors of Guideline?
Investors of Guideline include Propel Venture Partners, Felicis, Greyhound Capital, Generation Investment Management, General Atlantic and 11 more.
Who are Guideline's competitors?
Competitors of Guideline include Human Interest, Vestwell, Blooom, ForUsAll, Icon Savings Plan and 7 more.
What products does Guideline offer?
Guideline's products include 401(k).
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Compare Guideline to Competitors
Human Interest focuses on providing retirement savings solutions. It offers full-service 401(k) and 403(b) plans, making it easier for small and medium-sized businesses to help their employees save for retirement. Its services primarily cater to the small and medium business sectors. It was formerly known as Captain401. The company was founded in 2015 and is based in San Francisco, California.
ForUsAll offers a platform enabling employers to provide a modern 401(k) plan. The company offers 401(k) plans for startups and small businesses, with features such as payroll integration, the ability to add cryptocurrency to the plan, and automated administration. It caters to the startup sector, small to medium-sized businesses, and blockchain and web3 companies. The company was founded in 2012 and is based in San Francisco, California.
SigFig focuses on digital wealth management solutions within the financial services industry. The company offers a suite of products that facilitate effortless and compliant account opening, client onboarding, investment management, and financial planning for various financial institutions. SigFig's solutions cater to banks, credit unions, wealth management firms, insurance companies, and individual investors. It was founded in 2006 and is based in San Francisco, California.
Wacai operates as a fin-tech company. It develops an online personal financial management platform that provides users with wealth management services and credit solutions. The company was founded in 2009 and is based in Hangzhou, China.
Raisin provides a savings and investment marketplace. It allows users to compare savings products from banks and credit unions. The company also offers various tools to help users find savings products as per their needs. It was formerly known as SaveBetter. The company was founded in 2012 and is based in Berlin, Germany.
Wealthsimple operates in the investment management industry. The company offers a range of services including managed investing, investing, and high-interest savings accounts. These services are designed to help individuals build long-term wealth by maximizing returns and minimizing risk. Wealthsimple was formerly known as Canadian Shareowner Investments. It was founded in 2014 and is based in Toronto, Canada.
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