Guideline logo — The seamless, scalable retirement platform trusted by 50,000...

Guideline

The seamless, scalable retirement platform trusted by 50,000+ businesses and hundreds of thousands of savers.

Founded 2015 United States Burlingame, United States 424 employees Series E Total: $339.00M Finance, Financial Services +2

General Information

Company Name Guideline
Founded Year 2015
Location United States Burlingame, United States
Employees 424
Industries Finance, Financial Services, Fintech +1
Funding Stage Series E
Social

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About Guideline

Guideline is a financial technology startup based in the United States, founded in 2015. The company's slogan "The seamless, scalable retirement platform trusted by 40,000+ businesses and hundreds of thousands of savers" reflects its commitment to providing a straightforward and cost-effective solution for retirement savings. Guideline aims to simplify and automate the process of saving for retirement, making it accessible to both businesses and individuals. Its last investment was a $200.00M Series E investment led by a consortium of investors including XFund, Felicis Ventures, General Atlantic, Generation Investment Management, Future Planet Capital, Greyhound Capital, and Propel Venture Partners on 16 June 2021.

Guideline operates within the finance, financial services, fintech, and insurance industries, offering a low-cost, highly automated retirement plan solution. This approach not only facilitates companies in providing a valuable benefit to their employees but also empowers individuals to invest in their financial future with confidence. With its substantial backing from prominent investment firms, Guideline is positioned to continue its expansion and innovation within the retirement savings sector.

Taxonomy: retirement platform, savings, automated, low cost, financial future, investment, employee benefits, scalable, simplicity, trustworthy

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Series E $200.00M 7
XFund, Felicis Ventures +5
16 Jun 2021
Series D $80.00M 3
Lerer Hippeau, Grehound Capital +1
29 Jul 2020
Series C $35.00M -
12 Dec 2018
Series B $15.00M -
08 Aug 2017
Series A $7.00M -
19 Jul 2016
Seed Round $2.00M -
17 Aug 2015

Guideline Alternatives & Competitors

View All Alternatives
Guideline vs
Collegia
Collegia United Kingdom

Revolutionising Auto-Enrolment pensions and putting the member in control with AI.

Seed
19 employees
Finance, Financial Services
Guideline vs
Best Money Moves
Best Money Moves United States

We help your employees dial down financial stress and build financial health through our smart tools...

10 employees
Financial Services, Fintech
Guideline vs
Tasplan Super
Tasplan Super Australia

We're your super fund.

27 employees
Financial Services, Fintech

FAQ About Guideline

The seamless, scalable retirement platform trusted by 50,000+ businesses and hundreds of thousands of savers.
Guideline was founded in 2015.
Guideline is headquartered in Burlingame, United States.
Guideline operates in Finance, Financial Services, Fintech and Insurance. Its work centres on retirement platform, savings, automated and low cost.
Guideline has approximately 424 employees.
Guideline has completed 6 funding rounds, raising a total of $339.00M. The latest funding stage is Series E.
Top alternatives and competitors to Guideline include Collegia, Best Money Moves, Tasplan Super, Vestwell, Johnson Bixby. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Guideline and Collegia are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Guideline, https://bouncewatch.com/company/guideline, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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