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Guideline. Helping people save for a better future.Guideline is the only 401(k) provider that doesnt charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry.By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting whats unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.
Guideline offers a 401(k) automation platform for SMEs and financial advisors, helping them in the administration, compliance, and recordkeeping and also in the management of their employee's retirement accounts. Recently, Guideline was selected for the 2019 Forbes Fintech 50 startups list.
Guideline's platform makes recommendations and adjustments on an ongoing basis to optimize employees retirement accounts. It integrates the plan with the user's payroll provider and automates the administration, recordkeeping, reporting, investment management, and employee education process. It helps its employees to enroll and understand their investment options as well as customize their plan and advisors to manage their clients' accounts.
$170 M in 2018
According to third-party data sources, the company's valuation is at $170 million. (Dec. 2018)
$800 M in 2019
To date, the company has provided over 6,000 small businesses with a 401(k) plan and also manages assets worth $800 million. (Feb. 2019)
In 2018, the company grew the 401(k) plan count by 129% year-on-year and occupied 10% market share in the country.
Jeff Rosenberger (COO)
Qian Liu (Chief Data Officer)
The company will use its funds to continue the growth of the business. (Dec. 2018)
$1M to $10M
SERIES A · $7 M · Jul 2016
SERIES B · $15 M · Aug 2017
SERIES C · $35 M · Dec 2018
SERIES D · $80 M · Jul 2020
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