Guideline, Inc.
b2b fintech . accounting/tax . other software solutions
FOUNDING YEAR: 2015
LOCATION: United States
Last Update: 19/01/2021
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About
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.
MEDICI Analysis
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.
Focus
PRODUCTS & SERVICES
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.
MAIN CLIENTS
Small businesses
Traction
VALUATION / MARKET CAP:
$170 M in 2018
VALUATION COMMENT:
According to third-party data sources, the company's valuation is at $170 million. (Dec. 2018)
COMPANY TYPE:
For Profit
TRANSACTIONS VALUE:
$800 M in 2019
ACTIVE USERS COMMENT:
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)
TRACTION COMMENT:
In 2018, the company grew the 401(k) plan count by 129% year-on-year and occupied 10% market share in the country.
People
FOUNDERS
Jeremy Caballero
BOARD MEMBERS AND ADVISORS
Aydin Senkut
Adam Grant
Tim Bertrand
NUMBER OF EMPLOYEES
51-200
INVESTORS:
New Enterprise Associates (NEA)
Generation Investment Management
KEY EMPLOYEES:
Jeff Rosenberger (COO)
Qian Liu (Chief Data Officer)
Kevin Busque
Momentum
FUNDED
YES
NUMBER OF FUNDING ROUNDS
5
TOTAL FUNDING
$139 M
DATE OF LAST FUNDING
Jul 2020
IPO STATUS
Private
TOTAL FUNDING COMMENT
The company will use its funds to continue the growth of the business. (Dec. 2018)
ESTIMETED REVENUE RANGE
$1M to $10M
SEED & PRIOR FUNDING
$2 M
SEED CLOSED ON
Aug 2015
FUNDING SERIES
SERIES A · $7 M · Jul 2016
SERIES B · $15 M · Aug 2017
SERIES C · $35 M · Dec 2018
SERIES D · $80 M · Jul 2020
LISTED
NO
company provided insights
Web Traffic
MONTHLY VISITS
129,346
AVERAGE VISITS (6 MONTHS)
170,808.92
MONTHLY VISITS GROWTH
-20.99%
VISIT DURATION
374
VISIT DURATION GROWTH
3.5%
PAGE VIEWS VISIT
7.56
PAGE VIEWS VISIT GROWTH
12.89%
BOUNCE RATE
22.27%
BOUNCE RATE GROWTH
-10.06%
GLOBAL TRAFFIC RANK
172,556
MONTHLY RANK CHANGE
-4,998
MONTHLY RANK GROWTH
-2.81%
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