Guideline, Inc.

b2b fintechaccounting/taxother 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:

500 Startups

and Aydin Senkut.

BoxGroup

Felicis Ventures

HAVAÍC

Lerer Hippeau

Lerer Hippeau Ventures

New Enterprise Associates

Petra Capital Partners

Propel Venture Partners

Red Swan Ventures

SV Angel

Tiger Global Management

Xfund

New Enterprise Associates (NEA)

David Lyman

Gaingels

Generation Investment Management

Greyhound Capital

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

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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