Guideline

company

About

Guideline is a retirement plan platform that offers the all-inclusive 401(k) and full-stack solution for growing businesses.

  • 251 - 500

Details

Last Funding Type
Series A
Last Funding Money Raised
$7M
Industries
Finance,Financial Services,FinTech,Insurance
Founded date
Jan 1, 2015
Number Of Employee
251 - 500
Operating Status
Active

Guideline an all-inclusive 401(k) technology designed for growing businesses. Guideline handles all plan administration, including set-up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
5
$324M
Guideline has raised a total of $324M in funding over 2 rounds. Their latest funding was raised on Jun 16, 2021 from a Series E round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Jun 16, 2021 Series E $200M 1 Detail
Jul 29, 2020 Series D $80M 2 Detail
Dec 12, 2018 Series C $35M 1 Detail
Jul 19, 2016 Series A $7M 1 Propel VC Detail
Aug 17, 2015 Seed $2M 1 Detail

Investors

Number of Lead Investors
Number of Investors
1
3
Guideline is funded by 3 investors. Propel VC and Gaingels are the most recent investors.
Investor Name Lead Investor Funding Round
Propel VC Series E
Gaingels Series D
500 Global Seed