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Guideline

Total Funding

$259 M

Guideline Summary

Company Summary

Overview
Guideline is a provider of a retirement plan platform. It offers 401(k), customizable retirement plans for businesses, SEP IRA, retirement accounts for self-employed individuals and small business owners, and IRA, retirement accounts for savers and investors.
Type
Private
Status
Active
Founded
2015
HQ
Burlingame, CA, US | view all locations
Website
https://www.guideline.com/
Cybersecurity rating
Sectors

Key People

  • Kevin Busque
  • Mike Nelson
  • Jeremy Caballero

    Jeremy Caballero, CPO & Co-Founder

  • Jeff Rosenberger

    Jeff Rosenberger, Chief Operating Officer

Operating MetricsView all

Awards

5

Apr, 2023

Investors

4

Apr, 2023

Number of Regional Hubs

4

Apr, 2023

LocationsView all

4 locations detected

  • Burlingame, CA HQ

    United States

    1412 Chapin Ave

  • Austin, TX

    United States

    1645 E 6th St Suite 200

  • Portland, ME

    United States

    16 Middle St #201

  • Solana Beach, CA

    United States

    330 S Cedros Ave suite 201

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