Guideline Technologies

Guideline is an all-inclusive 401(k) technology designed for growing businesses. The Company handles all plan administration for the customer, including set up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting. 

Company Growth (employees)
San Mateo, US
Size (employees)
41 (est)+8%
Guideline Technologies was founded in 2015 and is headquartered in San Mateo, US

Guideline Technologies Office Locations

Guideline Technologies has an office in San Mateo

Guideline Technologies Data and Metrics

Summary Metrics

Founding Date


Total Funding

$24 m

Latest funding size

$15 m

Time since last funding

13 days


Guideline Technologies's latest funding round in August 2017 was reported to be $15 m. In total, Guideline Technologies has raised $24 m

Traffic Overview of Guideline Technologies

Guideline Technologies Online and Social Media Presence

Guideline Technologies News and Updates

A Wealth Tech World: Mapping Robo-Advisors Around The Globe

Check out even more content at Future of Fintech 2017. Use code “FoFInsights” to get $1000 off your ticket. Since 2012, private robo-advisors have raised over $1.32B globally across 119 equity investments. Robo-advisors make up the largest sub-category of companies in … Continued

Wealth Tech Market Map: 90+ Companies Transforming Investment And Wealth Management

Check out even more content at Future of Fintech 2017. Use code “FoFInsights” to get $1000 off your ticket. Wealth tech investments reached a record of 74 deals in 2016. This subset of fintech companies offer an alternative to traditional … Continued

Early-Stage Fintech Opportunities: Where Smart Money VCs Are Placing Bets In One Market Map

In 2016, there were 831 investments to VC-backed fintech startups, just shy of 2015′s record 848 investments. Top VC investors in the category participated in 187 deals worth approximately $5.97B from 2015-2016. Though overall investment pace slowed down in 2016, smart money … Continued

Guideline Technologies Company Life and Culture

You may also be interested in