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Industries
Fintech
Financial Services
Company Size
201-500
Company Stage
Series E
Total Funding
$329.8M
Headquarters
San Mateo, California
Founded
2015
Guideline provides affordable and customizable 401(k) retirement plans and Individual Retirement Accounts (IRAs) for businesses of all sizes, particularly targeting small to medium-sized enterprises and specific sectors like dental practices. Their service includes end-to-end management of retirement plans, featuring automatic enrollment, low monthly fees, and compliance testing. As a 3(38) fiduciary, Guideline manages investment options to prioritize employees' best interests. They operate on a subscription-based model, allowing businesses to access essential retirement plan services at a low cost, with options for additional features like profit sharing and matching. Guideline Pro is a platform designed for financial professionals, offering tools to help clients manage retirement plans effectively. The company's goal is to make retirement savings more accessible and affordable, enabling more individuals to prepare for their future.
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Total Funding
$329.8M
Above
Industry Average
Funded Over
6 Rounds
Industry standards
Flexible vacation policy
Company equity
401(k) with matching contributions
100% paid employee insurance coverage
Annual learning & development stipend
Parental leave
Sabbatical after 5 years of employment
Moreover, QuickBooks Payroll's partnership with Guideline for 401(k) management allows small businesses to offer retirement benefits with minimal administrative effort, enhancing employee retention and satisfaction.
IAB partnered with Guideline, which leveraged ad billing data, other market estimates, and an IAB-commissioned Advertiser Perceptions quantitative survey of TV/digital video ad spend decision-makers to generate these results.
The Advertisement Board ("Board") amended the "Guideline on Advertisements Containing Price Information, Discount Sale Advertisements and Commercial Practices" ("Guideline") in its meeting dated 09.01.2024 and numbered 341, introduced new principles for loyalty programs.
Guideline launches new Starter plan, making 401(k)s even more accessible for millions of people.
Jeff Rosenberger is about as close to a “lifer” as one can get in the relatively new financial technology industry.Growing up just north of San Francisco in Marin County, Rosenberger was exposed to financial products at an early age by his father, a executive with FICO, and mother, a researcher with the Federal Reserve Bank of San Francisco. After earning a bachelor’s degree in statistics from the University of California, Berkeley — which allowed him to take classes in computer science on the side— and a master’s from Stanford, Rosenberger worked for big data companies, often for large bank customers. He moved fully into fintech in 2010 when he joined Wealthfront, then known as kaChing, as it was pivoting toward automated investing. In June, the company said it oversees $43 billion in assets. In 2015, Rosenberger got in early on Earnest, a digital lending company, that was acquired two years later by student loan servicer Navient for $155 million.
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Industries
Fintech
Financial Services
Company Size
201-500
Company Stage
Series E
Total Funding
$329.8M
Headquarters
San Mateo, California
Founded
2015
Find jobs on Simplify and start your career today