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Guideline

Guideline

Affordable, automated retirement plans for businesses and individuals

Data & Analytics

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Company Overview
Guideline is a trusted retirement planning company, serving over 44,000 businesses and hundreds of thousands of savers, offering highly automated and low-cost retirement plans that are customizable for companies of all sizes and individuals. The company's use of technology simplifies the retirement planning process, making it more efficient and secure, while their customer support specialists provide assistance when needed. Guideline's commitment to minimizing costs is evident in their fee structure, which is up to 7x less than the industry average, and their policy of not charging fees for one-off transactions, ensuring more money stays in the client's retirement account.
Data & Analytics

Company Stage

Series E

Total Funding

$339M

Founded

2015

Headquarters

Burlingame, California

Growth & Insights
Headcount

6 month growth

5%

1 year growth

2%

2 year growth

25%
Benefits
  • 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
Company Core Values
  • Have each other’s back
  • Embrace change
  • Make a real impact