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Guideline Technologies

ID: 6352639

Guideline 401(k). Helping people save for a better future. Guideline is the only 401(k) provider that doesn't charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

4

Funding Rounds

$307.0m

Money raised

Overview

Guideline 401(k). Helping people save for a better future. Guideline is the only 401(k) provider that doesn't charge participants any fees on investments, regardless of the value of their assets or retirement account balance. And for employers, Guideline charges a low, flat rate fee per participant, in contrast to the asset-based fee model predominant in the industry. By offering a full-stack solution that automates plan administration and compliance, the Guideline team is combatting what's unfortunately become the retirement industry status quo -- legacy providers have put profit over the interests of employees, abandoning the goal of the program in the first place: to give employees the opportunity to save as much as possible for retirement.

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Financial Details

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Funding

Funding series

Funding Series Analysis

The company Guideline Technologies has raised a total of $292m in funding over 4 rounds.

Key Insights:

  • Guideline , June 2021: $200m
  • Guideline , July 2020: $85m
  • Guideline Series A round, July 2016: $7m
  • Guideline funding round, August 2017: $15m

Industries

Guideline Technologies is active in the following industries: