Guideline (Other Financial Services) Overview

  • Founded
  • 2015
Founded
  • Status
  • Private
  • Employees
  • 189
Employees
  • Latest Deal Type
  • Series D
  • Latest Deal Amount
  • $80M
Latest Deal Amount
  • Investors
  • 16

Guideline (Other Financial Services) General Information

Description

Developer of an automated investment technology designed to revolutionize online retirement planning. The company's technology incorporates a participant's financial ecosystem, making recommendations and adjustments on an ongoing basis, enabling users to optimize their retirement potential 401(K) plan and save for the future.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Primary Industry
Other Financial Services
Other Industries
Application Software
Specialized Finance
Financial Software
Primary Office
  • 3050 South Delaware Street
  • Suite 202
  • San Mateo, CA 94403
  • United States
+1 (888) 000-0000

Guideline (Other Financial Services) Timeline

2018201920202021
Financing RoundCaptured Employee CountEstimated Employee Growth
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Guideline (Other Financial Services) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC (Series D) 29-Jul-2020 $80M 00000 00000 Completed Generating Revenue
4. Later Stage VC (Series C) 12-Dec-2018 0000 0000 00000 Completed Generating Revenue
3. Early Stage VC (Series B) 08-Aug-2017 0000 0000 0000 Completed Generating Revenue
2. Early Stage VC (Series A) 19-Jul-2016 $9M $11M 0000 Completed Startup
1. Seed Round 17-Aug-2015 $2M $2M Completed Startup
To view Guideline (Other Financial Services)’s complete valuation and funding history, request access »

Guideline (Other Financial Services) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
Series D 0,000,000 00.000000 000.00 000.00 00 000.00 00.000
Series C 0,000,000 00.000000 00.00 00.00 00 00.00 00.00
Series B 5,167,083 $0.000010 $3.38 $3.38 1x $3.38 12.87%
Series A 8,223,018 $0.000010 $1.55 $1.55 1x $1.55 20.49%
To view Guideline (Other Financial Services)’s complete cap table history, request access »

Guideline (Other Financial Services) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Developer of an automated investment technology designed to revolutionize online retirement planning. The company's tech
Other Financial Services
San Mateo, CA
189 As of 2021
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000000000 00000000
New York, NY
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000.00
000000000 - 000.00

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0000000000 00000000 (000)
San Francisco, CA
000 As of 0000
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Guideline (Other Financial Services) Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Vestwell Venture Capital-Backed New York, NY 000 000.00 000000000 - 000.00
00000 00000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
00000000 Venture Capital-Backed San Francisco, CA 00 000.00 00000000000 000.00
You’re viewing 3 of 3 competitors. Get the full list »

Guideline (Other Financial Services) Executive Team (11)

Name Title Board Seat Contact Info
Kevin Busque Co-Founder & Chief Executive Officer
Jeff Rosenberger Ph.D Chief Operating Officer
Mike Nelson Co-Founder & Chief Technology Officer
Thomas Buley Director, Finance & Business Operations
Qian Liu Ph.D Chief Data Officer
You’re viewing 5 of 11 executive team members. Get the full list »

Guideline (Other Financial Services) Board Members (2)

Name Representing Role Since
Aydin Senkut Felicis Ventures Board Member 000 0000
Ryan Gilbert Propel Venture Partners Board Member 000 0000
To view Guideline (Other Financial Services)’s complete board members history, request access »

Guideline (Other Financial Services) Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Guideline (Other Financial Services) Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
American Express Ventures Corporate Venture Capital Minority 000 0000 000000 0
Evolution VC Partners Venture Capital Minority 000 0000 000000 0
Gaingels Venture Capital Minority 000 0000 000000 0
Generation Investment Management Impact Investing Minority 000 0000 000000 0
Greyhound Capital Growth/Expansion Minority 000 0000 000000 0
You’re viewing 5 of 16 investors. Get the full list »