GuideVine Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 11

Employees

  • Latest Deal Type
  • M&A

GuideVine General Information

Description

Developer of a cloud-based advisory platform intended to help consumers find financial advisors. The company's platform helps users find expert financial advisors and content suited to their individual financial situation and personalized matches help them connect with advisors that share their values and meet their needs, enabling firms to better connect to prospects and serve clients.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Formerly VC-backed
Corporate Office
  • 157 Columbus Avenue
  • New York, NY 10023
  • United States
Primary Industry
Media and Information Services (B2B)
Other Industries
Other Financial Services
Vertical(s)
Corporate Office
  • 157 Columbus Avenue
  • New York, NY 10023
  • United States

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GuideVine Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Merger/Acquisition 01-Mar-2023 Completed Generating Revenue
1. Seed Round 01-Jan-2015 Completed Generating Revenue
To view GuideVine’s complete valuation and funding history, request access »

GuideVine Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a cloud-based advisory platform intended to help consumers find financial advisors. The company's platform
Media and Information Services (B2B)
New York, NY
11 As of 2021

Bozeman, MT
 

New York, NY
 
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GuideVine Competitors (5)

One of GuideVine’s 5 competitors is XY Planning Network, a Private Equity-Backed company based in Bozeman, MT.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
XY Planning Network Private Equity-Backed Bozeman, MT
SmartAsset Venture Capital-Backed New York, NY
Estimize Formerly VC-backed New York, NY
FutureAdvisor Formerly VC-backed San Francisco, CA
Wealthfront Venture Capital-Backed Palo Alto, CA
You’re viewing 5 of 5 competitors. Get the full list »

GuideVine Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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GuideVine Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds
Blue Collective Venture Capital Minority
To view GuideVine’s complete investors history, request access »

GuideVine FAQs

  • When was GuideVine founded?

    GuideVine was founded in 2013.

  • Where is GuideVine headquartered?

    GuideVine is headquartered in New York, NY.

  • What is the size of GuideVine?

    GuideVine has 11 total employees.

  • What industry is GuideVine in?

    GuideVine’s primary industry is Media and Information Services (B2B).

  • Is GuideVine a private or public company?

    GuideVine is a Private company.

  • What is GuideVine’s current revenue?

    The current revenue for GuideVine is .

  • Who are GuideVine’s investors?

    Blue Collective has invested in GuideVine.

  • Who are GuideVine’s competitors?

    XY Planning Network, SmartAsset, Estimize, FutureAdvisor, and Wealthfront are competitors of GuideVine.

  • When was GuideVine acquired?

    GuideVine was acquired on 01-Mar-2023.

  • Who acquired GuideVine?

    GuideVine was acquired by 1st Global Advisors.

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