GuideVine Overview

  • Year Founded
  • 2013

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 11


  • Latest Deal Type
  • M&A

GuideVine General Information


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
Financing Status
Formerly VC-backed
Primary Industry
Media and Information Services (B2B)
Other Industries
Other Financial Services
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 30-Mar-2021 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

HQ Location
Total Raised
Post Valuation
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


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San Luis Obispo, CA

0000 0

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00000 0000000000
San Diego, CA
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GuideVine Competitors (8)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Central Coast Wealth Management Corporation San Luis Obispo, CA
Dorn Financial Corporation San Diego, CA
FutureAdvisor Formerly VC-backed San Francisco, CA 00 000.00 000000&0
SmartAsset Venture Capital-Backed New York, NY 000 00000 00000000000 00000
XY Planning Network Private Equity-Backed Bozeman, MT 000 00000 0000000 0000 00000
You’re viewing 5 of 8 competitors. Get the full list »

GuideVine Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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GuideVine Former Investors (1)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
Blue Collective Venture Capital Minority 000 0000 000000 0
To view GuideVine’s complete investors history, request access »

GuideVine FAQs

  • When was GuideVine founded?

    GuideVine was founded in 2013.

  • Who is the founder of GuideVine?

    Kyle Mosley, Raghav Sharma, and Brian Stafford are the founders of GuideVine.

  • 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 00000.

  • Who are GuideVine’s investors?

    Blue Collective has invested in GuideVine.

  • Who are GuideVine’s competitors?

    Central Coast Wealth Management, Dorn Financial, FutureAdvisor, SmartAsset, and XY Planning Network are some of the 8 competitors of GuideVine.

  • When was GuideVine acquired?

    GuideVine was acquired on 30-Mar-2021.

  • Who acquired GuideVine?

    GuideVine was acquired by 1st Global Advisors.

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