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Company profile

Guideline

Listed in DHRMap for 401K.

BurlingameFounded 2015201-500 employees
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About

Guideline is a technology company operating in the 401K space. Founded in 2015, headquartered in Burlingame. The company has approximately 201-500 employees and has raised $355.7 million in total funding. Last funding: Series E for $200 million on June 16, 2021

Products

Guideline 401(k) Plans (full-service retirement), Employer-Sponsored 401(k) & 403(b), Automated Plan Administration, Investment Management (diversified portfolios), Compliance Testing & Filing, Employee Onboarding & Education, Payroll Integration (200+ providers), Roth & Traditional Options, Profit Sharing, SEP IRA, Advisor Services

Leadership

founders · executives
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