Guideline Stock
Operations, Productivity And CommunicationLooking to sell Guideline Stock or Options? Get a free valuation
Founded: 2015Funding to Date: $356M
Visit websiteGuideline has developed an automated investment technology designed to transform online retirement planning. The company's technology integrates a participant's financial ecosystem, making ongoing recommendations and adjustments. This enables users to optimize their retirement plan potential and save for their future.
Investors include:
Further Key Investors:
SV Angel, UK Innovation & Science Seed Fund, Propel Venture Partners, American Express Ventures, Felicis, Sand Hill Angels, Evolution VC Partners, Xfund, Twelve Below, Gaingels, Lerer Hippeau, Generation Investment Management, BoxGroup, Lionfish Capital, Greyhound Capital, Future Planet Capital, Marbruck Investments, Red Swan Ventures, 500 Global, Collective Liquidity.
Management Team
Kevin BusqueCo-Founder & Chief Executive Officer
Steven WuChief Financial Officer
Jeff RosenbergerChief Operating Officer
Mike NelsonCo-Founder & Chief Technology Officer
Liz MastrobattistoChief Compliance Officer
Christine RimerChief Customer Officer
Aras KolyaChief Revenue Officer
Qian LiuChief Data Officer
Jeremy CaballeroCo-Founder & Chief Product Officer
Craig KimballVice President, Finance
Board Members
Aaron GoldmanBoard Member
Aydin SenkutBoard Member
Ryan M. GilbertBoard Member
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