Guideline stock

Guideline Stock

Operations, Productivity And Communication

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Founded: 2015Funding to Date: $356M
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Guideline 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:
Tiger Global Management logo
General Atlantic logo
New Enterprise Associates logo
Further Key Investors:

SV Angel, UK Innovation & Science Seed Fund, Propel Venture Partners, American Express Ventures, Felicis, Sand Hill Angels, Evolution VC Partners, Xfund, Gaingels, Lerer Hippeau, Generation Investment Management, BoxGroup, Lionfish Capital, Greyhound Capital, Future Planet Capital, Marbruck Investments, Red Swan Ventures, 500 Global.

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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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