Collective
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:
General Atlantic logo
New Enterprise Associates logo
Further Key Investors:

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

Our available services for this company

Lifetime IncomeCharitable Remainder Trust
Tax SavingsDonor Advised Fund

Management Team

Kevin BusqueCo-Founder & Chief Executive Officer
Steven WuChief Financial Officer
Mike NelsonCo-Founder & Chief Technology Officer
Liz MastrobattistoChief Compliance Officer
Christine RimerChief Customer Officer
Aras KolyaChief Revenue Officer
Jeremy CaballeroCo-Founder & Chief Product Officer
Craig KimballVice President, Finance
Jeff Rosenberger Ph.DChief Operating Officer
Qian Liu Ph.DChief Data Officer

Board Members

Aaron GoldmanBoard Member
Aydin SenkutBoard Member

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