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Guideline, Inc.

Financial Services

Guideline Stock

Guideline provides affordable and customizable 401(k) and IRA retirement plans tailored to businesses of all sizes. With seamless payroll integrations, low-cost investments, and intuitive management tools, Guideline simplifies retirement savings. The company is committed to minimizing fees and offering robust customer support to ensure a smooth retirement planning experience.

Founded: 2015

Guideline Website

Guideline Company Overview

Founded with the mission to streamline retirement savings for businesses and individuals, Guideline offers comprehensive 401(k) and IRA plans. Catering to over 50,000 businesses and managing more than $13 billion in assets, Guideline integrates with leading payroll providers to facilitate effortless plan setup and administration. Their offerings include customizable traditional 401(k) plans, Safe Harbor 401(k), SEP IRAs, and individual retirement accounts such as Traditional and Roth IRAs. Guideline emphasizes affordability, charging no transaction fees for common activities like rollovers and distributions, and maintains low-cost managed portfolios. Their user-friendly platform features intuitive dashboards, intelligent investing with automatic rebalancing, and a mobile app for on-the-go account management. Employees can easily manage their contributions and investments, ensuring they stay on track with their retirement goals. Founded by an experienced team of financial and technology experts, Guideline leverages advanced technology to deliver a secure and efficient retirement planning experience. The company is recognized for its transparent fee structure and dedication to customer satisfaction, providing extensive support through knowledgeable specialists. With a commitment to making retirement accessible and straightforward, Guideline continues to innovate in the fintech space, helping businesses and individuals secure their financial futures.

Management Team

Kevin Busque CEO & Co-founder
Mike Nelson CTO & Co-founder
Jeremy Caballero CPO & Co-founder
Jeff Rosenberger COO
Qian Liu Chief Data Officer
Lucas Huizar General Counsel
Carol Ho Chief Compliance Officer
Jason Williams Chief Customer Officer

Notable Investors

Funding Information