Insights

Growing Revenue Guideline generates substantial revenue between 500 million and 1 billion dollars, indicating a strong market presence and potential for upselling additional financial services or expanded retirement plans to its existing client base.

Funding and Investment With 200 million dollars in funding, Guideline is positioned for growth and innovation, presenting opportunities to partner on technology enhancements, product development, or collaborative initiatives to maintain competitive advantage.

Automated Tech Stack The company's use of modern technologies such as React Native and Bootstrap suggests an agility in platform development, making it a prime candidate for integrated fintech solutions, APIs, or automation tools that enhance user experience.

Market Positioning Operating within the competitive financial services industry with peers like MassMutual and Charles Schwab, Guideline offers a unique value proposition through low-cost, highly automated retirement plans, presenting opportunities for targeted marketing and partnership with complementary firms.

Employee Base With 201 to 500 employees, Guideline maintains a nimble organizational structure, which suggests openness to innovative solutions and direct engagement strategies that can streamline onboarding, training, and customer support operations.

Guideline Tech Stack

Guideline uses 8 technology products and services including D2L Brightspace, GoCD, Segment, and more. Explore Guideline's tech stack below.

  • D2L Brightspace
    Communication And Collaboration
  • GoCD
    Continuous Integration
  • Segment
    Customer Data Platforms
  • ContractWorks
    Governance, Risk And Compliance
  • LinkSquares
    Legal Solutions
  • OnPay
    Payroll Management And Benefits Administration
  • Bootstrap
    UI Frameworks
  • React Native
    Widgets

Media & News

Guideline's Email Address Formats

Guideline uses at least 1 format(s):
Guideline Email FormatsExamplePercentage
F.Last@guideline.comJ.Doe@guideline.com
72%
First@guideline.comJohn@guideline.com
15%
FLast@guideline.comJDoe@guideline.com
10%
Last@guideline.comDoe@guideline.com
3%

Frequently Asked Questions

What is Guideline's phone number?

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You can contact Guideline's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guideline's stock symbol?

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Guideline is a publicly traded company; the company's stock symbol is GGEO.ST.

What is Guideline's official website and social media links?

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Guideline's official website is guideline.com and has social profiles on LinkedInCrunchbase.

What is Guideline's SIC code NAICS code?

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Guideline's SIC code is 8732 - Commercial Economic, Sociological, and Educational Research NAICS code is 52 - Finance and Insurance.

How many employees does Guideline have currently?

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As of December 2025, Guideline has approximately 411 employees across 6 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: K. B.Chief Of Staff To The Chief Product Officer: E. B.Chief Operating Officer: J. R.. Explore Guideline's employee directory with LeadIQ.

What industry does Guideline belong to?

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Guideline operates in the Financial Services industry.

What technology does Guideline use?

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Guideline's tech stack includes D2L BrightspaceGoCDSegmentContractWorksLinkSquaresOnPayBootstrapReact Native.

What is Guideline's email format?

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Guideline's email format typically follows the pattern of F.Last@guideline.com. Find more Guideline email formats with LeadIQ.

How much funding has Guideline raised to date?

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As of December 2025, Guideline has raised $200M in funding. The last funding round occurred on Jun 16, 2021 for $200M.

When was Guideline founded?

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Guideline was founded in 2015.

Guideline

Financial ServicesCalifornia, United States201-500 Employees

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

Section iconCompany Overview

Phone number
SIC Code
8732 - Commercial Economic, Sociological, and Educational Research
Stock Symbol
GGEO.ST
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
201-500

Section iconMedia & News

Section iconFunding & Financials

  • $200M

    Guideline has raised a total of $200M of funding over 6 rounds. Their latest funding round was raised on Jun 16, 2021 in the amount of $200M.

  • $500M$1B

    Guideline's revenue is estimated to be in the range of $500M$1B

Section iconFunding & Financials

  • $200M

    Guideline has raised a total of $200M of funding over 6 rounds. Their latest funding round was raised on Jun 16, 2021 in the amount of $200M.

  • $500M$1B

    Guideline's revenue is estimated to be in the range of $500M$1B

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