Strategic Partnerships Guideline Inc. has recently partnered with Interactive Advertising Bureau, Inc. to leverage ad billing data and market estimates. This collaboration opens up opportunities for joint marketing efforts and cross-promotion to reach a broader audience in the financial services industry.
Innovative Product Launches The launch of the Starter K program by Guideline Inc. is a clear indication of the company's commitment to expanding its product offerings. Sales teams can capitalize on the novelty of this program to attract new customers and differentiate Guideline from competitors.
Prominent Client Acquisition By securing Vanguard Group as a new client, Guideline Inc. has demonstrated its appeal to market leaders in financial services. This accomplishment can be leveraged by sales teams to showcase Guideline's credibility and attract similar high-profile clients.
Enhanced Customer Engagement The launch of a mobile app by Guideline Inc. is a strategic move to enhance customer experience and engagement. Sales development representatives can use this app as a key selling point to demonstrate Guideline's commitment to user convenience and accessibility.
Competitive Positioning Despite facing competition from established players like MassMutual and Transamerica, Guideline Inc. stands out with its low-cost, automated retirement plans. Sales professionals should highlight Guideline's competitive pricing and automated solutions to appeal to cost-conscious customers seeking hassle-free retirement savings options.
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78K$1BGuideline uses 8 technology products and services including InVision, WordPress, TalentLMS, and more. Explore Guideline's tech stack below.
| Guideline Email Formats | Percentage |
| F.Last@guideline.com | 73% |
| First@guideline.com | 13% |
| FLast@guideline.com | 10% |
| Last@guideline.com | 4% |
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.
Company Overview
Funding & FinancialsGuideline 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.
Guideline's revenue is in the range of $50M$100M
Funding & FinancialsGuideline 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.
Guideline's revenue is in the range of $50M$100M
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