Guideline Employee Directory

Q: What is Guideline known for?

Guideline was founded in 2015. Guideline operates in the Financial Services industry.

Q: How many employees does Guideline have currently?

Guideline has approximately 411 employees.

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.

Find Guideline employees' phone numbers or email addresses

Guideline Global Highlights

North America
383

United States Of America
383

Asia
17

India
6
Philippines
3
Pakistan
3
Israel
2
Sri Lanka
1
Kazakhstan
1
United Arab Emirates
1

Europe
9

United Kingdom Of Great Britain And Northern Ireland
3
Portugal
2
Netherlands
1
Sweden
1
Denmark
1
France
1

Oceania
4

Australia
4

South America
4

Argentina
2
Brazil
2

Africa
2

Egypt
1
Zimbabwe
1

Guideline's Leadership

K. B.
Chief Executive Officer
Mobile Phone
Email
E. B.
Chief Of Staff To The Chief Product Officer
Mobile Phone
Email
J. R.
Chief Operating Officer
Mobile Phone
Email
R. T.
Chief Financial Officer
Mobile Phone
Email
E. B.
Vp Of Customer Success
Mobile Phone
Email
P. S.
Vice President Sales & Customer Success
Mobile Phone
Email
S. M.
Head Of Product Marketing, Content, & Social
Mobile Phone
Email
T. R.
Head Of Demand Generation
Mobile Phone
Email

Guideline Employee Metrics

100%

50%

0%

2026

2025

2024

Engineering
Operations
Sales
Analytics
Accounting
Other
Customer Success
Product Management

Contact profiles from Guideline

Name

Title

Contact Info

Location

Last Update

E. B.
Chief Of Staff To The Chief Product Officer
Mobile Phone
Email
United StatesIowa
Dec 16, 2025
J. R.
Chief Operating Officer
Mobile Phone
Email
United States
Dec 16, 2025
K. B.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
May 30, 2024
R. T.
Chief Financial Officer
Mobile Phone
Email
Oct 24, 2024
S. M.
Head Of Product Marketing, Content, & Social
Mobile Phone
Email
United StatesNew York
Dec 16, 2025
T. R.
Head Of Demand Generation
Mobile Phone
Email
United StatesUtah
Dec 16, 2025
T. L.
Head Of Revenue Operations
Mobile Phone
Email
United StatesUtah
Dec 16, 2025
E. B.
Vp Of Customer Success
Mobile Phone
Email
United StatesMassachusetts
Dec 17, 2025
K. C.
Head Of Equity Administration
Mobile Phone
Email
United States
Nov 20, 2025
B. B.
Vice President
Mobile Phone
Email
United States
May 02, 2024

Frequently Asked Questions

What is Guideline known for?

Guideline was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-463-****

. Explore Guideline's company overview page for more information.

What is Guideline's most common email format?

Guideline employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Guideline email formats with LeadIQ.

How many employees does Guideline have currently?

Guideline has approximately 411 employees as of December 2025. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are Guideline's key employees and leadership?

As of December 2025, Guideline's key employees include:

Chief Executive Officer: K. B.
Chief Of Staff To The Chief Product Officer: E. B.
Chief Operating Officer: J. R.
Chief Financial Officer: R. T.
Vp Of Customer Success: E. B.

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