Guideline Employee Directory

Financial ServicesUnited 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
463

United States Of America
463

Asia
17

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

Europe
9

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

South America
5

Brazil
3
Argentina
2

Oceania
4

Australia
4

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
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
T. L.
Head Of Revenue Operations
Mobile Phone
Email

Guideline Employee Metrics

100%

50%

2025

2024

Engineering
Operations
Sales
Analytics
Accounting
Other
Customer Success
Product Management

Contact profiles from Guideline

Name

Title

Contact Info

Location

Last Update

K. C.
Head Of Equity Administration
Mobile Phone
Email
United States
Nov 12, 2025
B. B.
Vice President
Mobile Phone
Email
United States
May 02, 2024
P. S.
Vice President Sales & Customer Success
Mobile Phone
Email
Oct 21, 2024
S. P.
Sales Director
Mobile Phone
Email
Nov 10, 2025
K. P.
Senior Sales Director
Mobile Phone
Email
United StatesUtah
Nov 02, 2025
E. S.
Director Of Commercial Technology
Mobile Phone
Email
Nov 13, 2025
J. L.
Director Of Product
Mobile Phone
Email
United States
Nov 06, 2025
N. S.
Director Of Quality And Support Engineering
Mobile Phone
Email
United StatesNew York
Nov 05, 2025
K. Q.
Senior Director Of Fp&a
Mobile Phone
Email
United StatesNew York
Nov 10, 2025
C. C.
Director Of Client Relationship Management
Mobile Phone
Email
United StatesColorado
Oct 30, 2025

Frequently Asked Questions

What is Guideline known for?

Guideline was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1412 Chapin Avenue, Burlingame, California 94010, US; 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 423 employees as of October 2025. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are Guideline's key employees and leadership?

As of October 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.
Vice President Sales & Customer Success: P. S.

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