Guideline Employee Directory

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

Location
Employees

North America
383

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  • United States Of America
    383

Asia
17

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

Europe
9

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

Oceania
4

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  • Australia
    4

South America
4

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  • Argentina
    2
  • Brazil
    2

Africa
2

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  • Egypt
    1
  • Zimbabwe
    1

Guideline's Leadership

  • Stylized image of a person
    K. B.
    Chief Executive Officer
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  • Stylized image of a person
    E. B.
    Chief Of Staff To The Chief Product Officer
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  • Stylized image of a person
    J. R.
    Chief Operating Officer
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  • Stylized image of a person
    R. T.
    Chief Financial Officer
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  • Stylized image of a person
    E. B.
    Vp Of Customer Success
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  • Stylized image of a person
    P. S.
    Vice President Sales & Customer Success
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  • Stylized image of a person
    S. M.
    Head Of Product Marketing, Content, & Social
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  • Stylized image of a person
    T. R.
    Head Of Demand Generation
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Guideline Employee Metrics

100%
50%
0%
2025
2024
  • Engineering
  • Operations
  • Sales
  • Analytics
  • Accounting
  • Other
  • Customer Success
  • Product Management

Contact profiles from Guideline

Name
Title
Contact Info
Location
Last Update
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    B. C.
    Senior Director Strategic Partnerships
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    Nov 22, 2024
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    B. M.
    Director Of Sales
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    Jun 25, 2025
  • Stylized image of a person
    K. D.
    Director Of Product Marketing And Brand
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    Oct 17, 2024
  • Stylized image of a person
    T. R.
    Director Of It
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    United StatesMaine
    Jan 25, 2024
  • Stylized image of a person
    K. M.
    Senior Manager - Customer Onboarding
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    United StatesMaine
    Nov 19, 2025
  • Stylized image of a person
    C. H.
    Senior Partner Manager
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    United StatesUtah
    Dec 16, 2025
  • Stylized image of a person
    R. B.
    Engineering Manager
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    United StatesNew York
    Nov 17, 2025
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    M. T.
    Senior Manager, Content
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    United StatesColorado
    Nov 13, 2025
  • Stylized image of a person
    S. R.
    Senior Partner Manager, Strategic Partnerships
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    United StatesPennsylvania
    Nov 12, 2025
  • Stylized image of a person
    S. S.
    Senior Engineering Manager, Tier 3 Support And Incidents
    Phone icon
    Bay
    Dec 16, 2025

Frequently Asked Questions

What is Guideline known for?

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Guideline was founded in 2015 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Guideline's company overview page for more information.

What is Guideline's most common email format?

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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?

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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?

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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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