About Guideline
Guideline is a company based in Burlingame (United States) founded in 1969 by Jeremy Caballero and Kevin Busque was acquired by Gusto in August 2025. Guideline has raised $344 million across 6 funding rounds from investors including Gusto, General Atlantic and Lerer Hippeau. The company has 416 employees as of December 31, 2022. Guideline offers products and services including 401(k) Plan, SEP IRA, Traditional IRA, and Roth IRA. Guideline operates in a competitive market with competitors including Human Interest, Financial Engines, ForUsAll, OctaveWealth and MoneyIntel, among others.
- Headquarter Burlingame, United States
- Employees 416 as on 31 Dec, 2022
- Founders Jeremy Caballero, Kevin Busque
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Sectors
Technology
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Phone
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Website
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Social
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- Legal Name Guideline, Inc.
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Products & Services of Guideline
Guideline offers a comprehensive portfolio of products and services, including 401(k) Plan, SEP IRA, Traditional IRA, and Roth IRA.
Customizable retirement plans for businesses with low fees.
Accounts for self-employed individuals to save for retirement.
Flexible accounts for individual investors and rollovers.
Tax-advantaged accounts for personal retirement savings.
People of Guideline
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Funding Insights of Guideline
Guideline has successfully raised a total of $344M across 6 strategic funding rounds. The most recent funding activity was a Series E round of $200 million completed in June 2021. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in Guideline
Guideline has secured backing from 17 investors, including venture fund, angel, and institutional investors. Prominent investors backing the company include Gusto, General Atlantic and Lerer Hippeau.
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Private equity fund focused on global markets
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Private equity firm focused on sustainable investments
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Venture capital fund focused on making growth equity investments across tech startups
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Investor details for Guideline
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Investments & Acquisitions by Guideline
Investment portfolio details for Guideline
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Financial Statements - Guideline
Detailed financials for Guideline
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Guideline Comparisons
Peer comparison for Guideline
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Competitors of Guideline
Guideline operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Human Interest, Financial Engines, ForUsAll, OctaveWealth and MoneyIntel, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Employer-enabled platform for retirement planning and compliance management.
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Employer-enabled financial planning platform
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Platform for managing 401(K) accounts
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Robo advisory platform is utilized for employer-enabled retirement planning.
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401(k) plan administration and fiduciary services are provided to businesses.
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Kepler Savings is an online platform for employers to manage workplace retirement savings programs.
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Detailed competitors of Guideline
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Latest news on Guideline
Complete news archive for Guideline
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Frequently Asked Questions about Guideline
Guideline was founded in 1969 and raised its 1st funding round 46 years after it was founded.
Guideline is headquartered in Burlingame, United States. It is registered at Burlingame, California, United States.
Kevin Busque is the current CEO of Guideline. They have also founded this company.
Guideline is a funded company, having raised a total of $344M across 6 funding rounds to date.
As of Dec 31, 2022, the latest employee count at Guideline is 416.
Guideline was founded in 1969 and is headquartered in Burlingame, United States. Investment technology is delivered to small and medium-sized enterprises through an automated 401(k) platform. Employee retirement accounts are optimized via ongoing recommendations and adjustments. The platform integrates each individuals full financial ecosystem to inform these processes in the fintech sector.
Guideline's top competitors include Human Interest, Financial Engines and ForUsAll.
Guideline offers 401(k) Plan, SEP IRA, Traditional IRA, and Roth IRA.
Guideline has 17 investors. Key investors include Gusto, General Atlantic, Lerer Hippeau, Generation Investment Management, and Greyhound Capital Management.