Guideline

Private

Burlingame, CaliforniaFinTechhttps://www.guideline.com

Last Round

Series E

Jun 16, 2021

Est. Valuation

$1.15B

Total Funding Raised

$339M

Company Overview

Guideline is a fintech company that offers automated investment technology aimed at transforming online retirement planning by continuously optimizing users' financial strategies for future savings.

Sector

FinTech

Verticals

Wealth Management, HR, RegTech, Investment Platforms

Business Model

B2B

Customer Profile

Subscription SaaS, Payment Processing Fee

AI Layer

Non-AI

Keywords

401(k) platformsmall business 401(k)retirement plans401(k) administrationautomated 401(k)retirement startuppayroll integration3(16) fiduciaryplan administrationrecord-keepingemployee benefits platform3(38) fiduciarySafe Harbor 401(k)Solo 401(k)SEP IRAAUM fee

Historical Pricing

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Guideline Comps

Public and private peers based on sector, stage, and business model.

Company	Status	Est. Valuation	Rev Multiple
OpenAI	Private	$86.0B	~40x
Cohere	Private	$5.0B	--
Competitor 1	Public	$XX.XB	XXx
Competitor 2	Public	$XX.XB	XXx

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Guideline Funding Rounds

Historical fundraising activity

Round	Date	Amount Raised	Valuation	Investors	Sources
Series E	Jun 16, 2021
Series D	Jul 29, 2020
Series C	Dec 12, 2018
Series B	Aug 14, 2017
Series A	Jul 19, 2016
Seed	Aug 24, 2015

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Key People

Founding team and executive leadership

Jeremy Caballero

Co-founder, Chief Product Officer

Founding Team

Mike Nelson

CTO

Executive Team

Jeff Rosenberger

Chief Operating Officer

Executive Team

Qian LIU

Chief Operating Officer

Executive Team

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Guideline Investors

Notable investors and investment history

Investor	Rounds
SV Angel	Seed
BBVA Open Innovation	Series A
New Enterprise Associates (NEA)	Series A, Seed
Propel Ventures	Series C, Series B, Series E
NextView Ventures	Series B
BoxGroup	Series D, Seed
Generation Investment Management	Series E, Series D

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Market signals

Structured signals derived from secondary market and firmographic data.

Nov 6, 2025
Launched Gusto 401(k) powered by Guideline.
Aug 19, 2025
Launched the Ad Data Innovation Suite.

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Guideline Filings

SEC and related filings with document metadata.

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Guideline Filings

SEC and related filings with document metadata.

Frequently Asked Questions

Common questions about Guideline's valuation, stock price, and market status.

Firmographic Details

HeadquartersBurlingame, California

Employee Range188

Year Founded1969

Last FundingJun 16, 2021

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