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www.guideline.com

Guideline Stock

Company Profile:

Guideline is a financial technology company that specializes in providing affordable and easy-to-manage 401(k) retirement plans for small and growing businesses. Founded in 2015 and headquartered in San Francisco, California, Guideline aims to simplify the retirement planning process while minimizing costs for employers and maximizing benefits for employees.

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Guideline Funding

Sign up to gain insights into Guideline funding history, including the funding round, time period, and amount raised.

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Date Financing Round Amount Price per share* Valuation*
Jun 16, 2021 Series E 200.00M
Price
Valuation
Mar 23, 2020 Series D 80.88M
Price
Valuation
Nov 09, 2018 Series C 35.00M
Price
Valuation
Aug 08, 2017 Series B 15.00M
Price
Valuation
May 11, 2016 Series A 6.75M
Price
Valuation

*Access the PPS, Valuation details, and a wealth of other data by signing up. Source: Nasdaq Private Market Tape D™

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Guideline Management Team

  • Director

    Lisa Wu

  • Director

    James Alling

  • Director

    Halle Tecco

  • Director

    Neil Shah

  • Director

    Alex Rampell

  • Director

    Hemant Mohapatra

  • Chief Technology Officer, Founder

    Grant Goodale

  • Director

    Mark Goines

Guideline Major Investors

    Learn More About Guideline Stock

    Buy Guideline Stock
    01
    Guideline stock does not trade on public stock exchanges. Guideline stock is considered a private security and you need to be an accredited investor to purchase shares. To invest in Guideline stock you can either buy shares directly through the company or work with a secondary trading marketplace like Nasdaq Private Market. Get started to begin exploring private market opportunities.
    Sell Guideline Stock
    02
    Guideline Stock does not trade on public stock exchanges. In order to sell Guideline shares you need to work directly with the company or with a secondary trading marketplace like Nasdaq Private Market. NPM has more than a decade of experience helping sell shares on the private market to our network of institutional investors. Get started to begin exploring private market opportunities.
    Guideline Stock Price
    03
    Guideline does not have a publicly available stock price because it is privately held and not traded on public stock exchanges. Through the Tape D™ database from Nasdaq Private Market, you can view Guideline share price and other valuable private market data. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
    Guideline Stock Ticker Symbol
    04
    There is no ticker symbol for Guideline stock because it is a private company. Private companies do not have ticker symbols like public companies, they are identified primarily by using the company “street” name or legal name. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
    Criteria to Sell Guideline Stock
    05
    Nasdaq Private Market currently works with employees, ex-employees, and other company investors. In order to sell Guideline stock you need to receive the company’s approval, which Nasdaq Private Market manages on your behalf.
    Criteria to Buy or Invest in Guideline Stock
    06
    Currently, Nasdaq Private Market only works with institutional investors to purchase private company stock. In order to invest in Guideline stock you need to be an institutional investor. Get started to begin exploring the Nasdaq Private Market Tape D™ database.
    Guideline Stock Settlement
    07
    Once you buy or sell stock share ownership must transfer before funds are wired. With Nasdaq Private Market, clients leverage our patent-pending Transfer and Settlement technology which streamlines and manages transfer activity from match to settlement.
    Guideline IPO
    08
    Guideline is a private company and has not had an IPO. There is currently no Guideline IPO price. Get started to begin exploring the Nasdaq Private Market Tape D™ database and gain access to actionable data related to Guideline IPO.
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    Source: Nasdaq Private Market Tape D™