Guideline Stock
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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Buy + SellGuideline Funding
Sign up to gain insights into Guideline funding history, including the funding round, time period, and amount raised.
Sign Up to Unlock the Data| Date | Financing Round | Amount | Price per share* | Valuation* |
|---|---|---|---|---|
| Jun 16, 2021 | Series E | 200.00M | ||
| Mar 23, 2020 | Series D | 80.88M | ||
| Nov 09, 2018 | Series C | 35.00M | ||
| Aug 08, 2017 | Series B | 15.00M | ||
| May 11, 2016 | Series A | 6.75M |
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*Sample data + company shown for illustrative purposes only
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View real-time Tape D™ data on Guideline stock including most recent valuation and historical share price information.
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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
Deborah Quazzo
Director
Mark Goines
Guideline Major Investors
Xfund
Propel Venture Partners
Greyhound Capital
Lerer Hippeau Ventures
BoxGroup
Felicis Ventures LLC
Generation Investment Management LLP
Tiger Global Management LLC
New Enterprise Associates Inc (NEA)
General Atlantic LLC
Learn More About Guideline Stock
Buy Guideline Stock
01Guideline stock does not trade on public stock exchanges. Guideline stock is considered a private security and you need to be an accredited investor to trade shares. To invest in Guideline stock you can either buy shares directly through company or work with a secondary trading marketplace like Nasdaq Private Market.
Learn more about the secondary market for private company shares on the investors page.
Sell Guideline Stock
02Guideline 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.
Learn more about NPM services for selling privately held stock on the Employee Shareholders page.
Read more about how to sell private company stock on the private secondary market:
Guideline Stock Price
03Guideline 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.
Read more about secondary market private company stock prices:
Guideline Stock Ticker Symbol
04There 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.
Criteria to Sell Guideline Stock
05Nasdaq 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.
Learn more about selling privately held stock on the Employee Shareholders page.
Read more about how to sell shares of a private company and eligibility for selling privately held stock:
Criteria to Buy or Invest in Guideline Stock
06Currently, Nasdaq Private Market only works with accredited entities and institutional investors to purchase private company stock. In order to invest in Guideline stock, you need to be an accredited entity or institutional investor.
Learn more about the Nasdaq Private Market tool kit for investors on the Investor Trading page.
Guideline Stock Settlement
07Once 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.
To learn more about private company stock Transfer and Settlement, check out the Transfer and Settlement page.
Guideline IPO
08Guideline 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.
Learn more about Tape D™ private company stock data for institutional investors on the on the Tape D™ Product Page.
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Buy + Sell*All trademarks are the property of their respective owner(s). Unless expressly stated otherwise, companies listed on this site are not sponsoring, endorsing, or otherwise affiliated with, Nasdaq Private Market, LLC, and none of the statements on this website should be attributed to a listed company.
