Guideline
AcquiredAffordable 401(k)s for Companies & Self-Employed | Gusto 401(k) powered by Guideline
San Mateo, United States · Founded 2015 · $344.0M raised
- Headquarters
- San Mateo, California
- Employees
- 201–500
- Founded
- 2015
- Business Model
- B2B
- Website
- guideline.com
- Total Funding
- $344.0M
- Last Round
- $200.0M Series EJun 2021
- Rounds
- 6
- Acquisition Date
- Aug 2025
About
Guideline is a full-stack 401(k) platform that makes it easy and affordable for small and medium-sized businesses to offer retirement benefits to employees. The platform handles all plan administration including setup, enrollment, compliance, and investment management, with transparent low-fee pricing and deep integrations with payroll providers including Gusto.
Summary
Guideline is a Financial Services company based in San Mateo, United States, founded in 2015. It has raised $344.0M in total across 6 rounds, most recently a $200.0M Series E round in Jun 2021. Investors include Felicis Ventures, Generation Investment Management and Greyhound Capital.
Tech & App Stack
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Funding History
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Aug 2025
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Seed through Acquisition — per-round amounts, valuations, and who invested in each round.
Investors
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