Guideline
Curated by SignalRobo-advisory platform offering automated retirement planning for businesses.
About
Guideline is a fintech company that offers robo-advisory services designed for wealth managers, with a focus on automated investment advice and portfolio management. The platform employs algorithms to develop and manage diversified portfolios that correspond to client risk profiles and financial goals. Guideline targets a range of clients, including businesses of various sizes, self-employed individuals, and small business owners, by providing customizable retirement plans and retirement accounts, along with educational resources. The platform integrates with existing systems to support wealth managers in delivering personalized services. It also emphasizes affordability and provides live support, aiming to address the complexities of retirement planning for a diverse audience.
Key facts
- Founded
- 2015
- Headquarters
- Burlingame, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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Open roles
11 rolesClient Relationship Manager
United States
Account Coordinator (Pacific Time Zone)
United States
Sales Operations Manager, Commissions
United States
