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Company profile: Guideline

1.1 - Company Overview

Guideline Logo

Guideline

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of an all-inclusive 401(k) retirement plan platform for growing businesses, handling plan administration including set-up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting, with straightforward flat-fee pricing per participant.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Guideline

Roofstock Logo

Roofstock

HQ: United States Website
  • Description: Provider of an online marketplace for investing in leased single-family rental homes, offering a transparent, low-friction platform with research, analytics, and insights to evaluate and purchase independently certified properties at set prices.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Roofstock company profile →
d1g1t Logo

d1g1t

HQ: Canada Website
  • Description: Provider of an analytics-powered digital wealth management platform for transparent portfolio management. Offerings include a cloud-based enterprise platform integrating portfolio and client management, risk and compliance tools for financial advisors and wealth management firms; customizable investor web and mobile apps for 24/7 access to portfolios, plans and insights; and an advisor dashboard to visualize and monitor activities organization-wide.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full d1g1t company profile →
BrightScope Logo

BrightScope

HQ: United States Website
  • Description: Provider of web-based financial information solutions for retirement planning and wealth management, bringing transparency to opaque markets and enabling better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full BrightScope company profile →
Earned Wealth Logo

Earned Wealth

HQ: United States Website
  • Description: Provider of a wealth management platform for doctors, offering personalized financial planning, investment strategies, tax planning, career advisory, insurance, debt management, and trust & estate services. Services include ongoing advisor-led management using the Doctor Wealth Playbook, a three-month Wealth Diagnostic, tax-smart investing, custom indexing, and private investments for accredited investors.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Earned Wealth company profile →
Investor Management Services Logo

Investor Management Services

HQ: United States Website
  • Description: Provider of an investor experience platform for commercial real estate firms to engage investors and manage assets, offering web-based automated waterfall distribution processing, investor dashboards, CRM, document sharing, and investor statements to create investor transparency.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Investor Management Services company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Guideline

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Guideline

2.2 - Growth funds investing in similar companies to Guideline

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4 - Top valuation comps for Guideline

4.2 - Public trading comparable groups for Guideline

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4.3 - M&A Transactions similar to Guideline

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Guideline

What does Guideline do?

Guideline is a provider of an all-inclusive 401(k) retirement plan platform for growing businesses, handling plan administration including set-up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting, with straightforward flat-fee pricing per participant.

Who are Guideline's competitors?

Guideline's competitors and similar companies include Roofstock, d1g1t, BrightScope, Earned Wealth, and Investor Management Services.

Where is Guideline headquartered?

Guideline is headquartered in United States.

How many employees does Guideline have?

Guideline has 1,000 employees 🔒.

When was Guideline founded?

Guideline was founded in 2010 🔒.

What sector and industry vertical is Guideline in?

Guideline is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Guideline

Who are the top strategic acquirers in Guideline's sector and industry

Top strategic M&A buyers and acquirers in Guideline's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Guideline?

Top strategic M&A buyers groups and sectors for Guideline include █████████████████ , ████████████████, █████████████, ████████████, and ████████████████ 🔒.

Financial Investors investing in Guideline's sector and industry vertical

Which are the top PE firms investing in Guideline's sector and industry vertical?

Top PE firms investing in Guideline's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Guideline's sector and industry vertical?

Active PE funds and buyout funds acquiring companies in Guideline's sector and industry vertical include █████████, ██████████, ████████████, and ████████████ 🔒.

Who are the top growth equity funds investing in companies in Guideline's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Guideline include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Guideline's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Guideline?

The key public trading comparables and valuation benchmarks for Guideline include █████████, ██████████, ████████████, and ████████████ 🔒.

Which are the key trading comparable groups for Guideline for public valuation benchmarks?

Our platform tracks detailed public trading comparable groups and valuation benchmarks for Guideline with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in Guideline's sector and industry vertical?

Our platform tracks relevant M&A transactions comparables and valuation benchmarks for Guideline with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Guideline's' sector and industry vertical?

Access recent funding rounds and capital raises in Guideline's sector and industry vertical including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors and valuations.

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