Company Information

Get to know Guideline

Founded in 2015, Guideline is a financial technology company with a mission to help everyone arrive at a secure retirement. The company offers a full-stack solution that automates 401(k) plan administration, recordkeeping, compliance, and investment management. By leveraging technology to reduce overhead and offering transparent, low-cost index funds, Guideline aims to make retirement savings plans accessible and affordable for businesses of all sizes, operating as a 3(38) and 3(16) fiduciary to manage investments and plan administration on behalf of its clients.

Industry

Financial Financial AdvisementPRIMARY
Financial Insurance
Financial Other Service

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Guideline

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.