GuideVine was founded to simplify the process of finding a qualified and trustworthy financial advisor. The platform functions as a "matchmaking" service, allowing users to search, compare, and connect with advisors based on their specific financial needs, location, and personal preferences. It aims to bring transparency and accessibility to the financial advisory industry. In November 2020, GuideVine was acquired by Zoe Financial, a similar digital marketplace for finding and hiring financial advisors. Although the GuideVine website is still active, it now operates as part of the Zoe Financial ecosystem.

Founded in

United States