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guideline
Overview
Guideline is a technology-driven financial services company revolutionizing 401(k) and retirement planning for small to medium-sized businesses (SMBs). By leveraging a user-friendly, automated platform and a transparent, flat-fee pricing model, Guideline disrupts the traditional 401(k) landscape, offering accessible and affordable retirement solutions that simplify administration, reduce costs, and empower both employers and employees. Their position in the FinTech market is characterized by a commitment to transparency, innovation, and democratizing access to high-quality retirement plans, making them a leading choice for modern SMBs seeking to provide competitive benefits.
guideline's headcount breakdown by department
| Department | HeadCount |
|---|---|
Administrative | 2 |
Consulting | 1 |
Service | 34 |
Design | 6 |
Education | 0 |
Finance | 9 |
Management | 8 |
Hr | 21 |
Legal | 10 |
Marketing | 8 |
Medical | 0 |
Operations | 30 |
Department | 41 |
Product | 26 |
Management | 7 |
Estate | 0 |
Research | 5 |
Sales | 62 |
Technical | 77 |
Trades | 0 |
Guideline's departmental structure clearly reflects its identity as a tech-enabled financial services provider. The largest departments are Technical (77 employees) and Sales (62 employees), indicating a strong emphasis on both continuous product development and aggressive market penetration to acquire new clients. A substantial Customer Service team (34 employees) is critical for retaining clients and ensuring satisfaction in the competitive 401(k) market. The Operations team (30 employees) supports the seamless delivery of Guideline's services. The Product department (26 employees) likely focuses on innovating and expanding the platform's capabilities. HR (21 employees) underscores their investment in attracting and retaining talent. A Legal department of 10 employees ensures compliance within the heavily regulated retirement planning industry. Smaller teams in areas like Finance (9), Marketing (8), and General Management (8) suggest efficiency and a focus on core functions, potentially leveraging automation and streamlined processes. The 'Other Department' category with 41 employees indicates a diverse range of specialized roles or teams that may be more granular than the top-level categories suggest. This structure confirms a tech-heavy, sales-driven approach essential for disrupting the 401(k) space with a modern, efficient solution.
guideline's employees by locations
Employee Count by Country
Total: 347 employees
Guideline's workforce is predominantly concentrated in the United States (341 employees), which is aligned with its primary market focus on U.S.-based SMBs. The smaller presence in Brazil (2 employees) and Canada (4 employees) indicates either early-stage expansion efforts or support functions for clients with international operations. The regional data confirms this, with the vast majority of the workforce based in Northern America (345 employees). This suggests a deliberate strategy of prioritizing the large and addressable U.S. market before aggressively pursuing international opportunities. While expanding to other countries may be part of Guideline's long-term vision, the current distribution indicates a focus on establishing a strong foothold and refining its product within the U.S. market, where the complexities of 401(k) regulations and market dynamics require significant expertise and resources. A future expansion strategy will likely depend on demonstrating success in the U.S. and identifying markets with similar needs and regulatory environments.
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