advertisement
advertisement
advertisement
Most Innovative Companies

Guideline

Guideline is a 401(k) provider designed to work for small businesses. Founded in 2015, the company uses software to automate plan administration, record keeping, compliance testing, reporting and disclosures, and investment management—services that traditionally had to be outsourced to third parties (which racked up fees that eroded retirement assets' ability to grow). In 2018, Guideline had accumulated more than 6,250 small business clients, amassing more than $700 million in assets under management, with more than $30 million added every month from payroll contributions alone.

Lists
2019: Finance
Data
headquarters: San Mateo, California