Guideline is the easy, affordable way to invest in your financial future. Their retirement platform automates plan administration, recordkeeping, compliance testing, investment management, and more. And gives small business owners and their employees the confidence to say yes to today and tomorrow.

Finance

Guideline

Kevin Busque

Elantha Barry

Jeff Rosenberger

Steven Wu

Jeremy Caballero

Qian Liu

Lucas Huizar

Liz Mastrobattisto

Mike Nelson

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Leadership Team

Legal and Compliance

Teams at Guideline

Customer Success and Onboarding

Engineering and Technical Development

Sales and Revenue Operations

Leadership Team

Legal and Compliance