Guideline Valuation Analysis: Latest Market Insights & Trends

Guideline Valuation and Overview

Sectors

Financial, SaaS, Talent Management, InvestmentTech

Headquarters

1412 Chapin Avenue, Burlingame, California, 94010, United States

CEO

Kevin Busque

Guideline shares trade at a 7.95% discount to their Series E Valuation, as of May 05, 2025.

Series E Valuation

Latest funding round

$1.18B

XXXXX

2021-04-12

XX-XX-XXXX

PM Insights Implied Valuation

$1.09B

2025-05-05

AV Implied Valuation

XXXXX

XX-XX-XXXX

Change since Last Round

-7.95%

2021-04-12 ➞ 2025-05-05

Change since Last Round

XXXXX

XX-XX-XXXX

Secondary Activity

Low

XXXXX

Volume

$0.0M

XXX

(90 day period)

Bid

XXX

Ask

XXX

Bid

$0.0M

Ask

$0.0M

Business Partnerships

Targeted Impact

Who Will Benefit?

What Comes Next?

Guideline Growth Timeline

No items found.

Guideline and Competition

The 401(k) provider market exhibits a clear divide between SMB-focused innovators and established enterprise solutions. SMB-centric providers like Guideline, 401GO, and Human Interest emphasize streamlined setup, digital-first experiences, and transparent pricing models. Enterprise-oriented providers like ADP and Empower leverage their scale and infrastructure to serve larger organizations. Middle-market providers such as Vestwell and Betterment at Work bridge this gap with scalable platforms supporting diverse business sizes, while competition intensifies as technology continues to democratize retirement plan access.

For additional insights and information on Guideline, contact us today to access the full PM Insights report.

Request the full report

Guideline Market Inteligence Snapshot

Guideline Annual Revenue & Year-Over-Year Growth Rate

Guideline generated $100.0M in revenue as of 2023, reflecting a year-over-year growth rate of +25.0%, according to PM Insights' market research. Guideline carries a 7.34x revenue multiple as of May 05, 2025, according to PM Insights' venture secondary market data.

Guideline Secondary Market ROI (Return on Investment)

Guideline Bid-Ask Volume Ratios (Private Secondary Market)

Guideline Mutual Fund Valuations (NAV)

Guideline Funding Rounds & Cap Table Details

PM Insights tracks detailed primary funding rounds and verifies cap table directly from original filings for Guideline. Guideline raised $200.0M in its Series E on April 12, 2021, with a price per share reflecting a post-money valuation of $1.18B, according to PM Insights' market data.

Access the full report