Announced
Completed
Synopsis
General Atlantic, a private equity firm, led a $200m Series E funding round in Guideline, a provider of advisory and business intelligence services. The round had participation from investors Generation Investment Management, Greyhound Capital, Felicis Ventures and Propel Ventures. "We founded Guideline with the mission to better serve small business owners and their employees by transforming access to retirement savings plans. We are proud of our significant growth over the past six years as we have worked to modernize a legacy component of the US economic system and ensure retirement planning is accessible to all. We are excited to draw upon General Atlantic’s deep expertise at the intersection of technology and financial services as we continue to empower businesses and their employees to plan for the future," Kevin Busque, Guideline Co-Founder and CEO.
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