Guideline
fund manager
sector
B2B Services
geography
North America
Vintages
status
Portfolio
category
#Innovative

Guideline

Co-invested company
Guideline simplifies the creation and management of pension plans for SMEs through an innovative technology platform.
Mobile application for Guideline, part of the Private Equity manager's portfolio General Atlantic

Guideline key figures

4,5 billion
assets under management
+ 20 000
corporate customers
+ 450
employees
0
commission costs
Data at
4/10/24
*Source: Public data from company websites and social networks. For the most up-to-date information, we invite our investors to consult the reports available in their own space.

About Guideline

Guideline specializes in corporate retirement services. It offers an innovative technology platform that makes it easy for small and medium-sized businesses to set up and manage retirement plans.

Its platform enables employers to quickly and easily create customized retirement plans for their employees. Guideline handles plan administration, regulatory compliance, investment of retirement funds and provides online tools to help employees plan and track their retirement savings.

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