About Guideline

Guideline is a Financial Service company, headquartered in Burlingame, with 501 - 1,000 employees and annual revenue of $1M - $5M.

Everyone should have a simple, affordable way to save for retirement. At Guideline, our plans are low cost and highly automated. This makes it easy for companies to offer a valuable benefit—and easy for people to invest in their financial future with confidence.

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Guideline Company Highlights

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Phone Number

(415) 805-xxxx

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Corporate Office Address

200 Park Road
Burlingame, 94010

Industries Served

Financial Service

Number of Employees

501 - 1,000 Employees

Company Revenue

$1M - $5M

Guideline Email Format

The most common Guideline email format is [f].[last] (ex. j.doe@guideline.com), currently being used by 61% of Guideline business email addresses. There are 13 email formats used by Guideline.

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Guideline Org

Guideline has 15 C-Level, 9 VP, 42 Director, 117 Manager, 67 Senior, 142 Mid-Level, and 16 Other employees.

Guideline Decision Makers

  • CEOJeremy Caballero
  • CFOSteven Wu
  • CTOMike Nelson

Guideline's Tech Stack

Act-On
Adobe
Adobe Creative Suite
ADP

Frequently Asked Questions About
Guideline

FAQs

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Who is the CEO of Guideline?

The CEO of Guideline is Jeremy Caballero. See full contact details  ›

Who is the CFO of Guideline?

The CFO of Guideline is Steven Wu. See full contact details  ›

Who is the CTO of Guideline?

The CTO of Guideline is Mike Nelson. See full contact details  ›

How many senior employees does Guideline have?

Guideline has 250 senior employees that are typically used for decision making.

What email format does Guideline use?

The most common Guideline email format is {f}.{last} (e.g. j.doe@guideline.com).

Who are the key decision makers at Guideline?

Key decision makers at Guideline include Jeremy Caballero (CEO), Steven Wu (CFO), and Mike Nelson (CTO). See full contact details  ›

What technologies does Guideline use?

Guideline uses technologies including Act-On, Adobe, and Adobe Creative Suite.

How do I contact Guideline?

To contact Guideline, visit guideline.com.

Where is Guideline headquartered?

Guideline is headquartered at 200 Park Road, Burlingame.

What is the main phone number for Guideline?

The main phone number for Guideline is (415) 805-xxxx.

What is the official website for Guideline?

The official website for Guideline is guideline.com.

What is the annual revenue of Guideline?

The annual revenue of Guideline is $1M - $5M.

How many employees does Guideline have?

Guideline has 501 - 1,000 employees.

What industry is Guideline in?

Guideline is in the Financial Service industry.

Last updated: September 28, 2025

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