Guideline

guideline.com

financial services

guideline.com

San Mateo, California, United States

201-500 employees

140000000 revenue

LinkedIn Profile

About Guideline

401, personal finance, company benefits, startups, finance, investment, retirement, financial services, small & medium businesses, finance technology, payroll integration, retirement plan for growing businesses, information technology, fintech, retirement plan support for franchises, retirement plan for independent professionals, low-cost retirement, cloud infrastructure, retirement plan onboarding, retirement plan customer support

Guideline's Tech Stack

Decision Makers at Guideline

10 contacts

Mike Nelson

CTO

m***@guideline.com Sign up to view

Kelley Train

VP Data and Strategic Alliances

k***@plainfieldsmedia.com Sign up to view

Aaron Averbuch

VP of Engineering

a***@guideline.com Sign up to view

Justin Self

Director of Engineering

Richard Latimer

Senior Software Engineering Manager

r***@hotmail.com Sign up to view

Milena Chukhray

Director, Data Engineering

m***@guideline.com Sign up to view

Daniel Jolicoeur

VP, Software Engineering

d***@guideline.ai Sign up to view

Shivani Saran

Engineering Manager, Tier-3 Support

s***@guideline.com Sign up to view

Tim Peters

Chief Marketing Officer and Vice President, Demand Generation

t***@guideline.ai Sign up to view

Kaden Pope

Senior Sales Director

k***@gmail.com Sign up to view

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27 technologies detected · 10 decision makers · Emails available

Sales Outreach Angle

CRMs like Salesforce signal an active sales operation. Companies using Salesforce are strong targets for sales training, RevOps tools, data enrichment, and Salesforce integrations.

Guideline's Position in the StackWho Database

• Guideline is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 53,147 companies in California are in the StackWho database.
• 1,120 financial services companies are in the 201-500 employee range (same size as Guideline).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated August 2026.

Frequently Asked Questions

What technology does Guideline use?

Guideline uses Salesforce, Cloudflare DNS, Mailchimp Mandrill, Gmail, Google Apps, Microsoft Office 365, and 21 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Guideline?

StackWho has verified email addresses for 10 decision makers at Guideline. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Guideline directly for sales, recruiting, or partnerships.

What industry is Guideline in?

Guideline operates in the financial services industry, headquartered in San Mateo, California, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Guideline's contact data?

Yes. StackWho Pro members can export decision maker contact data for Guideline and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.