GUIDE FINANCIAL
Web-based platform that enables financial advisors and institutions to help clients build assets and manage their full financial lives - leveraging powerful behavioral finance techniques, automated plan execution and seamless advisor integration Guide modernizes the financial advising experience and democratizes access to high-quality financial guidance across the United States. We are based in San Francisco, California and partner with Intuit to provide users with secure access to accounts at 19,000 financial institutions across North America.
GUIDE FINANCIAL
Industry:
Financial Services FinTech Personal Finance SaaS
Founded:
2012-12-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.guidefinancial.com
Total Employee:
1+
Status:
Closed
Contact:
+1 (646) 372-8643
Email Addresses:
[email protected]
Total Funding:
450 K USD
Technology used in webpage:
Domain Not Resolving
Founder
Investors List
AltaIR Capital
AltaIR Capital investment in Angel Round - Guide Financial
Official Site Inspections
http://www.guidefinancial.com
- Host name: ec2-23-23-66-93.compute-1.amazonaws.com
- IP address: 23.23.66.93
- Location: Ashburn United States
- Latitude: 39.0481
- Longitude: -77.4728
- Metro Code: 511
- Timezone: America/New_York
- Postal: 20149
More informations about "Guide Financial"
Guide Financial - Crunchbase Company Profile & Funding
View contacts for Guide Financial to access new leads and connect with decision-makers. View All Contacts . Details. Edit Details Section. Industries . Financial Services . FinTech . Personal …See details»
Guide Financial - PitchBook
Guide Financial General Information Description. Developer of software for financial advisers. The company provides a platform designed to enable financial decisions and wealth-building, …See details»
Guide Financial Inc - Company Profile and News - Bloomberg …
Company profile page for Guide Financial Inc including stock price, company news, executives, board members, and contact informationSee details»
Guide Financial Planning — Christian Fee Only …
Guide Financial Planning, LLC is a registered investment adviser offering advisory services in the states of Minnesota, Virginia, Wisconsin, Florida, California, and Texas and in other jurisdictions where exempted. Registration …See details»
Guide Financial, Inc. Company Profile - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for Guide Financial, Inc. of San Francisco, CA. Get the latest business insights from Dun & Bradstreet.See details»
Guide Financial - Products, Competitors, Financials, Employees ...
Guide Financial is a software company that enables financial advisers and institutions to help clients build assets and manage their full financial lives - utilizing artificial intelligence, …See details»
Guide Financial Group - Crunchbase Company Profile & Funding
Guide Financial Group is a financial services firm that assists clients who want objectivity without any product or sales influence. They guide the clients to create and protect a lifetime of wealth …See details»
John Hancock Acquires Guide Financial | Wealth …
May 26, 2015 Uri Pomerantz, Guide Financial’s co-founder and CEO, said the behavioral finance concepts and technology will “integrate” with John Hancock’s products and services.See details»
Sample Financial Plans: What Does a Guide FP Financial …
Sep 27, 2023 About Guide Financial Planning. Guide Financial Planning is led by founder Ben Wacek, who is a Christian fee-only Certified Financial Planner™ and Certified Kingdom Advisor®. He has a passion to help people of all …See details»
Guide Financial Planning - LinkedIn
Guide Financial Planning Financial Services Minneapolis, MN 64 followers Money is confusing. We'll help you figure it out.See details»
Portfolio Management – Experience, Results - Guide Financial
Portfolio Management Investing your money in unique portfolios to achieve your goals Portfolio Management — Experience, Results Portfolio Management is one of our specialities at Guide …See details»
A Guide to Financial Statements of Not-for-Profit Organizations
Shouldn’t the board be focusing on our organization’s mission? The ultimate goal of every not-for-profit organization, and hence every organization’s board, is the achievement of its mission. …See details»
GUIDE TO UNDERSTANDING NONPROFIT FINANCIAL STATEMENTS
Statements that organizations must produce, and we will touch on each of these in this . The four required guide financial statements are: Statement of Financial Position, Statement of …See details»
Guide on Financial Arrangements and Funding Options - Canada
Make or Buy? and Making the Organization More Efficient, from the Stretching the Tax Dollar series, and Guide to the Costing of Outputs in the Government of Canada are three other …See details»
A Guide to Financial Statements of Not-For-Profit Organizations
The Risk Oversight and Governance Board of the Canadian Institute of Chartered Accountants has developed this Guide to help directors of not-for-profit organizations (NPOs) to understand …See details»
A Guide to Financial Management for Organizations
Your organization will need many assets throughout the season, whether that’s new equipment, first aid materials, or coverage for unexpected expenses. As your organization's financial …See details»
Guide to financial statements for NFPs | CPA Canada
Designed for NFP directors without a financial background, A Guide to Financial Statements for Not-for-Profit Organizations (2nd Edition) will help you understand the financial statements of …See details»
A guide to financial statements of not-for-profit organizations ...
Also available in French under the title : Guide sur les états financiers des organismes sans but lucratif Contents : The Process of Financial Reporting The Roles and Responsibilities …See details»
Nonprofit data for donors, grantmakers, and businesses
Easily search 1.8 million IRS-recognized tax-exempt organizations, and thousands of faith-based nonprofits Gather insights on financials, people/leadership, mission, and more Quality. …See details»
The Financial Planning Process: A Step-by-Step Guide
The financial planning process, often viewed as a daunting and intricate task, is an indispensable part of creating a prosperous financial future.See details»