Raised $25M across disclosed rounds.[1][5][6]

Series A closed August 2025, led by Forerunner.[1][5][8]

post-money valuation is not publicly disclosed.

Named investors include Forerunner, Lux Capital, SV Angel, Box Group, Henry Kravis, HOF Capital, Inspired Capital, Westbound Equity Partners.[1][5][8]

Abdul Al-Asaad, Co-Founder, CEO[6][9]

Anjan Karanam, Co-Founder, CTO[6][9]

Bonnie London, Managing Director - Advisor Partnerships[6][10][11][13][14]

Nate Taylor, Head of Growth[6][10][11][13][14]

Jacob W. Eigner, General Counsel[6][10][11][13][14]

William Hoenig, Head of Customer Success[6][10][11][13][14]

Scott Beeber, Head of Employer Strategy[6][10][11][13][14]

Hunter Hopcroft, Head of Editorial and Product Marketing[6][10][11][13][14]

Brandon Angelini, Chief Business Officer[6][10][11][13][14]

Guideline · guideline.com · Same buyer (employers seeking a modern 401(k) provider) and same workflow (retirement plan recordkeeping, administration, and employee experience).[4]

Human Interest · humaninterest.com · Same buyer (employers) and same workflow (full-stack 401(k) recordkeeping and administration).[4]

Vestwell · vestwell.com · Same buyer (employers and their advisors) and same workflow (401(k) recordkeeping and plan administration).[4]

Betterment at Work · betterment.com · Same buyer (employers) and same workflow (digital 401(k) platform with automated investing).[4]

Ask the company for a current headcount and the date it was counted.

Not a recommendation. The first thing this ledger cannot answer.

Filled in the side panel for invited readers. This card carries sourced facts only.