| Name | Title | Contact Details |
|---|---|---|
Kristopher Barros |
Vice President of Compliance | Profile |
Scott Woodbury |
Vice President of Risk and Compliance | Profile |
Stephanie Ziebell |
Senior Vice President and General Counsel | Profile |
Guideline is an all-inclusive 401(k) provider designed for growing businesses. Our robust technology handles all plan administration, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant and no management or advisory fees. We believe that a 401(k) should be easy for anyone to set up and even easier for employees to enroll and save. We aim to make smart investing simple.
Par Funding is the premier provider of small business funding and working capital for both small and large businesses. We have the tools and resources to help your company flourish. Since our inception, we have provided over $2 billion in funding since...
School Employees Credit Union Of Washington is a Seattle, WA-based company in the Financial Services sector.
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OpenInvest is a YCombinator and Andreessen Horowitz-backed startup powering the post-fund future. Our team of senior technologists from the hedge fund industry and civil society leaders is disrupting traditional asset management by tackling underserved markets with customized, values-informed investing.