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Artificial intelligence to scale financial advisory to millions

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Company size
1-10 people
Company type
SaaSRailsConsumer Financial Services
Markets
SaaSFinancial ServicesPersonal FinanceFinance Technology
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Artificial intelligence to scale financial advisory to millions
NOTE: Guide Financial was acquired by John Hancock in 2015. This profile is no longer actively being maintained.

Our Mission
To use technology to enable millions of families to increase their savings rates and make better financial decisions - regardless of age or income. We achieve this by combining AI, behavioral finance, and engaging UI that drive positive behavioral change.

Our Approach
We serve as a digital innovation startup within John Hancock, focused on scaling our technology to improve the financial lives of millions of customers in the US and globally. We are an agile, fast-moving, independent startup team based in San Francisco, that leverages the brand, support and resources of John Hancock to ship products that positively impact the lives of customers worldwide.
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VC@Jackson Square Ventures • Head of New Ventures & Partnerships@JohnHancock • CEO @Twine&@GuideFinancial•@mckinsey-company @Microsoft @Stanford University
Funded over

1 round

Latest round

Acquired (May 2015)

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