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GuideVine - About the company

GuideVine is an acqui-hired company based in New York City (United States), founded in 2013 by Raghav Sharma. It operates as a Match.com for investors & financial advisors. The company has 2717 active competitors, including 212 funded and 177 that have exited. Its top competitors include companies like Scripbox, Nutmeg and Fisdom.

Company Details

GuideVine provides an online platform for high net worth individuals looking for financial advice. Based on the preferences of the investors, it provides a list of advisors, and the investors can select advisors based on their preferences. It features videos, detailed profiles and reviews that investors can access.
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Key Metrics
Founded Year
2013
Location
New York City, United States
Stage
Acqui-Hired
Investors
Ranked
Employee Count
3 as on Mar 31, 2026
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GuideVine's funding and investors

GuideVine is a funded company. GuideVine has 1 institutional investor.

GuideVine's founders and board of directors

Founder? Claim Profile
The founders of GuideVine is Raghav Sharma.
Here are the details of GuideVine's key team members:

GuideVine's employee count trend

GuideVine has 3 employees as of Mar 26. Here is GuideVine's employee count trend over the years:
Employee count trend for GuideVine
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GuideVine's Competitors and alternates

Top competitors of GuideVine include Scripbox, Nutmeg and Fisdom. Here is the list of Top 10 competitors of GuideVine, ranked by Tracxn score:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Scripbox
Scripbox
2012, Bengaluru (India), Series D
Platform offering mutual fund investments, financial planning, and wealth growth services
$84M
78/100
2nd
Logo for Nutmeg
Nutmeg
2011, London (United Kingdom), Acquired
Personal finance planning and management platform
$180M
78/100
3rd
Logo for Fisdom
Fisdom
2015, Bengaluru (India), Acquired
Provider of online investment and wealth management services
$48.6M
74/100
4th
Logo for Dezerv
Dezerv
2021, Mumbai (India), Series C
Wealth management platform offering financial planning and advisory service
$100M
74/100
5th
Logo for Nuvama
Nuvama
2008, Mumbai (India), Public
Diversified of wealth & asset management services
-
-
72/100
6th
Logo for Farther
Farther
2019, New York City (United States), Series C
App-based financial planning and management platform for individuals
$118M
69/100
7th
Logo for Pontera
Pontera
2012, New York City (United States), Series C
Tax management solutions for businesses
$160M
68/100
8th
Logo for Ascensus
Ascensus
1980, Dresher (United States), Acquired
Tax-advantaged savings solutions and strategic technology partnerships for financial institutions and governments
-
67/100
9th
Logo for Origin
Origin
2019, San Francisco (United States), Series B
Financial planning solutions for employees
$68M
65/100
10th
Logo for A J Bell
A J Bell
1995, Manchester (United Kingdom), Public
Financial advisory and retirement planning service provider
$32M
65/100
715th
Logo for GuideVine
GuideVine
2013, New York City (United States), Acqui-Hired
Match.com for investors & financial advisors
-
23/100
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GuideVine's Investments and acquisitions

GuideVine has made no investments or acquisitions yet.

Reports related to GuideVine

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News related to GuideVine

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