logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Questions? Need help?
Book a Concierge!
Concierge plug ana

About GuideVine: Our Story

In 2012, one of our co-founders happily got married. As he and his wife envisioned their future together they realized it was the right time to find a financial advisor. Both were familiar and comfortable in the financial sphere and set off on their search open-minded and confident. Yet what followed was all too common: online searches and a list of referrals from family and friends led to a series of awkward and unproductive meetings. It was clear to them that there had to be a better way. GuideVine was born out of this personal experience with a mission to help consumers find the right financial advisor for them.

How it works

Benefits

GuideVine is the best place to find expert financial advisors and content suited for your individual financial situation. Our personalized matches help connect you with advisors that share your values and meet your needs. We help to break down the barriers of unfamiliarity and trust that stand in the way of this important personal decision. On GuideVine, you can:

  • Filter through a broad pool of advisors, from multiple firms, with varied expertise, all in one place
  • Find advisors tailored to your individual needs and circumstance
  • "Virtually meet" advisors by watching their videos and seeing if they could be a fit
  • Get free help from one of our concierges
  • Keep the decisions in your hands - view only the content you want - connect only with advisors you feel comfortable with
  • Access videos, profiles, authenticated reviews from your personal network, community experiences and advisor regulatory histories
  • Learn about finance topics tailored to you and contribute to the GuideVine community
  • Enjoy unlimited free access to all of GuideVine - watch videos, read content, research and meet advisors

Team

Raghav
Raghav

Co-founder and CEO

Khalid
Khalid

COO

Akanke
Akanke

Advisor Success

Tom
Tom

Marketing/Consumer Success

Ana
Ana

Marketing

Patrick
Patrick

Content Manager

Sam
Sam

Business Development

Nevin
Nevin

Advisor Success

Aysha
Aysha

Relationship Manager

Doug
Doug

CTO

Billy
Billy

VP Engineering

Aaron
Aaron

Senior Engineer

Rap
Rap

Engineer

Brian
Brian

Co-founder and Advisor

Hiring
Hiring

Front End Developer

Hiring
Hiring

Marketing Analyst

Let us know what you think about GuideVine!



Tell us what you think!

We aspire to create a trust-based place for consumers to find the right financial advisor for themselves.

Feel free to share any ideas or feedback to make GuideVine better - we would love to hear from our users, and share exciting updates coming in the next few months!

We're Hiring!

Our home is NYC, and we’re always on the lookout for folks here and in Los Angeles, especially in Marketing and Advisor Success roles. If you are interested in joining the team, email us at jobs@guidevine.com

Spinner Loading...