NEW YORK [June 1, 2016] – GuideVine Technologies, Inc. is pleased to bring back its Summer Scoop financial literacy campaign for the summer of 2016. Building upon the popularity and success of the 2015 campaign that reached 1.5 million people, the company is again providing consumers with daily “scoops” of useful information to help them understand, and deal with, an assortment of common financial issues and frequently-asked questions.

“In 2015, we reached more than 1.5 million people who were looking for information and education on important financial topics that they face everyday,” said Raghav Sharma, CEO and co-founder of GuideVine. “The reality is that most people lack financial literacy skills, which is why the financial services regulators and the industry have declared April ‘financial literacy month’ as a way to increase awareness. At GuideVine, our philosophy is to spread personal finance knowledge year round to today’s digitally savvy consumers. Our short, targeted, easy-to-consume videos continue to be extremely popular and effective. We expect to double our reach this year.”


For many people, summer vacations are a time with fewer daily demands, leaving them free to think about things they may put off during the rest of the year, including financial issues. The videos are short and concise, and can be easily viewed on a phone or tablet, wherever people are. By simply opting in for feeds through social media (Twitter, Facebook, LinkedIn, Google Plus) or by visiting the website, people can view the daily videos, which feature independent financial advisors sharing their expertise on a range of topics. The daily scoops will be delivered as a public service throughout the summer months of June, July and August.

According to Sharma, the most popular video topics of the 2015 campaign were:

  • How to select a financial advisor
  • Women’s finance
  • Retirement planning
  • College planning
  • Next generation planning

“Feedback from our advisor network has been wonderful. Without their enthusiasm, help and expertise, we would not be able to offer Summer Scoop. Many of them have notified their own clients and strategic partners when they appear in the Summer Scoop educational campaign through social media and emailed notes. We’re looking forward the 2016 campaign and to continuing to provide much needed information and education to consumers. Follow us on Twitter @guidevine or ‘like’ us on Facebook to get the inside scoop,” Sharma said.


GuideVine is a free service that helps consumers make the search for the right financial advisor smarter, more transparent and more personal.. It was founded in 2014 to solve a problem faced by many consumers whose financial needs are outpacing their ability, or desire, to handle all the aspects of their personal financial situation without professional assistance. One of the co-founders (former McKinsey & Co. consultants) had recently gotten married, and, in spite of his and his wife’s professional familiarity with the financial world, found that referrals to prospective financial advisors from family and friends led to a series of awkward, unproductive meetings. Their desire to find a better way was the genesis of GuideVine.

Despite the availability of online robo-advisor services, GuideVine believes that most consumers want to talk to and get advice from real financial advisors. GuideVine features videos and other content that make it easy to “virtually interview” and evaluate the more than 250 pre-screened financial advisors who power the platform. These advisors represent firms that collectively manage over $50B in assets, and additional advisors are being added daily.


With GuideVine, consumers can access videos, profiles, community experiences, advisor regulatory histories and authenticated reviews from their personal network. The site enables them to:

  • “Meet” advisors by watching their introductory videos
  • Filter through a broad pool of advisors from multiple firms – based on criteria such as expertise, gender, experience level, location – all in one place
  • Identify advisors who can address their individual needs and circumstances
  • Read and view only content of interest and connect only with advisors they select
  • Get hands-on assistance from a GuideVine Concierge with their search for the right financial advisor
  • Watch “How to” YouTube videos that provide helpful insights and advice
  • Get answers to pressing questions via the “Ask an Advisor” feature
  • Contribute feedback to the GuideVine community

Watch an introductory video about GuideVine or visit


GuideVine is a trust-based platform, built for the evolving digital/social world in which consumers and financial advisors live. It provides people with an unbiased and transparent way to find financial advice and content suited to their needs. The complimentary GuideVine investor matching service, available since March 2014, gives consumers a better way to find the right advisor. GuideVine also helps empower the financial services industry, allowing independent financial advisors to better position themselves with consumers. In the short time the service has been available, GuideVine has amassed over 250 advisors who manage more than $50B in assets. The founders are former McKinsey & Co. consultants and software entrepreneurs, with extensive experience in financial services, investment banking and retail. For more information, visit

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From time to time, the team at GuideVine highlights certain topical videos and content from expert financial advisors. We find these helpful and hope you will to for your managing personal finances. To learn more, you can view and find potential advisors through our advisor matching service and listings, ask one-on-one personal finance questions to these experts, and view “How to” videos on our YouTube channel (