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GuideVine Press and Media

Everything you need to report on GuideVine. Direct inquiries to:

press@guidevine.com Download Press Kit

Overview

GuideVine’s mission is to help people find the right financial advisor. Traditionally, the search for a financial professional means asking for word-of-mouth referrals, relying on brand name firms and cutting through jargon. It's a time consuming, hit-or-miss, and unreliable method for finding the right financial advisor.

GuideVine represents the new way to find a financial advisor. Convenient. Unbiased. Trustworthy. With a nationwide network of pre-screened, fiduciary advisors consumers can quickly find professionals best suited for their particular needs. They can then narrow down potential choices by "virtually interviewing" them - watching advisor videos and going through detailed profiles.

GuideVine offers three methods for finding a financial advisor: investors can browse advisor profiles at their leisure, use the platform’s questionnaire and matching algorithm to find matched advisors, or they can book a GuideVine Concierge, a free offering where members of the GuideVine team walk them through the process of finding a financial advisor on the platform.

The GuideVine 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.

Yet what followed was all too common: a series of awkward and unproductive meetings. GuideVine was born out of this personal experience with a mission to be the best place to find a financial advisor.


GuideVine by the Numbers

2013

Founded in NYC

222K+

Consumers helped

152%

YoY traffic growth

150%

YoY engagements

70K+

Advisor video views

4MM

Summer Scoop views

220+

Active advisors

$32.6BN+

AUM

910+

Advisor videos


The GuideVine Advisor

  • Fiduciary, with additional GuideVine requirements for experience, size, and regulatory history
  • 18 years of experience
  • $148 million AuM

The GuideVine Consumer

  • Looking for financial planning, wealth management, and retirement planning
  • 35+, typically married with kids
  • 40% high net worth, 50% mass-affluent

Logos

GuideVine standard logo
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GuideVine stacked logo
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GuideVine mark circle
Circle mark:
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GuideVine mark circle reverse
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Screenshots


Videos


Team