# GuideVine Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/guidevine-technologies

- Industry: Financial Services
- Headquarters: New York, US
- Latest round: Seed (Jan 1, 2015)
- Investors on record: 1

## About

GuideVine Technologies, Inc. is an innovative company dedicated to enhancing the financial advisory space by connecting investors with qualified advisors through their digital platform.GuideVine Technologies, Inc. provides a digital platform that simplifies the financial advisory process for consumers and advisers alike. Founded in 2013 in New York, US, the company has completed 2 deals, with the most recent deal dated March 30, 2021. The company was acquired by Avantax, Inc., a portfolio company of Cetera Financial Group, Inc. and Genstar Capital Partners, although the financial terms of the acquisition were not disclosed. The founder's history is not documented, and there are no mentions of prior companies founded.GuideVine Technologies, Inc. specializes in connecting consumers with financial advisers through its innovative digital platform. Their services include personalized matchmaking based on client needs, access to a diverse range of financial professionals, and educational resources to inform consumer choices. The primary users of these services are consumers seeking financial advice and planning, enhancing their ability to make informed decisions about their financial futures. GuideVine primarily serves markets in the United States, targeting cities with a strong presence of financial advisory firms.GuideVine Technologies, Inc. generates revenue through a service fee model, charging financial advisers for access to its platform and to connect with potential clients. This fee structure allows for a predictable revenue stream while providing advisers with the tools they need to grow their client base. Revenue is derived from flagship services that facilitate consumer-advisory connections, which are essential for the company’s operational effectiveness in the financial advisory sector.Following the acquisition by Avantax, Inc. on March 30, 2021, GuideVine Technologies, Inc. plans to leverage the resources of its new parent company to enhance its marketing strategies aimed at financial professionals. The acquisition is expected to facilitate growth by allowing GuideVine to better support the marketing needs of advisers. The company also aims to develop new products that will expand its service offerings, though specific release dates and product details are not yet disclosed. Additionally, the company is exploring expansion into new geographic markets that align with Avantax’s objectives to reach a broader audience of consumers seeking financial advice.

## Funding rounds

- Seed, Jan 1, 2015 — Blue Collective

## Investors

- Blue Collective (https://capitalatlas.ai/funds/blue-collective) — Seed