Our Story
 

 

GuideVine Technologies enables financial services firms to better connect to prospects and serve clients through our Enterprise-level SaaS products. Whether it’s a wealth or asset management firm, insurance company or tax advisory firm, GuideVine offers conversion-focused platforms and tools designed to increase marketing ROI and optimize marketing budgets.

 
 

Our flagship GuideVine Enterprise offering comprises three components:

  • Digital Matching Platform (DMP): Creating more compelling and relevant prospect experiences that highlight a firm’s capabilities and the right people, resulting in higher client sign-ups

  • AI Chatbot: Focusing a firm’s staff on the highest value prospect and client interactions, while the bot handles the rest

  • Concierges: Handling coordination and building deeper engagement between qualified prospects and a firm’s team

Dedicated on-going support is provided by our Advisor Success and Engineering teams to create a customized experience that truly represents a firm, with hassle-free implementation and hosting on our technology infrastructure.  

Since 2013, GuideVine Technologies has worked with over 200 firms and supported over half a million prospects. To learn more, please email us at enterprise@guidevine.com, review the materials below. The firm also operates guidevine.com, a discovery platform for boutique RIAs seeking greater digital exposure to prospects nationwide.

 

Resources

Video Overview

 

Presentation

Watch the ~2 minute explainer about how the digital matching platform can help your company increase organic client growth

 

Download the GuideVine Enterprise Overview guide to get a quick sense of features and services included in our solution


Leadership

Our Team includes start up, McKinsey, and Wealth Management industry expertise.

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Raghav Sharma, Founder/CEO

Former Co-Founder & CFO of iRail, an enterprise procurement software solution; was a McKinsey Associate Partner working in financial services before starting GuideVine; former investment banker at
JPMorgan TMT

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Khalid Usmani, COO

Formerly at Morgan Stanley Wealth Management; VP of Advisor Technology;
First ever Head of Platform Engagement focused on acquiring or building advisor practice management technologies

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Doug Lee, CTO

Silicon Valley veteran with 15+ years of B2B and consumer startup experience, focused on product management and UX. Previously at Merced Systems, Success Factors, Foodbuzz,
and 3DO