Company Overview
- Website
- guidevinetech.com
- Phone
- (917) 338-7999
- Employees
- 5
- Founded in
- 2013
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Recent News & Media
Avantax Acquires Lead-Gen Platform GuideVine
- Mar 31, 2021
- wealthmanagement.com
Financial planning can secure LGBT peace of mind and an independent way of life
- Jul 21, 2020
- straight.com
Who is GuideVine
GuideVine Technologies is a privately held company based in New York, New York. The company employs 5 people and generates over $10,000 in annual revenue. GuideVine Technologies provides Enterprise-level SaaS products designed to help financial services firms connect with prospects and serve clients more effectively. Their solutions are tailored for wealth and asset management firms, insurance companies, and tax advisory firms. GuideVine's offerings aim to increase client acquisition, improve marketing return on investment (ROI), and optimize marketing budgets. The company's flagship product, GuideVine Enterprise, consists of three key components: the Digital Matching Platform (DMP), an AI Chatbot, and Concierges. The DMP creates personalized prospect experiences, the AI Chatbot handles routine interactions, and Concierges facilitate deeper engagement between prospects and firm teams. GuideVine Technologies emphasizes dedicated ongoing support, customized experiences, and hassle-free implementation. For more information, interested parties can email [email protected].
GuideVine Industry Tags
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
10M | 12 | New York, NY | ||
10M | 71 | New York, NY | 1979 | |
10M | 96 | Atlanta, GA | 2012 | |
10M | 35 | Dallas, TX | 1961 | |
10M | 5 | San Antonio, TX | 2009 |