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GuideVest is an online tool for investors providing the information needed to evaluate the recommendations they receive from their advisors.

  • Stage Concept Only
  • Industry Financial Services
  • Location Dallas, TX, USA
  • Currency USD

Company Summary

44 Million US Households pay for advice. But 37% of households don't trust financial services firms (source: Cerulli). Our target is the investor that uses an advisor but wants to be able to better evaluate recommendations and advice they receive and credibly monitor the performance of their portfolio - and their advisor. GuideVest addresses this need. eg: How much am I really paying in fees? what are the "pros and cons" of a variable annuity?


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    Audie Apple

    Audie has 25 years of financial services experience with Principal Financial Group, the leading provider of 401k plans in the US and AllianceBernstein, a $450B asset manager. Audie has held leadership roles in product development and 3rd-Party distribution strategy giving him unique insights into the platforms of providers of retail financial advice. He has been a frequent guest speaker on a variety of investment and product subjects globally.