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GuideVine and Cancer Research Institute Announce Philanthropic Partnership

Consumers Support Cancer Research While Taking a Step to Secure Their Own Financial Future

NEW YORK, December 29, 2015—GuideVine Technologies, Inc. (GuideVine), an online platform that helps consumers find a right-fit financial advisor, is pleased to announce that the Cancer Research Institute (CRI) will be its first philanthropic partner for the new year. The partnership will run January through March.

Established in 1953, CRI is the world’s only nonprofit organization dedicated to funding scientific research focused exclusively on harnessing the immune system’s natural ability to fight cancer. This work has led to breakthrough treatments, called immunotherapy, that are effective in the treatment of certain cancers, including lung cancer, melanoma, and many others. Considered one of the most promising approaches to cancer treatment, immunotherapy is poised to become a cornerstone of treatment for all types of cancer.

“Partnering with the CRI is an enormous honor for us,” said GuideVine CEO and Co-founder Raghav Sharma. “GuideVine is dedicated to helping consumers find unbiased financial advice that meets their needs by facilitating connections with professional financial advisors. For each consumer who has an initial meeting with an advisor during the months of January, February and March, we will donate $100 to CRI. This is a way for GuideVine, and the consumers we serve, to participate in the fight against cancer.”

“We are delighted to have been selected by GuideVine as their philanthropy partner to kick off the New Year,” said ­­­­­­­­­­Jill O’Donnell-Tormey, CEO and Director of Scientific Affairs at the Cancer Research Institute. “We appreciate their desire to help people take control of their finances while also contributing to vital cancer research that can have an enormous impact on so many lives.”

“We know that for many people, it can be intimidating to take that that first step to meet with a financial advisor and it often gets pushed to the back burner,” said Sharma. “GuideVine users who take the first step toward planning for their financial futures can, at the same time, advance CRI’s mission to discover and develop immunotherapies to cure all types of cancer. Our $100 donations to this critical effort could be just the motivator our users need to help them move forward.”

GUIDEVINE FREE SERVICE FOR CONSUMERS

Consumers can research the more than 170 advisors on the GuideVine platform. Platform features include: videos, profiles, community experiences, advisor regulatory histories and authenticated reviews from the visitor’s personal network. Site use, which is free to consumers, allows them to:

  • “Meet” advisors by watching their introductory videos
  • Filter through a broad pool of advisors from multiple firms - based on criteria such as expertise, gender, experience level, location - all in one place
  • Identify advisors who can address their individual needs and circumstances
  • Read and view only content of interest and connect only with advisors they select
  • Schedule introductory meetings through a simple online booking system
  • Seek 1:1 help from a GuideVine concierge
  • Watch “How to” YouTube videos that provide helpful insights and advice
  • Get answers to pressing questions via the “Ask an Advisor” feature
  • Contribute feedback to the GuideVine community

For more information, visit www.guidevine.com.


About GuideVine
GuideVine is a trust-based platform, built for the evolving digital/social world in which consumers and financial advisors live. It provides people with an unbiased and transparent way to find financial advice and content suited to their particular needs. The complimentary GuideVine investor matching service, available since March 2014, gives consumers a better way to find the right advisor. GuideVine also helps empower the financial services industry, allowing independent financial advisors to better position themselves with consumers. In the short time the service has been available, GuideVine has amassed over 170 advisors who manage more than $35B in assets. The founders are former McKinsey & Co. consultants and software entrepreneurs, with extensive experience in financial services, investment banking and retail. For more information, visit www.guidevine.com.

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