Timeline provides planning technology and portfolio management solutions aimed at financial advisers and financial planning firms. Its platform features modules for initial client fact-finding, risk profiling, cashflow modelling, investment analytics and Timeline Portfolios, a suite of low-cost, high-performing model portfolios. The company is led by CEO and founder Abraham Okusanya with Adam Seale as chairman. Timeline announced it has reached a £3bn assets-under-management milestone and said it is on a path to double in size by the end of 2023. The company intends to use the new funding to expand operations and broaden its business reach. Timeline is based in London, UK.

Total raised

$12M

Funding rounds

1

Latest round

Series B

Latest activity

Sep 2023