Timeline

About Timeline

Timeline empowers financial advisers and financial planning firms to work smarter, serve better, and grow faster by providing a fully integrated ecosystem that combines advanced planning software, evidence-based model portfolios, and innovative platform technology. Their mission is to simplify processes, save time, reduce costs, and create exceptional outcomes for clients.

Products & Services

Planning:Tools for initial fact-finding, risk profiling, cashflow modeling, IHT planning, and customizable reporting. Plans are stress-tested against over 100 years of real market data with full audit trails.

Portfolios:Low-cost, evidence-based, globally diversified portfolios designed on Nobel Prize-winning principles. Features include performance analytics and risk mapping through a Control Centre.

Platform:A unified dashboard for managing accounts, trades, documents, and transfers. Includes digital onboarding (KYC and AML), client portal with secure messaging, and real-time transfer tracking.

Specialties

Financial Planning Software Evidence-Based Investment Portfolios Client Onboarding and KYC/AML Tools Risk Profiling and Stress Testing Cashflow Modeling Portfolio Analytics

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series B T: - FT: Series B	A: 12500000 MR: - FA: £10m FAN: 12500000	D: 2023-09-25 FD: 2023-09-25	4 investors

Series B Latest

2023-09-25

$12.5M

4 investors (Pro only)

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

A

Abraham Okusanya

Founder & CEO

N

Nicki Hinton-Jones

CIO

K

Karthica Underwood

COO

E

Ed Carey

CCO

R

Richard Preston

CFO

T

Tom Newbould

CMO

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Recent News

Timeline Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised