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Timeline logo

Timeline

Recent Finacing

Series B

Recent Raise

$12.2M

Timeline provides planning technology and portfolio management software for financial advisers, with modules for client fact-finding, risk profiling, cashflow modelling, investment analytics, and model portfolios.

Founded 2018
England, United Kingdom
11-50
Private
timeline.co

Highlights

Focus Areas

Consulting
Financial Services
FinTech

Recent Investors

MTech Capital logo
BlackFin Capital Partners logo

Financials

$12.2M

Total Raised

1

Funding round

2

Investors


Team

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See the team members at Timeline.