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Timeline
timeline.coLocations
London, UK · Kingston Vale, London SW15, UK
industry
Finance · Professional Services
Size
51-200 employees
Stage
Other
founded in
2018
Timeline empowers financial advisers with best-in-class planning technology and evidence-based investment model portfolio management services. Their platform simplifies financial planning for advisers and enhances client engagement through a unified ecosystem that streamlines workflows and improves client experience. With a focus on low-cost, evidence-based solutions, Timeline has rapidly grown, surpassing £6bn in Assets Under Management (AUM) and establishing itself as a leader in the financial planning technology space. Their innovative approach and commitment to supporting financial advisers position them strongly in the market, making them an attractive option for investment.
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