Timeline

📍 London, United Kingdom🗓 Founded 2018👥 50 employees💰 Last funded Aug 2019
Timeline empowers Financial Advisers so they can deliver exceptional value to their clients. We make financial planning easier for advisers and firms with our best in class planning technology and evidence-based investment model portfolio management service. Timeline Portfolios: Timeline Portfolios provides advisers with one of the best investment portfolio management options via our low-cost, evidence-based, discretionary model portfolio service (MPS). Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre. Timeline Planning: Discover our financial planning software and create clear, compelling financial plans built on 100+ years of capital markets data. Register and try for free. Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients. We are rapidly expanding and currently have over £3.5bn Assets Under Management (AUM). Get in touch to discuss how we can work together.
1
Total investors
1
Early stage
0
Mid stage
0
Late stage
2018
Founded
Investor geography1 country
United Kingdom
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Frequently asked questions
Who invested in Timeline?
Timeline has 1 investors on record on gritt.io, including 1 early-stage backers.
When did Timeline last raise funding?
The most recent investment in Timeline recorded on gritt.io was in August 2019.
When was Timeline founded?
Timeline was founded in 2018.
What industry is Timeline in?
Timeline operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Timeline based?
Timeline is headquartered in London, United Kingdom.