Timeline - About the company
Timeline is a series B company based in London (United Kingdom), founded in 2017 by Abraham Okusanya. It operates as a Provider of financial planning technology and investment portfolio management services. Timeline has raised $20.4M in funding from BlackFin, with a current valuation of £*****. The company has 227 active competitors, including 20 funded and 23 that have exited. Its top competitors include companies like Iress, Income Lab and RightCapital.
Company Details
It is a company that offers financial planning services and investment portfolio management. They provide best-in-class planning technology and evidence-based investment models to make financial planning easier for their clients.
- Website
- www.timeline.co/
- Email ID
- *****@timeline.co
- Phone Number
- +44 **********
- Registered Address
- Phoenix House Suite 5, First Floor, Phoenix House, Christopher Martin Road, Basildon, Essex, England, SS14 3EZ
Key Metrics
Founded Year
2017
Location
London, United Kingdom
Stage
Series B
Total Funding
$20.4M in 2 rounds
Latest Funding Round
Post Money Valuation
£***** as on Sep 29, 2023
Ranked
28th among 227 active competitors
Employee Count
89 as on Apr 30, 2026
Legal entities associated with Timeline
Timeline is associated with 2 legal entities given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Documents |
|---|---|---|---|---|
TIMELINE HOLDINGS LTD CIN: 13266210 , United Kingdom, Active | - | - | ||
Timelineapp Tech Limited. CIN: 11405676 , United Kingdom, Active | Jun 07, 2018 | - | 15 (As on Dec 31, 2021) |
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Timeline's funding and investors
Timeline has raised a total funding of $20.4M over 2 rounds. Its first funding round was on Mar 21, 2022. Its latest funding round was a Series B round on Aug 03, 2023 for $*****. 4 investors participated in its latest round. Timeline has 7 institutional investors and 2 angel investors.
Here is the list of recent funding rounds of Timeline:
Date of Funding | Funding Amount | Round Name | Post-Money Valuation | Revenue Multiple | Lead Investors | Other Investors |
|---|---|---|---|---|---|---|
Aug 03, 2023 | 5291256 | Series B | 6368404 | 5607944 | 8814406 | 4489332 |
Mar 21, 2022 | 1215842 | Series A | 4210736 | 2032388 | 3568726 | 3847933 |
View details of Timeline's funding rounds and investors
Timeline's founders and board of directors
Founder? Claim ProfileThe founders of Timeline is Abraham Okusanya. Abraham Okusanya is the CEO of Timeline.
Here are the details of Timeline's key team members:
- Abraham Okusanya: Founder & CEO of Timeline and founder of 2 other companies, Betafolio and Timeline. Contact Info: 3 email addresses
View details of Timeline's Founder profiles and Board Members
Timeline's employee count trend
Timeline has 89 employees as of Apr 26. Here is Timeline's employee count trend over the years:
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Timeline's Competitors and alternates
Top competitors of Timeline include Iress, Income Lab and RightCapital. Here is the list of Top 10 competitors of Timeline, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Online provider of wealth management solutions for financial markets | - | 71/100 | ||
2nd | Income Lab 2018, Denver (United States), Series A | Developer of software for retirement income planning and financial advising | $8.81M | - | 57/100 |
3rd | RightCapital 2012, New Haven (United States), Series A | Financial planning software empowering advisors to simplify, engage clients, and scale | $3.32M | - | 57/100 |
4th | Hubly 2019, New York City (United States), Acquired | Business management platform for financial advisors | $2.45M | 56/100 | |
5th | Leonteq 2007, Zurich (Switzerland), Public | Products and Services provider for Structured Products | - | 54/100 | |
6th | InvestorAi 2017, Bengaluru (India), Series A | AI-powered platform providing curated investment portfolios and intraday trading baskets | $9.55M | 54/100 | |
7th | Asset-Map 2008, Philadelphia (United States), Series B | Visual financial planning software empowering advisors to create client-centric strategies | $7.6M | 53/100 | |
8th | Modern Wealth Management 2023, Lenexa (United States), Series D | Provider of wealth management services | $200M | 53/100 | |
9th | Nevis Wealth Technology 2024, London (United Kingdom), Series A | AI-powered wealth management platform for financial advisors and their teams to automate core workflows | $40M | 52/100 | |
10th | Practice management software for wealth managers | - | - | 52/100 | |
28th | Timeline 2017, London (United Kingdom), Series B | Provider of financial planning technology and investment portfolio management services | $20.4M | 36/100 |
Looking for more details on Timeline's competitors? Click here to see the top ones
Timeline's Investments and acquisitions
Timeline has made no investments or acquisitions yet.
Reports related to Timeline
Here is the latest report on Timeline's sector:
News related to Timeline
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L’Oréal invests in the ‘start up’ Switzerland of Timeline longevityAmérica Retail•Jan 24, 2024•L'Oréal, Timeline, Timeline Nutrition, Swiss and 8 others
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Just Group and Timeline Collaborate to Enhance Retirement Portfolios with Guaranteed Income AssetBusiness Manchester•Jan 22, 2024•Just, Timeline
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