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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.
Social
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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
Stage
Series B
Total Funding
$20.4M in 2 rounds
Latest Funding Round
Post Money Valuation
£***** as on Sep 29, 2023
Investors
Ranked
Employee Count
89 as on Apr 30, 2026
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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
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Timeline's founders and board of directors

Founder? Claim Profile
The founders of Timeline is Abraham Okusanya. Abraham Okusanya is the CEO of Timeline.
Here are the details of Timeline's key team members:

Timeline's employee count trend

Timeline has 89 employees as of Apr 26. Here is Timeline's employee count trend over the years:
Employee count trend for Timeline
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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:
Rank
Company Details
Short Description
Total Funding
Investors
Tracxn Score
1st
Logo for Iress
Iress
1993, Melbourne (Australia), Public
Online provider of wealth management solutions for financial markets
-
71/100
2nd
Logo for Income Lab
Income Lab
2018, Denver (United States), Series A
Developer of software for retirement income planning and financial advising
$8.81M
-
57/100
3rd
Logo for RightCapital
RightCapital
2012, New Haven (United States), Series A
Financial planning software empowering advisors to simplify, engage clients, and scale
$3.32M
-
57/100
4th
Logo for Hubly
Hubly
2019, New York City (United States), Acquired
Business management platform for financial advisors
$2.45M
56/100
5th
Logo for Leonteq
Leonteq
2007, Zurich (Switzerland), Public
Products and Services provider for Structured Products
-
54/100
6th
Logo for InvestorAi
InvestorAi
2017, Bengaluru (India), Series A
AI-powered platform providing curated investment portfolios and intraday trading baskets
$9.55M
54/100
7th
Logo for Asset-Map
Asset-Map
2008, Philadelphia (United States), Series B
Visual financial planning software empowering advisors to create client-centric strategies
$7.6M
53/100
8th
Logo for Modern Wealth Management
Modern Wealth Management
2023, Lenexa (United States), Series D
Provider of wealth management services
$200M
53/100
9th
Logo for Nevis Wealth Technology
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
Logo for Praemium
Praemium
2001, Saint Helier (Jersey), Public
Practice management software for wealth managers
-
-
52/100
28th
Logo for Timeline
Timeline
2017, London (United Kingdom), Series B
Provider of financial planning technology and investment portfolio management services
$20.4M
36/100
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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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