About Timeline
Timeline is a Technology company based in London (United Kingdom) founded in 2017 by Abraham Okusanya. Financial planning technology and investment portfolio management services are offered. It operates on a SaaS (Software-as-a-Service) and Managed Services model. Timeline has raised $20.23 million across 2 funding rounds from investors including BlackFin, MTech Capital and Darren Carter. Timeline was last valued at $27.57 million in March 2022. Its chief executive, as recorded, is Abraham Okusanya. Its website timeline.co draws about 27 thousand monthly visits. Timeline offers products and services including Timeline Planning, Timeline Portfolios, and Timeline Platform. Its focus areas include Financials, Financial Services and Financial Technology. Its legal entity is Timelineapp Tech Limited.
Company details
Timeline is dedicated to supporting financial advisers through a unified ecosystem that integrates planning software, evidence-based model portfolios, and platform technology. Services are provided to streamline financial planning, investment management, and client onboarding. Solutions are offered to reduce costs, save time, and improve client outcomes in the financial advisory sector. Tools are developed to assist with risk profiling, cashflow modeling, and portfolio analytics, ensuring advisers can deliver personalized advice efficiently.
- Headquarters London, United Kingdom
- Founders Abraham Okusanya
- Stage Minicorn
- SectorsTechnology
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website timeline.co
- Social LinkedIn X Facebook Instagram YouTube
- Legal Name Timelineapp Tech Limited
- Total Equity Funding$20.23M (USD)
in 2 rounds
- Latest Funding Round$12.22M (USD), Series B
Sep 2023
- InvestorsBlackFin
& 3 more
Products & Services of Timeline
Timeline offers a comprehensive portfolio of products and services, including Timeline Planning, Timeline Portfolios, and Timeline Platform.
Financial plans are created and stress-tested for clients.
Evidence-based portfolios are managed for risk-aligned investments.
Client onboarding and management are streamlined through dashboard.
Apps and channels of Timeline
its YouTube channel Timeline - Empowering Financial Advisers has 636 subscribers and 30 videos.
Videos from Timeline
The most watched videos on Timeline's YouTube channel, Timeline - Empowering Financial Advisers (636 subscribers). Click a video to play it here.
More on Timeline - Empowering Financial Advisers .
Funding Insights of Timeline
Timeline has successfully raised a total of $20.23M across 2 strategic funding rounds. The most recent funding activity was a Series B round of $12.22 million completed in September 2023. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $20.23M
- Total Rounds 2
- Last Round Series B — $12.22M
- First Round $8.01M
(Mar 2022)
- Investors Count 4
All 2 funding rounds of Timeline with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Sep 2023 | $12.22M | Series B | – | BlackFin | |
| Mar 2022 | $8.01M | Series A | $27.57M | – | – |
| Date | Valuation | Stage |
|---|---|---|
| Mar 2022 | $27.57M | •••••••• |
Last known valuation $27.57M (Mar 2022). 4 investors in total: 2 institutional and 2 angel.
Investors in Timeline
Timeline has secured backing from 4 investors, including venture fund and angel investors. Prominent investors backing the company include BlackFin, MTech Capital and Darren Carter.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| blackfin.com | ||||
Early-stage venture capital is provided to insurtech startups. | mtechcapital.com | Santa Monica, United States | ||
DC Darren Carter | unknown_0671acf2793c4f419 | |||
AS Adam Seale | Angel investor and advisor, ex-CEO of Interactive Brokers India | unknown_c1059d54f21d4520a |
Investor details for Timeline
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Timeline
1 people are tracked at Timeline (1 in leadership).
| Name | Role | Group |
|---|---|---|
Abraham Okusanya | Founder & CEO | Leadership |
Complete people profiles for Timeline
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Timeline
4 dated milestones of Timeline across 6 years, from founding to its latest funding, stage changes and deals.
- Founded Timeline is founded.
- Funding First funding round of $8.0M.
- Milestone Reaches Minicorn status.
- Funding Latest funding round, Series B, of $12.2M.
Web traffic of Timeline
The website of Timeline (timeline.co) receives about 27.1K visits a month and ranks #994,884 among all websites worldwide, #10,161 in Financial Planning and Management.
- Monthly visits27.1K
▼ 9.6% vs previous month
- Unique visitors9.4K
per month
- Global rank#994,884
among all websites
- Category rank#10,161
Finance · Financial Planning and Management
- Bounce rate39%
- Pages per visit2.2
- Average visit2 min 01 sec
- DevicesDesktop 39% · Mobile 61%
Websites whose visitors overlap most with Timeline. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| newtonim.com | 100% | 11.1K | #2,144,335 | View details | |
occaminvesting.co.uk | occaminvesting.co.uk | 72% | #2,521,002 | – | |
grahamcapital.com | grahamcapital.com | 70% | #1,270,650 | – | |
callan.com | callan.com | 68% | #1,033,758 | – | |
| repool.com | 68% | 15.3K | #1,441,623 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 39 similar websites and full traffic analytics for Timeline
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 39 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
2 companies that operate in the same segment as Timeline (Investment & Financial Technology) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Online data source platform for information, analytics, and solutions for governments and financial markets | 1959 | London, England, United Kingdom | USD 1.41 B | |||
AI-based platform for automated personal spend management is provided. | 2016 | London, England, United Kingdom | USD 75.78 M |
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Related news about Timeline
Complete news archive for Timeline
Full article history, source details, and older brand coverage require an active premium plan.
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- Older coverage
- Brand-specific news history
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Frequently Asked Questions about Timeline
Timeline was founded in 2017 and raised its 1st funding round 5 years after it was founded.
Timeline is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Abraham Okusanya is the CEO of Timeline, as recorded in our data. They have also founded this company.
Timeline is a funded company, having raised a total of $20.23M across 2 funding rounds to date. The company's 1st funding round was a Series A of $8.01M, raised on Mar 2022.
Timeline is dedicated to supporting financial advisers through a unified ecosystem that integrates planning software, evidence-based model portfolios, and platform technology. Services are provided to streamline financial planning, investment management, and client onboarding. Solutions are offered to reduce costs, save time, and improve client outcomes in the financial advisory sector. Tools are developed to assist with risk profiling, cashflow modeling, and portfolio analytics, ensuring advisers can deliver personalized advice efficiently.
Timeline offers Timeline Planning, Timeline Portfolios, and Timeline Platform.
Timeline has 4 investors. Key investors include BlackFin, MTech Capital, Darren Carter, and Adam Seale.
The valuation of Timeline is $27.57M as of Mar 2022.
Timeline operates through Timelineapp Tech Limited.