Timelineapp Tech Limited

Timelineapp Tech Limited develops an integrated platform tailored for financial advisers and planning firms, allowing them to streamline financial planning and investment management processes efficiently. Timelineapp Tech Limited specializes in delivering advanced financial planning tools and resources since its inception in 2018. The company is headquartered in London, UK, and operates across Europe and North America. CEO Abraham Okusanya leads the firm, which has successfully raised GBP 9.

90 mn in Series B funding as of August 3, 2023, with backing from BlackFin Capital Partners and MTech Capital, among others. The company has engaged in three deals to date, with a total amount raised of GBP 9. 90 mn and a current valuation of GBP 50. 025 mn.

Timelineapp Tech Limited offers a comprehensive ecosystem crafted for financial advisers and planning firms. Their core offerings include advanced planning software, evidence-based model portfolios, and innovative platform technology that supports order handling and custody. These resources facilitate enhanced financial planning and investment management, equipping advisers to create tailored financial plans that improve client engagement. The suite addresses various functionalities such as cash flow modeling, inheritance tax planning, and customizable reporting, leveraging over 100 years of capital markets data.

The company operates on a subscription-based revenue model, primarily serving financial advisers and planning firms. Clients select from different service tiers aligned with their specific needs, which include access to sophisticated planning software and model portfolios. The pricing structure consists of annual or monthly subscriptions, providing extensive access to Timeline's tools and features designed to optimize operations, cut costs, and elevate client service. This centralized platform allows financial advisers to manage client accounts, trades, and documentation efficiently, leading to increased productivity and improved client satisfaction.

Following the recent Series B funding of GBP 9. 90 mn raised on August 3, 2023, Timelineapp Tech Limited intends to leverage this capital to amplify its market presence and enhance its product offerings. The company aims to expand its reach within the financial advisory sector, particularly targeting new clients in specific European markets as well as North America. Upcoming product launches are being designed to further streamline the operations of financial advisers and planning firms, ensuring that they are equipped with the latest tools and technologies.