Timeline raises £6m ($8m) Series A funding to revolutionise financial adviser technology - Timeline app
Summary
Founded in 2018 by Abraham Okusanya, Timeline has developed an end-to-end financial planning platform for UK Independent Financial Advisers (“IFAs”), that includes modules for client fact find, risk profile, cashflow modelling, investment analytics and Betafolio - a suite of low-cost model portfolios used by firms and advisers. Timeline is the only platform in the UK market that provides IFAs with a fully digital, end-to-end financial planning and model portfolio client solution. As members of our App Store ecosystem, we are delighted to see the progress made by both Timeline and their discretionary fund management brand Betafolio over the last 18 months, with more expected to come over the next year. With only 7% of people in the UK accessing financial advice, Timeline helps advisers bridge the advisory gap with state-of-the-art technology and timely data. MTech Capital’s partner, Kevin McLoughlin, will join Timeline’s Board of Directors alongside an FNZ Group representative.
Funding
Classifications
AskAI Classifications
LabelsLinked Companies
