Timelineapp Tech

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.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 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. 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.

1. Series B

   Aug 3, 2023

   Amount

   $13M

   Investors

   Locked

2. Series A

   Mar 21, 2022

   Amount

   $7.9M

   Investors

   Locked