Timeline

Timeline builds integrated financial software and model portfolios for independent financial advisers.

London, UK—Founded 2018—Website

£11.8MTotal raised

Timeline provides financial technology software and model portfolios tailored for independent financial advisers in the United Kingdom. The platform integrates fact finding, cashflow modelling, risk profiling, and investment analytics into a single digital service.

Founders

Abraham Okusanya

CEO

Abraham is the founder and chief executive officer of Timeline, having previously founded Finalytiq and held roles at RBS Retail Investments Services and Barclays Bank.

Investors

Series B25 September 2023
£10.0M
BC
BlackFin Capital PartnersLead
MC
Mtech Capital
Seed23 July 2020
£1.8M
FNZ
AS
Alan Smith
AM
Anthony Morrow
AH
Andrew Hart

Funding history

Series B25 September 2023

£10.0M

Timeline secures £10m Series B funding from BlackFin Capital Partners to expand its technology platform for financial advisers.

BlackFin Capital Partners led the Series B round, which will fund product development and market expansion.

Seed23 July 2020

£1.8M

Timeline secures £1.8m in seed funding from FNZ to scale retirement planning software

The funding round was backed by FNZ alongside industry executives and existing investors to expand enterprise capabilities.