Timeline

Timeline provides financial planning technology and model portfolios for advisers.

United Kingdom—Founded 2018—Website

£17.8MTotal raised

UK financial technology company that develops an end-to-end planning platform and model portfolio service for independent advisers. Founded in 2018, it aims to help people approach retirement with financial confidence.

Founders

Abraham Okusanya

Founder and 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
Series A6 April 2022
£6.0M
MTech CapitalLead
FNZFollow-on
DC
Darren Carter
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.

Series A6 April 2022

£6.0M

Timeline secures £6m Series A funding led by MTech Capital to scale its adviser platform.

The round was led by MTech Capital with participation from FNZ and Darren Carter.

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.