2 years ago

Timeline Secures £10 Million Series B Funding to Expand Financial Planning Technology

  • Timeline, a UK-based provider of planning technology and portfolio management solutions, has raised £10 million in Series B funding led by Blackfin Capital Partners

  • The company plans to use the funds to expand operations and business reach

  • Timeline has reached £3 billion in assets under management and is on track to double in size by the end of 2023.

      • ProblemFinancial Services

      "Financial advisers and financial planning firms struggle with inefficient and outdated technology for managing client portfolios, leading to time-consuming processes, inaccurate data, and limited insights."

      Solution

      "Timeline provides a comprehensive platform that streamlines portfolio management with features like client fact-finding, risk profiling, cashflow modelling, investment analytics, and pre-built, high-performing model portfolios. This empowers advisors to optimize client outcomes, improve efficiency, and gain deeper insights."

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