Timeline

United Kingdom - London , London

• 29/09/2023
• Series B
• $12,247,000

Timeline empowers Financial Advisers so they can deliver exceptional value to their clients.

We make financial planning easier for advisers and firms with our best in class planning technology and evidence-based investment model portfolio management service.

Timeline Portfolios: Timeline Portfolios provides advisers with one of the best investment portfolio management options via our low-cost, evidence-based, discretionary model portfolio service (MPS). Seamlessly map the appetite for risk to one of our evidence-based model portfolios and manage investments easily via our Control Centre.

Timeline Planning: Discover our financial planning software and create clear, compelling financial plans built on 100+ years of capital markets data. Register and try for free. Compare plans, stress test against 100-years' capital markets data - all in a highly visual way that brings it to life for clients.

We are rapidly expanding and currently have over £2bn Assets Under Management (AUM).

Get in touch to discuss how we can work together.

Related People

Abraham OkusanyaFounder

United Kingdom - ND

Abraham is the founder and CEO of Timeline, a financial technology company on a mission to help millions of people plan, invest and retire with confidence. The company currently manages over £2bn in client assets.

He is the author of ‘Beyond the 4% Rule: the science of retirement portfolios that last a lifetime’ and has delivered talks to the Financial Conduct Authority (FCA), Personal Finance Society (PFS), The Association of British Insurers (ABI), Chartered Institute for Securities & Investment (CISI) and conferences in around the world.

He holds a Master’s degree from Coventry University and an alphabet soup of designations, including the Investment Management Certificate (IMC), Certified Financial Planning, Chartered Financial Planner and Chartered Wealth Manager.


Specialties: Retirement Income, Sustainable Withdrawal Rate Strategies, Portfolio Construction, Evidence-Based Investment, Centralised Investment Proposition, Platforms, Due Diligence

LinkedIn https://www.linkedin.com/in/abrahamokusanya/