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Timeline logo — Empowering financial planners with data-driven retirement st...

Timeline

Empowering financial planners with data-driven retirement strategy insights.

Founded 2018 11-50 employees Series B Total: $16.00M Financial Services, Fintech

General Information

Company Name Timeline
Founded Year 2018
Founders / Decision Makers
Team member
Employees 11-50
Industries Financial Services, Fintech
Funding Stage Series B
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About Timeline

Timeline is a FinTech startup that offers sustainable withdrawal software for financial planners. This software incorporates academic research, historical returns, and mortality data to evaluate retirement strategies under various market conditions. It also helps clients visualize potential retirement outcomes and assess withdrawal strategies for income drawdown portfolios. Established in 2018, the company is based in Basildon, Essex. In the latest funding round in September 25, 2023, Timeline secured a £10.00M Series B investment from investors including MTech Capital, BlackFin Capital Partners, Adam Seale, Darren Carter. The company's slogan "Empowering financial planners with data-driven retirement strategy insights" reflects its focus on leveraging data to empower financial planning. Timeline's innovative approach and the support from prominent investors make it a promising venture in the Financial Services and Fintech industries.

Taxonomy: Sustainable Withdrawal Rate, Portfolio Management, Asset Allocations, Historical Returns, Retirement Strategy, Financial Planning Tech, Data-driven Insights, Income Drawdown Portfolios, Financial Adviser Toolkit

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series B •••••• 4
Investor Investor
•••• •••• 		25 Sep 2023
Series A •••••• 4
Investor
•••• •••• 		05 Apr 2022

Timeline Alternatives & Competitors

Timeline vs
Retiree Income
Retiree Income

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Timeline vs
Oltre Financial
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Timeline vs
Patuxent Financial Partners
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FAQ About Timeline

Empowering financial planners with data-driven retirement strategy insights.
Timeline was founded in 2018.
Timeline operates in the following industries: Financial Services, Fintech.
Timeline has approximately 11-50 employees.
Timeline has completed 2 funding rounds, raising a total of $16.00M. The latest funding stage is Series B.
Top alternatives and competitors to Timeline include Retiree Income, Oltre Financial, Patuxent Financial Partners, MATTHEW JAMES Tax & Wealth Management, Theorem Wealth an MForce Capital Partner. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Timeline and Retiree Income are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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