Timeline
Financial Services in United Kingdom
Overview
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people to plan, invest, and retire with confidence.
With over £14bn AUM in our award-winning, low-cost, evidence-based Model Portfolio Service (MPS), and a multi-asset fund range now gaining traction, what really sets Timeline apart is the seamless integration of critical advice tools - from our customisable factfind and risk profiler to cashflow, investment analytics, modular reporting and our digital onboarding suite that includes KYC, AML and LOAs.
This unified advice-tech significantly elevates the client experience, streamlines adviser workflow, and reduces costs by providing a truly integrated technology stack for financial planning, portfolio management, custody, and administration of client assets.
Explore how Timeline can streamline your workflow and enhance client outcomes. Get in touch to see how we can work together.
Tagline
Empowering modern financial advisers with an integrated ecosystem for seamless planning, investing, & client management.
EMPLOYEES
51-200 employees
FOUNDED
2018
HQ
London, England
TYPE
Privately Held
Location
- Street
- 70 Gracechurch Street
- City
- London
- Region
- England
- Postal code
- EC3V 0HR
- Country
- United Kingdom
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FAQ
What is the company name?
timeline.co is the website of Timeline.
What is the industry of the company?
Timeline (timeline.co) is in the Financial Services industry.
What products and services does the company offer?
Timeline (timeline.co) lists these specialties: Sustainable Withdrawal Rate, Financial Services, Constant Inflation Adjustment, Guyton Inflation Adjustment, Ratcheting Rule, Cap and Collar Inflation Adjustment, Portfolio Management, Asset Allocations, Historical Returns, Retirement Strategy, Financial Adviser Tech, Discretionary Portfolio Management, Investment Strategy, Financial Planning Tech, and Financial Adviser Toolkit.
When was the company founded?
Timeline (timeline.co) was founded in 2018.
How many employees does the company have?
Timeline (timeline.co) has 51-200 employees.
What is the company type?
The company type of Timeline (timeline.co) is Privately Held.
Where is the company headquartered?
Timeline (timeline.co) is headquartered in London, England.
What is the address of the company?
The address of Timeline (timeline.co) is 70 Gracechurch Street, London, England, EC3V 0HR, United Kingdom.
What are the social media accounts of the company?
The social media account of Timeline (timeline.co) is LinkedIn.
Social media