Timeline (Business/Productivity Software) Overview

  • Year Founded
  • 2018

Year Founded

  • Status
  • Private

  • Employees
  • 75

Employees

  • Latest Deal Type
  • Series B

  • Latest Deal Amount
  • $12.8M

  • Investors
  • 9

Timeline (Business/Productivity Software) General Information

Description

Developer of a financial planning technology and portfolio management platform designed to help financial advisers and institutions with investment model portfolio management services. The company's platform provides advisers with investment portfolio management options via low-cost, evidence-based, discretionary model portfolio services, enabling clients to make the right financial decisions for their future.

Contact Information

Website
www.timeline.co
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 70 Gracechurch Street
  • London EC3V 0HR
  • England, United Kingdom
+44 020
Primary Industry
Business/Productivity Software
Other Industries
Financial Software
Media and Information Services (B2B)
Other Financial Services
Vertical(s)
Corporate Office
  • 70 Gracechurch Street
  • London EC3V 0HR
  • England, United Kingdom
+44 020

Timeline (Business/Productivity Software) Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Timeline (Business/Productivity Software) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Later Stage VC (Series B) 03-Aug-2023 $12.8M Completed Generating Revenue
4. Early Stage VC (Series A) 23-Mar-2022 Completed Generating Revenue
3. Early Stage VC 23-Jul-2020 Completed Generating Revenue
2. Accelerator/Incubator 06-Nov-2019 $5K $206K Completed Generating Revenue
1. Seed Round 11-Jun-2018 $201K $201K Completed Startup
To view Timeline (Business/Productivity Software)’s complete valuation and funding history, request access »

Timeline (Business/Productivity Software) Cap Table

Stock # of Shares
Authorized
Par Value Dividend Rate (%) Original
Issue Price
Liquidation Liquidation
Pref. Multiple
Conversion Price % Owned
B Preference
A Ordinary
A Ordinary
A Preference
B Ordinary
A Ordinary
A Ordinary 29,077 $0.012888 $62.04 $62.04 1x $62.04 8.45%
Ordinary 18,000 $0.012888 $10.74 $10.74 1x $10.74 5.23%
To view Timeline (Business/Productivity Software)’s complete cap table history, request access »

VC Exit Predictor

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Opportunity Score

Calculated using Exit Type probabilities, the company’s stage, and PitchBook’s historical returns data.

Exit Type

Evaluates the likelihood of a successful exit for investors, and the most likely exit type.

Timeline (Business/Productivity Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a financial planning technology and portfolio management platform designed to help financial advisers and i
Business/Productivity Software
London, United Kingdom
75 As of 2025

Canonsburg, PA
 

London, United Kingdom
 
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Timeline (Business/Productivity Software) Competitors (13)

One of Timeline (Business/Productivity Software)’s 13 competitors is InvestEdge, a Private Equity-Backed company based in Canonsburg, PA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestEdge Private Equity-Backed Canonsburg, PA
Fintuity Venture Capital-Backed London, United Kingdom
RightCapital Venture Capital-Backed Shelton, CT
eMoney Advisor Corporate Backed or Acquired Radnor, PA
Nitrogen Wealth Private Equity-Backed Auburn, CA
You’re viewing 5 of 13 competitors. Get the full list »

Timeline (Business/Productivity Software) Patents

Timeline (Business/Productivity Software) Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
CA-2121075-A1 Releasable mounting binder for wires and cables Active 11-Apr-1994
CA-2121075-C Releasable mounting binder for wires and cables Inactive 11-Apr-1994
US-5390883-A Releasable mounting binder for wires and cables Inactive 11-Apr-1994 F16L3/233

Timeline (Business/Productivity Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Timeline (Business/Productivity Software) Investors (9)

Investor Name Investor Type Holding Investor Since Participating Rounds
BlackFin Capital Partners PE/Buyout Minority
Angel (individual) Minority
MTech Capital Venture Capital Minority
FNZ Group PE-Backed Company Minority
Money20/20 Corporation Minority
You’re viewing 5 of 9 investors. Get the full list »

Timeline (Business/Productivity Software) FAQs

  • When was Timeline (Business/Productivity Software) founded?

    Timeline (Business/Productivity Software) was founded in 2018.

  • Where is Timeline (Business/Productivity Software) headquartered?

    Timeline (Business/Productivity Software) is headquartered in London, United Kingdom.

  • What is the size of Timeline (Business/Productivity Software)?

    Timeline (Business/Productivity Software) has 75 total employees.

  • What industry is Timeline (Business/Productivity Software) in?

    Timeline (Business/Productivity Software)’s primary industry is Business/Productivity Software.

  • Is Timeline (Business/Productivity Software) a private or public company?

    Timeline (Business/Productivity Software) is a Private company.

  • What is the current valuation of Timeline (Business/Productivity Software)?

    The current valuation of Timeline (Business/Productivity Software) is .

  • What is Timeline (Business/Productivity Software)’s current revenue?

    The current revenue for Timeline (Business/Productivity Software) is .

  • How much funding has Timeline (Business/Productivity Software) raised over time?

    Timeline (Business/Productivity Software) has raised $23.3M.

  • Who are Timeline (Business/Productivity Software)’s investors?

    BlackFin Capital Partners, , MTech Capital, FNZ Group, and Money20/20 are 5 of 9 investors who have invested in Timeline (Business/Productivity Software).

  • Who are Timeline (Business/Productivity Software)’s competitors?

    InvestEdge, Fintuity, RightCapital, eMoney Advisor, and Nitrogen Wealth are some of the 13 competitors of Timeline (Business/Productivity Software).

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