Timeline Revenue
Financial Services • 
London, England, United Kingdom • 51-100 Employees
Timeline revenue & valuation
| Annual revenue | $5,000,000 |
| Revenue per employee | $62,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Key Contacts at Timeline
Abraham Okusanya
Ceo
Kate Phillips
Head Of Sales
Will Church
Head Of Sales
Mike Parker
Regional Director
Ignacio Julián Gutiérrez
Chief Technology Officer
Timeyin Ereku
Director
Mitrayan Saha
Director
Donna Bijou
Owner
Jennifer Salerno
Owner
Video Blog Klikeri
Ceo
Company overview
| Headquarters | 70 Gracechurch Street, London, England EC3V 0HR, GB |
| Phone number | +4411557205 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services, Portfolio Management, Discretionary Portfolio Management, Investment Strategy, Retirement Strategy, Asset Allocations, Cap And Collar Inflation Adjustment, Constant Inflation Adjustment, Guyton Inflation Adjustment, Historical Returns, Ratcheting Rule, Sustainable Withdrawal Rate, Financial Adviser Tech, Financial Adviser Toolkit, Financial Planning Tech |
| Founded | 2018 |
| Employees | 51-100 |
| Socials |
Timeline Email Formats
Timeline uses 4 email formats. The most common is {first name} (e.g., john@timeline.co), used 83.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@timeline.co | 90.4% |
{first initial}.{last name} | j.doe@timeline.co | 6.5% |
{last name} | doe@timelineapp.co | 3.2% |
About Timeline
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence. What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in Beta. 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.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Timeline has 77 employees across 15 departments.
Departments
Number of employees
Funding Data
Timeline has never raised funding before.
Timeline Tech Stack
Discover the technologies and tools that power Timeline's digital infrastructure, from frameworks to analytics platforms.
CDN
Cookie compliance
CMS
JavaScript libraries
Video players
CDN
Performance
JavaScript libraries
Security
Analytics
Video players
UI frameworks
Finland
Switzerland
Philippines
France
Poland
Frequently asked questions
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