Overview

Timeline

Information by Research Trustfinance

https://www.timeline.co/

Founded in 2014 by Abraham Okusanya, Timelineapp Ltd develops evidence-based software designed to help financial planners create and manage robust retirement income plans for their clients. The platform's key features include detailed cash flow modelling, stress testing, decumulation strategies, and a client-facing app to track portfolio performance and plan viability. The company's mission is to empower financial advisers with technology that illustrates the sustainability of retirement plans, thereby improving client outcomes. In 2022, Timeline was acquired by Betafolio, a technology provider for financial planning firms.

Founded in
United Kingdom

United Kingdom


Industry

    Technology

  • Software DevelopmentPRIMARY

    Financial

  • Other Service
  • Wealth Management

HQ Location