Company Information

Get to know Timeline Financial Group

Founded by Abraham Okusanya, Timelineapp Ltd developed its flagship product, Timeline, to address the challenges of decumulation (the withdrawal phase of retirement). The company's mission is to empower financial advisors with robust, data-driven tools to create sustainable and flexible retirement income strategies for their clients. The software uses extensive historical market data and mortality data to model, stress-test, and illustrate the viability of a client's financial plan, helping advisors communicate complex concepts and build client confidence.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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Timeline Financial Group

United States

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.