Our flagship conference, 40 Speakers, 6 Stages, 700 people, 87% rated excellent

A proud moment as we hit this milestone in November 2024

We surpass £6bn AUM in July 2024

CEO Abraham reveals Timeline's plans to launch a new platform at our 2024 Adviser 3.0 event.

Timeline's flagship adviser conference: Deborah Meaden headlines.

Timeline rockets beyond £4bn AUM in Q4 2023

Defaqto names Timeline, 'the most recommended MPS by advisers for value'

After continued growth, Timeline smashes through £3bn AUM in Q3.

£10m Series B financing enables us to double down on our mission of providing financial advisers with cutting-edge technology.

A flagship adviser conference launched with Baroness Karren Brady and Seth Godin headlining our speaker lineup.

After continued growth, Timeline smashes through £2bn AUM in Q1.

Series A fundraising was oversubscribed as we secured £6m to further support financial advisers with great tech.  MPS smashes through £1bn AUM. Available on 14 platforms.

Integration of planning and turnkey MPS creates a solution that fully supports the advice process.

Turnkey MPS live in March 2020. AUA £350m by May 2021 Available on 11 platforms.

Timeline secured £1.8m  funding and sign up National Firm Succession.

Betafolio obtained FCA  approval in Oct 2019.

Timeline launched to help advisers tackle  decumulation with real data.

Finalytiq launched to help investment professionals build portfolios that deliver.

Our portfolios have been in existence since 2014 when they were originally set up to provide a robust investment solution.