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Timeline

Curated by Signal

Portfolio management solutions

Wealth Technologytimeline.co

Overview

Timeline provides portfolio management and retirement planning solutions for financial planners and advisors. It helps clients in asset allocation, portfolio creation & rebalancing, expenses management, etc. It offers spending strategies based on Guyton’s Guardrails, Kitces’s Ratcheting Rule, and Floor & Ceiling Rule. It is available for multiple subscriptions based on the number of clients.

Key facts

Founded
2017
Headquarters
London, United Kingdom
Stage
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Industry
Financial Technology
Sector
Wealth Technology

Business model

GTM channel
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5 products and services
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Contact

Primary office
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Email
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Phone
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Open roles

11 roles

  • Adviser Success Manager (North West)

    North West, England, United Kingdom · On-site · Internship

  • Full Stack Software Engineer (AI)

    England, United Kingdom · On-site · Internship

  • Compliance Monitoring Manager

    London Area, United Kingdom · On-site · Volunteer

+ 8 more open roles on Signal

More on Vanberra Signal

Members only
Business overviewCore metrics and financialsPeople3 peopleSimilar companies315 peers and competitorsDeep AnalysisAI-generated strategic report

Competitors & similar companies

More Wealth Technology companies
  • 3D/L Financial Group logo

    3D/L Financial Group

    Portfolio management solutions for advisors

    Wealth TechnologyHartford, United States
  • WrapManager Institutional logo

    WrapManager Institutional

    Portfolio management platform optimizing investment strategies for wealth managers.

    Wealth TechnologySan Francisco, United States
  • IFA Planet logo

    IFA Planet

    Portfolio management platform enhancing wealth managers' investment strategies and outcomes.

    Wealth TechnologyIndore, India
+ 312 more similar companies on Signal

About Timeline

What does Timeline do?

Timeline provides portfolio management and retirement planning solutions for financial planners and advisors.

Where is Timeline headquartered?

Timeline is headquartered in London, United Kingdom.

When was Timeline founded?

Timeline was founded in 2017.

Which sector is Timeline in?

Timeline operates in Wealth Technology, part of Financial Technology.

Who are Timeline's competitors?

Companies similar to Timeline include 3D/L Financial Group, WrapManager Institutional, and IFA Planet.

Is Timeline hiring?

Yes. Timeline has 11 open roles listed on Vanberra Signal.