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Timeline

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Company Research Report: Timeline Holdings Ltd.





Company Overview



  • Name: Timeline Holdings Ltd.

  • Mission: Timeline Holdings aims to empower financial advisers by providing best-in-class planning technology and portfolio management to deliver exceptional value to clients.

  • Founded: Timeline Holdings was initially launched in 2016 under the name Finalytiq, with the vision to help investment professionals build portfolios that deliver.

  • Key People:

  • Founder & CEO: Abraham Okusanya

  • CIO: Nicki Hinton-Jones

  • COO: Karthica Underwood

  • CCO: Ed Carey

  • CFO: Richard Preston

  • CMO: Tom Newbould

  • VP Product: Thomas Hogg

  • CTO: Nacho Gutierrez

  • Headquarters: 70 Gracechurch Street, 4th Floor, London, EC3V 0HR, England.

  • Number of Employees: No information is available.

  • Revenue: No information is available.

  • Known For: Timeline Holdings is recognized for the Timeline Planning product, offering tools that make financial planning easier for advisers, and Timeline Portfolios, a low-cost, evidence-based, turnkey discretionary model portfolio service exclusive to financial planning firms.


Products



Timeline Planning


  • Description: A comprehensive platform that assists financial advisers in visualizing and stress-testing financial plans against historical capital markets data, enhancing the financial advice process.

  • Key Features:

  • Unified ecosystem for adviser-client relationships.

  • Financial modelling based on 100 years of capital market data.

  • Integrated tools for streamlined workflows and improved client experience.

  • Tools for factfinding, risk profiling, and stress testing.

  • Interactive and visually engaging presentations of financial plans.


Timeline Portfolios


  • Description: Advanced model portfolios that are evidence-based and low-cost, designed to serve financial planning firms.

  • Key Features:

  • Various model portfolios, including Classic, ESG Classic, Tracker, ESG Tracker, and Bespoke.

  • Exposure to global markets with factors such as small and value premia.

  • Portfolios designed based on empirical data aiming at capturing capital market returns.

  • Control Centre for managing centralised investment propositions.

  • Full-service support including investment process documents, quarterly commentary, and platform due diligence.


Recent Developments



  • New Milestones:

  • Surpassed £6 billion in Assets Under Management (AUM) in July 2024.

  • Reached £4 billion AUM milestone in Q4 2023 after previously reaching £3 billion AUM in Q3 2023.

  • Funding:

  • Secured £10 million in Series B funding in 2023 to enhance its technological support for financial advisers.

  • Previously secured £6 million in Series A funding in 2023 and £1.8 million in 2020.

  • Product Launches and Updates:

  • Announced plans for launching Platform 3.0 during the 2024 Adviser 3.0 event.

  • Launched Adviser 3.0, a flagship conference with noted speakers.

  • Partnerships: No specific information on new partnerships is provided in the data.

  • Recognitions:

  • Named 'the most recommended MPS by advisers for value' by Defaqto in 2023.


Conclusion



Timeline Holdings Ltd. is a prominent player in the financial planning industry with a solid foundation in technology-driven solutions for financial advisers. It continues to evolve with substantial market achievements and strategic funding to enhance its product offerings. However, detailed financial metrics such as revenue and the exact number of employees remain undisclosed. The company’s focus on innovation and evidence-based methodologies positions it uniquely within the investment management landscape.