Timeline
Timeline provides financial planning software and investment services for financial advisers, managing £14 billion in assets. The London-based company has raised $20 million in Series B funding as of September 2023.
The growth story
Timeline grew from 35 to 100 employees between 2022 and 2026, raising $20M along the way, most recently a Series B in September 2023.
About
Timeline sells portfolio management and financial planning tools to advisory firms. Its software includes risk profiling, cash flow analysis, and digital onboarding features alongside its model portfolio service and multi-asset funds.
The company reached £14 billion in assets under management for its model portfolios, though growth rates are unspecified. It employs 100 people and secured $20 million in Series B funding in 2023 from investors including BlackFin Capital Partners and FNZ.
Founders and leadership
Engineering is Timeline's largest department with 13 employees. The leadership team includes founders and executives with backgrounds from firms like AJ Bell and Fidelity International.
The Timeline org chart
Abraham Okusanya (CEO) leads 38 mapped leaders with 7 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Finance 24 (+33% YoY), Engineering 16 (0% YoY), Operations 14 (+40% YoY), Business Development 12 (-8% YoY), Sales 9 (+29% YoY), Marketing 7 (0% YoY).
Talent flow
Timeline recruits heavily from UK financial services firms, with AJ Bell, Cofunds, and Fidelity International as top talent sources. Alumni frequently move to wealth managers like Brooks Macdonald and NatWest.
Most common previous employers of Timeline staff: AJ Bell (4), Cofunds (3), Fidelity International (3), Paack (3), FINALYTIQ (3), Fintech Marketing Association (2). Former Timeline employees most often moved to Brooks Macdonald (2), NatWest (1), Godea (1), PKF Infuse (1), Pacific Asset Management (1), Nokkel (1).
Alumni worth knowing
The Timeline mafia
Timeline alumni founded three companies including Cleemo (financial services) and Godea (unknown industry), each with 1-2 former Timeline employees.
3Charles-André Assus, was Software Engineer until 2022Ayodeji O., was AI Business Automation Specialist | Northsnow Ltd until 2025Ivor Mordecai, was Adviser Success Manager until 2022Web traffic
Traffic mix: 49% direct, 41% search, 3% social, 1% paid.
What this company is made of
Most common skills at Timeline: Communication (25), Microsoft Excel (24), Teamwork (24), Customer Service (24), Microsoft Office (22), Financial Services (21), Management (20), Investments (19).
Where the team actually sits
Timeline people are concentrated in England, United Kingdom (36), United Kingdom (10), London Area, United Kingdom (7), Catalonia, Spain (3).
Search footprint
Timeline attracts about 6,218 organic search visits a month, traffic worth roughly $7K a month if bought through ads. It gained 185 ranking keywords and lost 125 in the last period.
Frequently asked
Timeline has 100 employees as of September 2026.
Timeline has raised $20M in total, most recently a Series B round in September 2023.
Abraham Okusanya (CEO) sits at the top of Timeline's reporting structure, with 7 direct reports.
The most common previous employers of current Timeline staff are AJ Bell (4 people), Cofunds (3 people), Fidelity International (3 people).
Former Timeline employees most often move to Brooks Macdonald (2), NatWest (1), Godea (1).
At least 3 companies have a founder who previously worked at Timeline, including Cleemo, Godea, Zingo Juice.
Timeline attracts about 6,218 organic search visits a month, worth roughly $7K a month in equivalent ad spend.
The most common skills among Timeline staff are Communication, Microsoft Excel, Teamwork, Customer Service, Microsoft Office.
Timeline staff are concentrated in England, United Kingdom (36), United Kingdom (10), London Area, United Kingdom (7).
Timeline has about 24 people in Finance, up 33% over the past year, as of September 2026.
Timeline has about 16 people in Engineering, up 0% over the past year, as of September 2026.
Computed from 76 current and 45 former Timeline profiles, as of September 2026. Source: Crustdata.
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