Timeline

Financial ServicesEngland, United Kingdom51-200 Employees

Timeline provides an integrated platform designed for modern financial advisers. The platform brings together core advisory capabilities—ranging from client discovery and risk assessment to cashflow planning, investment analytics, and modular reporting—along with a digital onboarding workflow and a client portal. It includes, in beta, features covering trading, custody, and tax wrappers, delivering a unified technology stack for financial planning, portfolio management, and asset administration.
The company serves financial advisers in the United Kingdom, aiming to streamline workflows and improve client outcomes through integrated technology. Based in London, England, Timeline operates as a mid-sized financial services firm, and in May 2026 it announced Pennee, an AI assistant for advisers.

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