Timeline
PrivateLast Round
Series B
Sep 25, 2023
Est. Valuation
$51.97M
Total Funding Raised
$22.54M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Timeline operates in FinTech and is based in London. Its latest recorded funding round was a Series B round in September 2023.
Timeline is a fintech company that provides a financial planning technology and portfolio management platform for financial advisers.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Financial Data
Business Model
B2B
Customer Profile
Usage-Based SaaS, Subscription SaaS
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Timeline Comparables
Compare Timeline with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Conquest Planning | 80% | |
| intelliflo | 79% | |
| EV | 79% |
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Timeline Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Sep 25, 2023 | ||||
| Series A | Apr 4, 2022 | ||||
| Seed | Oct 1, 2021 | ||||
| Seed | Jun 11, 2018 |
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Key People
Founding team and executive leadership
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Timeline Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| BlackFin Capital Partners | Series B |
| MTech Capital | Series B, Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Feb 12, 2026
Reached £13 billion in Assets Under Management.
- Feb 11, 2026
Partnered with Mabel Insights to enhance adviser access to portfolio solutions.
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Timeline Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Timeline's valuation, stock price, and market status.
Is Timeline a public or private company?
Timeline is a private company.
What is the current stock price of Timeline?
Timeline is a private company, so its shares have no public market price. Caplight tracks Timeline's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Timeline worth (valuation)?
Timeline's valuation is estimated at $52.0M based on funding round data.
Can I buy Timeline stock?
Timeline shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Timeline's last funding round?
Timeline's most recent funding round was Series B on September 25, 2023.
Who are the main investors in Timeline?
Key investors in Timeline include BlackFin Capital Partners, MTech Capital.
Will Timeline IPO soon?
No public IPO plans have been announced for Timeline.
How can I track Timeline secondary market activity?
Caplight tracks bids, offers, and trades in Timeline's shares on secondary markets.