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Timeline

Fund Tech 2

Founded in 2014, Timeline is a UK-based fintech led by respected wealth management executives offering Independent Financial Advisors (IFAs) financial planning technology and portfolio management services to deliver more competitive and personalized services to their end clients. The two main product offerings are a planning software (for fact finding, risk profiling, reporting, financial planning, and investment analysis of their clients) and low-cost investment portfolios, called model portfolio service (MPS) where end clients can invest their money.

Date

2023

Industry

Wealth Management

Location

Netherlands
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