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Timeline

46 employees

Timeline is a fintech platform that offers financial planning technology and portfolio management solutions.

Basic info

Industry

financial services

Sectors

Cap and Collar Inflation Adjustment
Historical Returns
Guyton Inflation Adjustment
Financial Adviser Tech
Financial Planning Tech
Investment Strategy
Portfolio Management
Financial Adviser Toolkit
Retirement Strategy
Consulting
Asset Allocations
Sustainable Withdrawal Rate
Financial Services
FinTech
Constant Inflation Adjustment
Discretionary Portfolio Management
Ratcheting Rule

Date founded

2018

FAQ