Straightline

$1.17BAssets under management
as of Jul 2026 · SEC Form ADV
Troy, MI
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Tech stack

No one at Straightline has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Straightline's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $438M held · filed Nov 2024
Fidelity
Per Form ADV · $308M held · filed Nov 2024
TIAA-Cref Individual & Institutional Services, LLC
Per Form ADV · $244M held · filed Nov 2024
Transamerica Asset Management Inc
Per Form ADV · $115M held · filed Nov 2024