Your firm’s reputation is built on trust. But are burdens like weekly recon errors, ballooning RM:client ratios, or tech stack complexity stretching your team too thin? Straight Line Consulting offers more than solutions; we offer relief and strategic leverage. We provide the Addepar-grade data aggregation and fractional CTO/CISO expertise to build resilient, right-sized operations, freeing your advisors to focus on what they do best: high-value counsel and client relationships.
For a $1.2B RIA, giving their team back hundreds of hours a year.
From a single compliant growth engine we built for a boutique BD.
Our radical ownership turns projects into partnerships.
Across wealth-tech, data architecture, and regulatory strategy.
A future where your firm's growth is fueled by operational excellence, not limited by it.
To solve the complex data, ops, and compliance challenges that others can't, freeing you to focus on what matters most: your clients.
Mapping the straight line from operational complexity to strategic advantage.