How Is Your Firm’s Hard-Earned Trust & Growth Trajectory These Days?

For a BD or an RIA, those seemingly small basis-point drains represent more than just lost revenue—they’re a vulnerability. Straight Line Consulting partners with you to fuse every custodial feed, lock down operations with zero-trust safeguards, and ignite your FINRA-safe investor engine. We can transform those lost basis points into enduring client trust and enhanced enterprise value.

Delivering Tangible Results.

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.

0 %

Reduction in Recon Hours

For a $1.2B RIA, giving their team back hundreds of hours a year.

$ 0 M+

Net New AUM

From a single compliant growth engine we built for a boutique BD.

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Client Retention

Our radical ownership turns projects into partnerships.

0 Y+

Years Collective Expertise

Across wealth-tech, data architecture, and regulatory strategy.

We Ship Code, Not Just Slide Decks.

Compliant Growth Engine

Attract and onboard your ideal clients with a FINRA-safe, automated multi-channel framework that turns compliance into a competitive advantage.

Unified Data Fabric

Turn multi-software chaos into a single source of truth. We help unify your data to eliminate reconciliation drag, bullet-proof information reliability, and unlock real-time insight.

Resilient Ops & Fractional CTO

Get institutional-grade security and operational excellence without the full-time overhead. We fortify your tech stack to protect your firm and empower your team.

AI-Driven Insight & Automation

Surface hidden trends, trigger next-best actions, and keep advisors in their genius zone.

Always-On Infrastructure & Admin

Private-cloud uptime, iron-clad backups, proactive patching—no more “system issues. ”

Custody & Back-Office Streamline

Real-time multi-custody reconciles collapse week-long closes into a single day.

The Straight Line Advantage

Your commitment to clients is your greatest asset. We ensure your operations can keep that promise.

Radical Ownership

Your goals are our mandate. We deliver outcomes more than invoices.

Deep Integration

We embed in your workflows, tools, and culture. No more swivel-chair handoffs to other vendors.

Results Mindset

We draw a straight line from our work to your most critical KPIs.

Unlock your firm's true value.

What Our Clients are saying

How Leaders Like You Turned Operational Drag Into a Competitive Edge.

"By developing customer leads our business traffic has exploded which in turn helped boost sales performance. These results have grown our company on every level. I find Straight Line Consulting to be very supportive and effective to all our business needs."

— Trevor Prangley Client

"Straight Line helped us streamline our operations and focus on what we do best—serving clients. Their team feels like an extension of ours."

— Karen Lopez Client

"From infrastructure to compliance support, they handled everything we threw at them. Fast response, smart strategy, no drama."

— James O’Connor Client

"We've worked with a lot of firms, but none that take ownership like this. Straight Line actually moves the needle."

— Renee Caldwell Client

"They understood our tech stack and our business model right away. Working with them saved us time, money, and stress."

— Marcus Ng Client

The Straight Line: Actionable Insights for High-Stakes Decisions.

Is Your Prospecting Process FINRA-Proof?

Mapping the straight line from operational complexity to strategic advantage.

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Scale with Compliance & Confidence