Insights

Strong Market Position StraightLine is a reputable investment management firm ranked No. 92 on the CNBC Financial Advisor 100 and generating significant revenue between $100M and $250M, demonstrating its established presence and growth potential in the financial advisory space.

Technology-Driven Approach The company's utilization of advanced tech tools such as Snowplow, Google Fonts API, and Microsoft 365 indicates a focus on scalable, integrated digital solutions, making it an ideal candidate for partnerships that enhance digital engagement and client experience.

Focus on Retirement Plans With recent initiatives like partnering with Financial Wellness Labs and expanding employer-sponsored retirement plan services, StraightLine presents opportunities to introduce new retirement planning tools, coaching platforms, or compliance solutions tailored to employer needs.

Expansion and Leadership Growth The hiring of a Chief Growth Officer and ongoing strategic partnerships signal active expansion efforts, offering opportunities for sales teams to propose innovative solutions that support growth, client acquisition, and operational scalability.

Potential for Customized Solutions Serving a client base of individual investors and large institutional clients, StraightLine may require tailored technology, training, or compliance services to deepen its market reach, providing a range of sales opportunities across logistics, analytics, and client engagement platforms.

StraightLine Tech Stack

StraightLine uses 8 technology products and services including Snowplow, cdnjs, Microsoft 365, and more. Explore StraightLine's tech stack below.

  • Snowplow
    Analytics
  • cdnjs
    Content Delivery Network
  • Microsoft 365
    Email
  • Google Fonts API
    Font Scripts
  • Font Awesome
    Font Scripts
  • Google Maps
    Maps
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks

StraightLine's Email Address Formats

StraightLine uses at least 1 format(s):
StraightLine Email FormatsExamplePercentage
FLast@straightline.comJDoe@straightline.com
97%
First.Last@straightline.comJohn.Doe@straightline.com
3%

Frequently Asked Questions

Where is StraightLine's headquarters located?

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StraightLine's main headquarters is located at 165 Kirts Boulevard Suite 100 Troy, Michigan 48084 United States. The company has employees across 5 continents, including North AmericaEuropeAsia.

What is StraightLine's phone number?

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You can contact StraightLine's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is StraightLine's official website and social media links?

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StraightLine's official website is straightline.com and has social profiles on LinkedIn.

What is StraightLine's NAICS code?

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StraightLine's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does StraightLine have currently?

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As of April 2026, StraightLine has approximately 84 employees across 5 continents, including North AmericaEuropeAsia. Key team members include Coo/Director Of Administration: B. M.Chief Growth Officer: R. R.Chief Compliance Officer: D. K.. Explore StraightLine's employee directory with LeadIQ.

What industry does StraightLine belong to?

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StraightLine operates in the Investment Management industry.

What technology does StraightLine use?

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StraightLine's tech stack includes SnowplowcdnjsMicrosoft 365Google Fonts APIFont AwesomeGoogle MapsreCAPTCHABootstrap.

What is StraightLine's email format?

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StraightLine's email format typically follows the pattern of FLast@straightline.com. Find more StraightLine email formats with LeadIQ.

When was StraightLine founded?

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StraightLine was founded in 2002.

StraightLine

Investment ManagementMichigan, United States51-200 Employees

StraightLine is a financial planning and investment management firm that helps individuals and families make confident, informed decisions about their money. We partner with employers to support employees participating in 401(k), 403(b), and 457 retirement plans by providing education, personalized advice, and fiduciary investment guidance. Our integrated financial wellness approach combines technology, coaching, and comprehensive planning in a way that is scalable and easy for HR teams to implement within existing retirement plan structures.


DISCLOSURE:
Information presented is for informational purposes only. StraightLine Group, LLC (“StraightLine”) is a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Past performance is not indicative of future results. Investing involves risk, including the possibility of loss of principal. The ideas and opinions expressed herein do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy. Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Any forward-looking statements or forecasts are based on assumptions and actual results may vary. Information presented from third parties is believed to be reliable, but no warranty is provided. StraightLine is not required to update information presented, unless otherwise required by applicable law. For more information about StraightLine, including our Form ADV Part 2A Brochure, please visit https://adviserinfo.sec.gov/firm/summary/127401 or contact us at 248-269-8366.

Section iconCompany Overview

Headquarters
165 Kirts Boulevard Suite 100 Troy, Michigan 48084 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2002
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    StraightLine's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    StraightLine's revenue is estimated to be in the range of $100M$250M

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