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StraightLine logo — company profile

StraightLine

Founded 2002 United States Troy, United States 69 employees Education

General Information

Company Name StraightLine
Founded Year 2002
Location United States Troy, United States +3
Employees 69
Industries Education
Social

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About StraightLine

StraightLine, established in 2002, provides professional investment management and financial planning services for individuals, families, and employees with employer-sponsored retirement plans such as 401k, 403b, or 457. Specializing in the higher education and not-for-profit market for over 15 years, with a focus on retirement plans offered through TIAA and Fidelity, StraightLine ensures tailored solutions for these unique needs. The company's Three Pillar Process: Educate, Plan, Invest, offers holistic and personalized support. While its platform serves informational purposes and does not offer advisory services or sales of securities, it emphasizes the risks associated with investing and does not guarantee future outcomes. Despite lacking specific data on industries and recent investments, StraightLine's focus on personalized financial solutions and its long-standing presence in the market makes it an interesting prospect for potential investors seeking to capitalize on the growing demand for independent financial advisory services. For more information, visit https://www.straightline.com/disclosures.html.

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StraightLine Alternatives & Competitors

StraightLine vs
Wealthquest
Wealthquest United States

One Team. One Plan. One Simple Fee.

41 employees
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StraightLine vs
Prism Financial Group, L.L.C.
Prism Financial Group, L.L.C. United States

We are dedicated to helping our clients build, preserve, and maximize their wealth.

9 employees
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StraightLine vs
Smith Thornton Advisors, LLC
Smith Thornton Advisors, LLC United States

Smith Thornton Advisors, LLC is a Registered Investment Adviser (RIA) in Huntsville, AL.

7 employees
Finance, Financial Services

FAQ About StraightLine

StraightLine is pleased to work with individuals and families who are seeking the services of an independent Financial Advisor for professional investment management and financial planning services. Additionally, StraightLine works directly with employers to support the general education, communica...
StraightLine was founded in 2002.
StraightLine is headquartered in Troy, United States.
StraightLine operates in the following industries: Education.
StraightLine has approximately 69 employees.
Top alternatives and competitors to StraightLine include Wealthquest, Prism Financial Group, L.L.C., Smith Thornton Advisors, LLC, Victory Wealth Services, Bulwark Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
StraightLine and Wealthquest are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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