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What is Ridgeline?

Ridgeline® is the industry cloud platform for investment management. Learn more about our organization, who we serve, and what matters to us below.

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Our Brand Promise

Ridgeline gives investment managers a competitive advantage with modern technology purpose-built for the industry. This is our commitment to our customers; everything we do is in service of this goal.

Ridgeline History

Ridgeline’s History

Ridgeline was founded on the shores of Lake Tahoe by visionary software entrepreneur Dave Duffield, who previously co-founded highly successful public companies like PeopleSoft and Workday. Dave sought to apply his proven formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.


Ridgeline started with a clean sheet of paper and a deep bench of domain experts and technologists bound by a set of core values and motivated to offer the industry a better experience than what legacy tech could offer.

Now over 400 employees strong and with four offices across the U.S., we have built a new, modern platform in the public cloud, purpose-built for the investment management industry that prioritizes security, agility, and usability to empower firms like never before.
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Our Leadership

Ridgeline is fortunate to be led by visionaries who have spent their careers applying technology, creativity, and passion to solve difficult problems for business professionals.

Board of Directors

Executive Team

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Ridgeline in Action

Ridgeline considers it our intrinsic responsibility to have a positive impact in the communities where we work and live. Through company matching of donations and volunteer hours, Ridgeline supports causes that are important to our employees, including environmental, food insecurity, social justice, and childhood development organizations.

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Ridgeline in action
Dave Duffield
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Core values are the beliefs that are most important to Ridgeline. They serve as our moral compass and the basis for our decisions and actions, making us a better place to work, a more desirable partner, and a committed supporter of our communities.

Dave Duffield, Founder and Chairman

Core values

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Core values are the beliefs that are most important to Ridgeline. They serve as our moral compass and the basis for our decisions and actions, making us a better place to work, a more desirable partner, and a committed supporter of our communities.

Dave Duffield
Dave Duffield,
Founder and CEO

Customer Service

Customer satisfaction is a direct reflection of our competence, attention to detail, ability to listen, and commitment to our customers’ success. Expect us to be obsessed with delivering reliable products and being accountable, responsive, and proactive.

Integrity

This value takes us back to The Golden Rule: Treat others as you wish to be treated. Present your true self, take responsibility for your actions, and be ethical, honest, and transparent in your dealings and decisions. This comes naturally and easily when you are a person, team, and company of good manners and moral fiber.

Fun

As our company evolves and grows, you can bet that we’ll have a lot of fun along the way! We do not take ourselves too seriously, and we continually look for reasons to cut loose, laugh, and create memories together. Families included.

Employees

Our unconditional commitment to our teammates creates an environment where people are valued and considered family. We communicate openly and honestly; we respect and trust one another; and we lift each other up in the pursuit of shared goals, diversity, and inclusion. We aim to provide an enjoyable and productive work experience, a healthy work-life balance, and a family-like team environment.

Profitability

A healthy bottom line enables us to invest in our company, service delivery, and innovation, and personal passions. Accordingly, fiscal responsibility and spending company money wisely is always on our minds as we demonstrate our other core values.

Innovation

When we think about developing our products and delivering service, we start from a place of open mindedness, curiosity, and risk taking. We won’t just keep pace with industry standards; we will anticipate challenges and think bigger. The result will be solutions that address real business issues, save resources, establish leadership, and inspire progress.

Recent Awards

The platform the investment management industry has been waiting for

Ridgeline is a front-to-back, cloud platform with intelligence at the core. Built with and for investment managers, it’s a single platform that brings all of a firm’s data, workflows, and team together in one place.

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Ready to See For Yourself?

Contact our team today for a demo, to anwer any questions, and to learn more about how one unified platform can revolutionize how your firm operates.

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