Latest News from Ridgeline - Industry Cloud Investment Management Platform

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September 9, 2025

Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher

Industry leaders bring world-class expertise from investment management and enterprise SaaS domains

September 9, 2025

Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher

Industry leaders bring world-class expertise from investment management and enterprise SaaS domains

Executive

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August 8, 2025

Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth

After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”

August 8, 2025

Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth

After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”

Press Release

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July 9, 2025

NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline

After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”

July 9, 2025

NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline

After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”

Press Release

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June 11, 2025

Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth

Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”

June 11, 2025

Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth

Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”

Press Release

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April 30, 2025

Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform

Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”

April 30, 2025

Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform

Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”

Press Release

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March 11, 2025

Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work

March 11, 2025

Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work

Press Release

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December 20, 2024

Asset manager Saratoga uses AI to accelerate Ridgeline rollout

WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.

December 20, 2024

Asset manager Saratoga uses AI to accelerate Ridgeline rollout

WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.

Thought Leadership

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November 4, 2024

Ridgeline Launches Mobile Experience for its Investment Management Platform

Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.

November 4, 2024

Ridgeline Launches Mobile Experience for its Investment Management Platform

Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.

Press Release

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October 7, 2024

Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO

Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.

October 7, 2024

Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO

Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.

Executive

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September 10, 2024

FinTech.TV: Integrating Gen AI into Ridgeline and Tech Trends to Watch with CTO Jon Ruggiero

FinTech.TV interviews Ridgeline CTO Jon Ruggiero on AI and what tech trends he's watching.

September 10, 2024

FinTech.TV: Integrating Gen AI into Ridgeline and Tech Trends to Watch with CTO Jon Ruggiero

FinTech.TV interviews Ridgeline CTO Jon Ruggiero on AI and what tech trends he's watching.

Thought Leadership

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August 21, 2024

Kennedy Capital Management Joins Wave of Investment Management Firms Switching Technology to Ridgeline

Team at 44-year-old firm calls the single, real-time platform the “optimal system we’ve been looking for.”

August 21, 2024

Kennedy Capital Management Joins Wave of Investment Management Firms Switching Technology to Ridgeline

Team at 44-year-old firm calls the single, real-time platform the “optimal system we’ve been looking for.”

Press Release

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July 23, 2024

Saratoga RIM Transitions to Ridgeline for Investment Management Technology Needs

Bay Area asset management firm says the single, real-time platform exceeded expectations: “We couldn’t have designed it better ourselves.”

July 23, 2024

Saratoga RIM Transitions to Ridgeline for Investment Management Technology Needs

Bay Area asset management firm says the single, real-time platform exceeded expectations: “We couldn’t have designed it better ourselves.”

Press Release

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July 3, 2024

Technology and Cyber Crime: How to Keep Out the Bad Guys

Ridgeline's Chief Security Officer Jeremy Hittle speaks to the Financial Times about how financial organizations can protect themselves from cyber attacks.

July 3, 2024

Technology and Cyber Crime: How to Keep Out the Bad Guys

Ridgeline's Chief Security Officer Jeremy Hittle speaks to the Financial Times about how financial organizations can protect themselves from cyber attacks.

Thought Leadership

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June 17, 2024

Geneva Capital Management Switches to Ridgeline for Investment Management Tech

Asset management firm “wowed” by the cloud-native, AI-enabled platform; makes the change after 30 years with previous systems

June 17, 2024

Geneva Capital Management Switches to Ridgeline for Investment Management Tech

Asset management firm “wowed” by the cloud-native, AI-enabled platform; makes the change after 30 years with previous systems

Press Release

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May 2, 2024

Ridgeline Appoints Dave Blair as Chief Executive Officer

Ridgeline announced today that Dave Blair has been named CEO, partnering with Founder and Chairman Dave Duffield to guide the company's strategy and growth.

May 2, 2024

Ridgeline Appoints Dave Blair as Chief Executive Officer

Ridgeline announced today that Dave Blair has been named CEO, partnering with Founder and Chairman Dave Duffield to guide the company's strategy and growth.

Executive

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April 30, 2024

Reynders, McVeigh Capital Management is the Latest Customer to Go Live on Ridgeline’s Front-to-Back Cloud Platform

Boston firm calls Ridgeline “an awakening” that will give them a competitive advantage.

April 30, 2024

Reynders, McVeigh Capital Management is the Latest Customer to Go Live on Ridgeline’s Front-to-Back Cloud Platform

Boston firm calls Ridgeline “an awakening” that will give them a competitive advantage.

Press Release

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April 4, 2024

Smead Capital Management is Latest Firm to Go Live on Ridgeline’s Front-to-Back Platform

Global, multi-generational asset manager Smead Capital Management selects Ridgeline, credits the software’s “miraculous” speed

April 4, 2024

Smead Capital Management is Latest Firm to Go Live on Ridgeline’s Front-to-Back Platform

Global, multi-generational asset manager Smead Capital Management selects Ridgeline, credits the software’s “miraculous” speed

Press Release

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January 16, 2024

Coho Partners Transitions Operations to Ridgeline’s Front-to-Back Investment Management Platform

Pennsylvania-based asset management firm Coho Partners calls changing to Ridgeline's modern front-to-back cloud platform "an imperative" to stay competitive in an evolving industry.

January 16, 2024

Coho Partners Transitions Operations to Ridgeline’s Front-to-Back Investment Management Platform

Pennsylvania-based asset management firm Coho Partners calls changing to Ridgeline's modern front-to-back cloud platform "an imperative" to stay competitive in an evolving industry.

Press Release

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December 14, 2023

Compass Capital Management Modernizes Technology with Ridgeline's Front-to-Back Platform

Minneapolis-based Compass Capital Management calls Ridgeline “the next big thing” for investment management industry.

December 14, 2023

Compass Capital Management Modernizes Technology with Ridgeline's Front-to-Back Platform

Minneapolis-based Compass Capital Management calls Ridgeline “the next big thing” for investment management industry.

Press Release

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December 1, 2023

Datos Insights Awards Ridgeline "Emerging Competitor to Watch"

Ridgeline has received Datos Insights Matrix’s Emerging Front-to-back Market Competitor to Watch Award.

December 1, 2023

Datos Insights Awards Ridgeline "Emerging Competitor to Watch"

Ridgeline has received Datos Insights Matrix’s Emerging Front-to-back Market Competitor to Watch Award.

Awards

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November 14, 2023

Argent Capital Management Finds the Solution They've Been Waiting for in Ridgeline

"There hasn't been a solution that has met our needs before Ridgeline," says St. Louis-based Argent Capital Management about switching to the cloud-native investment management platform after 20 years on legacy tech.

November 14, 2023

Argent Capital Management Finds the Solution They've Been Waiting for in Ridgeline

Press Release

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October 16, 2023

Ridgeline Receives Frost & Sullivan's 2023 "Technology Innovation Leadership" Award

Ridgeline has been identified as 'best in class' for investment management cloud platform

October 16, 2023

Ridgeline Receives Frost & Sullivan's 2023 "Technology Innovation Leadership" Award

Ridgeline has been identified as 'best in class' for investment management cloud platform

Awards

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September 26, 2023

Bryan Faxel's Reno-Bound Success Story: How Top Talent at Ridgeline was Drawn to the City and Company

“We knew instantly that the Reno-Tahoe area was a perfect destination for us to raise our family. We were excited to be a part of a growing and challenging startup community,” says Bryan.

September 26, 2023

Bryan Faxel's Reno-Bound Success Story: How Top Talent at Ridgeline was Drawn to the City and Company

“We knew instantly that the Reno-Tahoe area was a perfect destination for us to raise our family. We were excited to be a part of a growing and challenging startup community,” says Bryan.

Culture

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September 14, 2023

Cornerstone Investment Partners Is Latest Investment Management Firm to Switch to Ridgeline

The Atlanta-based investment management company says Ridgeline's front-to-back platform "solves a lot of issues for us."

September 14, 2023

Cornerstone Investment Partners Is Latest Investment Management Firm to Switch to Ridgeline

The Atlanta-based investment management company says Ridgeline's front-to-back platform "solves a lot of issues for us."

Press Release

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September 5, 2023

Ridgeline Names Dave Blair Co-CEO; Expands Executive Leadership Team

Ridgeline is pleased to announce two changes to our leadership team.

September 5, 2023

Ridgeline Names Dave Blair Co-CEO; Expands Executive Leadership Team

Ridgeline is pleased to announce two changes to our leadership team.

Culture

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August 7, 2023

Asset Management Firm Replaces Multiple Legacy Systems by Moving to Ridgeline, the Industry Cloud Platform for Investment Management

Value investing firm Seizert moved to Ridgeline after 20-plus years on the same disparate legacy systems. Ridgeline was exactly what they'd been waiting for.

August 7, 2023

Asset Management Firm Replaces Multiple Legacy Systems by Moving to Ridgeline, the Industry Cloud Platform for Investment Management

Value investing firm Seizert moved to Ridgeline after 20-plus years on the same disparate legacy systems. Ridgeline was exactly what they'd been waiting for.

Press Release

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August 3, 2023

Top 100 Software Companies

Ridgeline at #26

August 3, 2023

Top 100 Software Companies

Ridgeline at #26

Awards

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June 15, 2023

Top Talent at Ridgeline: Donovan's Story

Engineering Manager Donovan Gini's family relocated from the Bay Area. See why they're thriving in Reno.

June 15, 2023

Top Talent at Ridgeline: Donovan's Story

Engineering Manager Donovan Gini's family relocated from the Bay Area. See why they're thriving in Reno.

Culture

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March 7, 2023

2023 Best Startup Employers

Startups were evaluated based on employer reputation, employee satisfaction, and growth.

March 7, 2023

2023 Best Startup Employers

Startups were evaluated based on employer reputation, employee satisfaction, and growth.

Awards

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January 25, 2023

Ridgeline Makes Power 500 Software Companies List

Ridgeline is recognized among the top 500 software companies by The Software Report

January 25, 2023

Ridgeline Makes Power 500 Software Companies List

Ridgeline is recognized among the top 500 software companies by The Software Report

Awards

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August 8, 2022

Ridgeline is a 2022 Fast Company "Best Workplace for Innovators"

Ridgeline is number 30 on the fourth annual list, which considered over 900 applicants for the 2022 awards.

August 8, 2022

Ridgeline is a 2022 Fast Company "Best Workplace for Innovators"

Ridgeline is number 30 on the fourth annual list, which considered over 900 applicants for the 2022 awards.

Press Release

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July 14, 2022

Top 100 Software Companies List Features Ridgeline

Ridgeline has been included on The Software Report's annual report for the first time.

July 14, 2022

Top 100 Software Companies List Features Ridgeline

Ridgeline has been included on The Software Report's annual report for the first time.

Awards

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May 4, 2022

'Aite Matrix: Buy-Side OMS Market 2022' Profiles Ridgeline

"[Ridgeline] has built a scalable cloud-native platform designed to reset the technology standards within the global investment management technology marketplace."

May 4, 2022

'Aite Matrix: Buy-Side OMS Market 2022' Profiles Ridgeline

"[Ridgeline] has built a scalable cloud-native platform designed to reset the technology standards within the global investment management technology marketplace."

Thought Leadership

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