Who we serve

Ridgeline offers a single, powerful investment operations platform for global asset managers, wealth managers/RIAs, and multi-family offices.

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The platform for forward-thinking investment teams

Firms across the industry—from global institutional asset managers to family offices to RIAs—are moving to Ridgeline to streamline operations, unlock insights, and deliver better client outcomes. With one platform for data, decisions, and delivery, Ridgeline prepares you for the future of investment management.

Ridgeline for Global Asset Management

Modernize workflows. Improve oversight. Operate at scale.
Ridgeline helps institutional managers replace fragmented systems with a unified, AI-enabled platform. From trading to reporting, firms gain real-time visibility and tighter control.

Benefits

Double-entry accounting across asset classes
GIPS performance and detailed client reporting
Trade lifecycle management with FIX connectivity
Continuous innovation through a cloud-native platform
AI tools for faster analysis and natural language queries

Real results from our customers

100% Portfolio Manager adoption

driven by ease of use and unified data at Kennedy Capital Management.  

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25% more AUM

per operations professional unlocked at Smead Capital Management

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75% faster

monthly closing of the books at Coho Partners

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We're more efficient. Now we have one vendor,
one system, and one source of truth.

Patrick Wolcott,

COO at Kennedy Capital Management

Ridgeline for Wealth Management

One platform to help your RIA firm thrive in a rapidly changing market.
Ridgeline brings CRM, portfolio construction, reporting, and operational tools into a single platform, simplifying the complexities for RIAs without compromising on your ability to deliver high-touch, fiduciary service.

Benefits

CRM with full relationship from prospect to client
Tools for managing and reporting on portfolios
Tax-aware order generation
Real-time views of public and private holdings
AI summaries and intuitive search

Meet Ridgeline RIA Customer Saratoga Research & Investment Management

Better cash utilization

and unlocked client returns

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33% faster

daily reconciliation

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11.4% more time

in market each day

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Ridgeline is able to understand our problems and then execute on solving them—it’s absolutely unprecedented with any other company I’ve ever worked with.

Adam Oreglia,

Director of IT & Operations Specialist, Saratoga Research & Investment Management

Ridgeline for Multi-Family Offices

Tailored tools for tax-aware, relationship-driven investing.
Ridgeline supports the complexity of family offices with multi-asset class accounting, reporting, and 360° relationship management. Built to support both traditional and alternative assets, it adapts to each family’s unique structure and priorities.

Benefits

Fully embedded CRM with a holistic view of relationships, documents, and correspondence
Double-entry accounting for public and private investments
Robust reporting tools to create and deliver compelling portfolio reporting
Integrated tax-aware workflows for tracking and trading efficiency
Support for alternative and private assets

Why Ridgeline for your family office?

9 legacy systems

replaced by Ridgeline  on average

1,100 new features

rolled out in 12 months—without  any service interruption

20+ secure AI features

with 100% adoption by  Ridgeline customers

The industry deserves to have an enterprise software solution that makes life easy.  Wouldn’t it be great if we all had Ridgeline to help everybody do a little bit better—but do it faster, smarter, and be more agile?

George Tenet,

Ridgeline Board Member, Former Managing Director at Allen & Company

Ready to move forward?

No matter your strategy, scale, or structure, Ridgeline is built to help you work smarter and move faster. Let’s talk about how we can support your goals.

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