What We Help With

Growth. Efficiency. Digital transformation. Whatever your firm’s ambition, Ridgeline can help you achieve it.

Customer Stories

Growth Operational Efficiency Digital Transformation

Customer Stories

Meet a few of Ridgeline’s customers

Ridgeline is the technology of choice for leading investment management innovators who share our vision for a better future for the entire industry. Our customers recognize the potential for the right technology to be a competitive advantage that can catalyze their ambitions for growth, operational efficiency, and digital transformation. Here are some of their stories.

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Smead’s Story

Ridgeline helps this multi-generational firm remain nimble while staying a step ahead.

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Location: Phoenix, AZ

Founded: 2007

AUM: $6B

By Switching to Ridgeline:

Faster decision making

Minimize additional headcount

Unlock talent for higher-value work

“Ridgeline allows us to make more decisions at faster paces. The speed is just miraculous.”

- Cole Smead,
CEO and Portfolio Manager

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Coho's Story

Pennsylvania-based firm calls changing to Ridgeline “an imperative” to stay competitive

Berwyn, PA

Founded: 1999

AUM: $7.5B

By Switching to Ridgeline:

Improve data and analytics processing

Re-focus talent on value-driving work

Position the firm to meet future unknowns

“We want to put Coho in the best possible position for success. Ridgeline puts us in a better position than we would other wise be six months, a year, five years from now.”

- Brian Gibson, Partner

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Argent’s Story

After 20 years, Argent Capital Management finds the solution they’ve been waiting for in Ridgeline.

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Location: St. Louis, MO

Founded: 1998

AUM: $3.1B

100% Employee Owned

20 years on legacy tech

By Switching to Ridgeline:

Can efficiently scale without adding headcount

Take advantage of leading edge technology for clients

Reduce errors caused by managing multiple systems

“We’re combining 10 programs into one, creating efficiency and accuracy across the firm.”

- Ward Brown,
Director of Portfolio Engagement

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Cornerstone’s Story

The Atlanta-based firm says moving to Ridgeline’s front-to-back platform “solves a lot of issues for us.”

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Location: Atlanta, GA

Founded: 2001

By Switching to Ridgeline:

Reclaimed 2+ weeks in FTE time through process efficiencies

No more seat limits for firm users

Client details accessible within the same unified system

Eliminated root cause of 50% of trading errors

“Everything’s at the tip of your fingers now. It really was ‘out with the old and in with the new.‘”

- Tom Builder, Director of Marketing and Client Service

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Seizert’s Story

Moving to Ridgeline’s unified system has been a welcome change that “will take us into the future.”

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Location: Birmingham, MI

Founded: 2000

Primary strategies: Core and value domestic equities

Replaced 6 legacy systems, dating back to 2000

All users now on one system

Reduced risk across teams

Ready to scale without limits

“Whatever you want to look at, Ridgeline has created the ability to do it.”

- David Collon,
Managing Partner & Portfolio Manager

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Navellier’s Story

The transition to Ridgeline after decades of legacy tech has been a “game-changer — completely.”

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Location: Reno, NV

Founded: 1987

Primary strategies: Domestic equities; Fixed-Rate Bonds

“The more I use it, the more excited I am to have all of the applications in one place.”

- Pete Koelewyn, Head Trader

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