News

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
3
min read

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
3
min read

June 11, 2025

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

2
min read

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

2
min read

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

4
min read

October 11, 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

4
min read

Articles

All

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
3
min read
3
min read
All

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
2
min read
2
min read
All

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
4
min read
4
min read
All

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
4
min read
4
min read
All

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
3
min read
3
min read
All

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
4
min read
4
min read
All

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
2
min read
2
min read
All

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
3
min read
3
min read
All

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
3
min read
3
min read
All

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
5
min read
5
min read
All

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
3
min read
3
min read
All

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
2
min read
2
min read
All

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
2
min read
2
min read
All

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
3
min read
3
min read
All

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
3
min read
3
min read
All

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
3
min read
3
min read
All

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
1
min read
1
min read
All

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

"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.

Press Release
3
min read
3
min read
All

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
5
min read
5
min read
All

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
5
min read
5
min read
All

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
5
min read
5
min read
All

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
5
min read
5
min read
All

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
5
min read
5
min read
All

August 3, 2023

Top 100 Software Companies

Ridgeline at #26

August 3, 2023

Top 100 Software Companies

Ridgeline at #26

Awards
5
min read
5
min read
All

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
5
min read
5
min read
All

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
5
min read
5
min read
All

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
2
min read
2
min read
All

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
2
min read
2
min read
All

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
2
min read
2
min read
All

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
5
min read
5
min read
All

April 14, 2022

Podcast: Performing Heart Surgery with a Pine Cone

Marketing lead Christine Switzer explains the creative ways Ridgeline is bringing a refreshing alternative to the investment management industry.

April 14, 2022

Podcast: Performing Heart Surgery with a Pine Cone

Marketing lead Christine Switzer explains the creative ways Ridgeline is bringing a refreshing alternative to the investment management industry.

Thought Leadership
5
min read
5
min read
All

October 20, 2021

API Reliability and Velocity in the Financial Sector

Cloud Engineer Timophey Zaitsev is interviewed on the Breaking Changes podcast.

October 20, 2021

API Reliability and Velocity in the Financial Sector

Cloud Engineer Timophey Zaitsev is interviewed on the Breaking Changes podcast.

Culture
5
min read
5
min read
All

December 22, 2020

Ridgeline Leverages AWS SaaS Factory to Launch Enterprise Platform for Investment Managers

A Q&A with AWS on the story of Ridgeline’s purpose-built enterprise platform.

December 22, 2020

Ridgeline Leverages AWS SaaS Factory to Launch Enterprise Platform for Investment Managers

A Q&A with AWS on the story of Ridgeline’s purpose-built enterprise platform.

Thought Leadership
5
min read
5
min read
All

December 8, 2020

Three Tech and Ops Vendors to Watch in 2021

Citisoft listed Ridgeline as one of three, eagerly-anticipated front-to-back vendors.

December 8, 2020

Three Tech and Ops Vendors to Watch in 2021

Citisoft listed Ridgeline as one of three, eagerly-anticipated front-to-back vendors.

Awards
3
min read
3
min read
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