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.

Learn how we help our customers solve real challenges

Clarkston logo over Ridgeline's Incline Village office
Location:
Rochester, MI
Founded:
2004
AUM:
$6.8B

Clarkston Capital Partners

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

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Location:
Incline Village, NV
Founded:
2017
AUM:

Life on Ridgeline

Hear from forward-thinking investment management firms who’ve made the switch to Ridgeline and discovered a simpler, smarter way to work.

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Location:
St. Louis, MO
Founded:
1980
AUM:
$4.8B

Kennedy Capital Management

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

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Location:
Saratoga, CA
Founded:
1995
AUM:
$2.8B

Saratoga Research and Investment Management

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

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Location:
Milwaukee, WI
Founded:
1987
AUM:
$5.5B

Geneva Capital Management

Milwaukee firm says it’s been “so far, so great” since transitioning to Ridgeline after almost 40 years with previous tech.

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Location:
Boston, MA
Founded:
2005
AUM:
$3.2B

Reynders, McVeigh Capital Management

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

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Location:
Phoenix, AZ
Founded:
2007
AUM:
$6B

Smead Capital Management

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

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Location:
Berwyn, PA
Founded:
1999
AUM:
$7.5B

Coho Partners

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

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Location:
St. Louis, MO
Founded:
1998
AUM:
$3.1B

Argent Capital Management

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

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Location:
Atlanta, GA
Founded:
2001
AUM:

Cornerstone Investment Partners

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:
Birmingham, MI
Founded:
2000
AUM:

Seizert Capital Partners

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

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Location:
Reno, NV
Founded:
1987
AUM:

Navellier & Associates

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

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Dave Duffield
quote icon

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

We deliver measurable results

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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

Ready to See For Yourself?

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

Request Demo
The Ridgeline Platform

Ridgeline in the News

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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.”

Press Release
Learn more
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.”

Press Release
Learn more
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

Press Release
Learn more
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936 Southwood Blvd.
Incline Village, NV 89451
1250 Broadway - 14th Floor New York, NY 10001
9670 Gateway Dr. #200
Reno, NV 89521
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