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

Congress Asset Management

The $23B firm selected Ridgeline to modernize its investment and trade lifecycle: “The value we’re seeing is immeasurable.”

Clarkston Capital Partners

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

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.

Kennedy Capital Management

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

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.”

Geneva Capital Management

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

Reynders, McVeigh Capital Management

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

Smead Capital Management

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

Coho Partners

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

Argent Capital Management

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

Cornerstone Investment Partners

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

Seizert Capital Partners

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

Navellier & Associates

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

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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.

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Ridgeline in the News

All

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

Learn more

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.”

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

Meet a few of Ridgeline’s Customers

Learn how we help our customers solve real challenges

Congress Asset Management

Clarkston Capital Partners

Life on Ridgeline

Kennedy Capital Management

Saratoga Research and Investment Management

Geneva Capital Management

Reynders, McVeigh Capital Management

Smead Capital Management

Coho Partners

Argent Capital Management

Cornerstone Investment Partners

Seizert Capital Partners

Navellier & Associates

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.

We deliver measurable results

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,

Ready to See For Yourself?

Ridgeline in the News

NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline

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

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