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

Life on Ridgeline

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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

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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

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

Geneva Capital Management

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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

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

Smead Capital Management

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

Coho Partners

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

Argent Capital Management

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

Cornerstone Investment Partners

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

Seizert Capital Partners

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

Navellier & Associates

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

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

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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

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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.

Thought Leadership

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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

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Meet a few of Ridgeline’s Customers

Learn how we help our customers solve real challenges

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

Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation

Asset manager Saratoga uses AI to accelerate Ridgeline rollout

Ridgeline Launches Mobile Experience for its Investment Management Platform