Ridgeline
HQ Address
936 Southwood Blvd., Incline Village, NV 89451, United States
Website Address
Business introduction
The investment management platform you've been waiting for
Elevate your entire business with one front-to-back solution
Our Brand Promise
Ridgeline gives investment managers a competitive advantage with modern technology purpose-built for the industry. This is our commitment to our customers; everything we do is in service of this goal.
Ridgeline’s History
Ridgeline was founded on the shores of Lake Tahoe in 2017 by visionary software entrepreneur, Dave Duffield. Dave sought to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry.
Ridgeline started with a clean sheet of paper and a deep bench of domain experts and technologists bound by a set of core values and motivated to offer the industry a better experience than legacy tech. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry that prioritizes security, agility, and usability to empower firms like never before.
Ridgeline Solutions
Client Engagement
When your entire firm is operating on one integrated system, it’s easier to access key client information, quickly respond to client needs, and spend more time adding value to your relationships. Up-to-the-minute Client Details Ridgeline is designed to reduce data entry and accelerate taking action with accurate, current investment details. All of......
business needs
Compliance
Ridgeline knows that Compliance impacts every part of your business, so we’ve built a robust compliance engine to match. Keeping operations compliant despite shifting regulations and client preferences can be difficult and expensive without the right tools. Our compliance engine is fully integrated throughout the platform, allowing you to have......
business needs
Data
Front, middle, or back office? Regardless of your role within a firm, you can be confident in the accuracy and uniformity of the data across the entire Ridgeline platform. Ridgeline is built on a single source of truth, unifying data across applications and departments for greater efficiency and reduced risk.......
business needs
Portfolio Management
Discerning investors turn to you seeking customization and insight that can't be found with off-the-shelf mass consumption assets. The challenge is that customization can be time consuming and bog down workflows as you scale. Ridgeline is built to enable firms to manage high volumes of accounts, sophisticated strategies, and finely-tuned......
business needs
Reporting
Ridgeline knows how critical Reporting is for client servicing, communicating across your firm, and meeting regulatory and operational requirements. That’s why we’ve created an intuitive Reporting system that allows anyone at your firm to view, analyze, and report on data - exactly how they want to see it and with......
business needs
Trading
When it comes to trading, timing is everything. Fortunately, with Ridgeline’s cloud-native platform, you’re already a step ahead. Trading is fully integrated with everything from Client Engagement and Accounting to Reporting and Compliance – and all of them are fed by a single book of record with near-real-time data. This......
