Ridgeline
HQ Address
936 Southwood Blvd., Incline Village, NV 89451, United States
Website Address
Business introduction
Revolutionizing Investment Management
The first front-to-back system of record with embedded AI, Ridgeline empowers firms to grow by automating complexity, accelerating collaboration, and delivering tailored client experiences at scale — without added headcount or risk
Ridgeline’s history
Ridgeline was founded on the shores of Lake Tahoe by visionary software entrepreneur Dave Duffield, who previously co-founded highly successful public companies like PeopleSoft and Workday. Dave sought to apply his proven 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 what legacy tech could offer.
Now over 400 employees strong and with four offices across the U.S., we have built 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
Accounting
Ridgeline’s Accounting application provides your firm with an exceptional degree of transactional detail, configurability, and reliability. Double-entry bookkeeping, a configurable chart of accounts, near-real-time data, and a full general ledger mean you’ll always know where the data is coming from and have quick access to details like intraday valuations and......
business needs
- Business Intelligence & Practice Management
- Data Management & Analysis
- Portfolio & Wealth Management Systems
Client Engagement
Ridgeline allows relationship managers to provide the kind of superior client service that builds trust with clients. 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......
business needs
view solutionCompliance
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
view solutionPortfolio 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
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Reconciliation
Reconciliation gets harder when data is stitched together from too many places. Ridgeline reduces that friction by aligning custodian, broker, and internal data within a unified, real-time data model. With fewer handoffs and fewer point-to-point integrations, teams start from a cleaner baseline instead of chasing avoidable breaks. Intelligent, rule-driven matching Not every......
business needs
view solutionReporting
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
view solutionTrading
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......
