# Ridgeline

> Ridgeline builds a cloud platform for asset managers, wealth managers, and registered investment advisers. It combines portfolio management, trading, compliance, accounting, reconciliation, reporting, and client engagement around shared real-time data, with embedded AI and optional managed operational services.

- **Founded:** 2017
- **Headquarters:** Incline Village, United States
- **Founders:** Dave Duffield (Founder and Chairman)
- **Products:** Ridgeline Platform, Ridgeline Intelligence, Ridgeline Intelligent Outcomes, Implementation, training, and customer success
- **Notable:** Argent customer story reports ten programs consolidated into one., Congress customer story reports a roughly nine-month migration from decades-old technology., Company reported more than $760 billion in committed assets in October 2026.

## Products & services

- **Ridgeline Platform** — Cloud system of record spanning portfolio management, trade order management, compliance, reconciliation, accounting, billing, reporting, and client engagement.
- **Ridgeline Intelligence** — Embedded assistant, agents, and workflows using platform data and permissions to support analysis and operational automation. Announced June 25, 2026.
- **Ridgeline Intelligent Outcomes** — AI-driven operational services with expert oversight and defined service commitments; includes reconciliation and exception management.
- **Implementation, training, and customer success** — Workflow discovery, migration, configuration, integration testing, and ongoing assistance, delivered with an alliance partner ecosystem.

## Achievements

- Argent customer story reports ten programs consolidated into one.
- Congress customer story reports a roughly nine-month migration from decades-old technology.
- Company reported more than $760 billion in committed assets in October 2026.
- Reported an AI management system certified to ISO/IEC 42001 in October 2026.
- Named a Best Startup Employer by Forbes and a Top 100 Software Company by The Software Report, according to company materials.

## Latest updates

- **2026-10** — Base Camp recap reported expanded AI capabilities, an interface redesign, ISO/IEC 42001 certification, and more than $760B in committed assets.
- **2026-09** — Announced a $250M Series E at a $1.425B valuation.
- **2026-08** — Announced Wasatch Global Investors was live on the platform; the release identifies the firm as a $23B manager.
- **2026-06** — Announced Ridgeline Intelligence on June 25; some migrated website metadata shows an August publication date.
- **2026-03** — Announced $650B+ committed assets and a Dublin office supporting international operations.

## Links

- Website: https://ridgeline.ai/
- LinkedIn: https://www.linkedin.com/company/ridgelineapps/
- YouTube: https://www.youtube.com/channel/UC1DLpPlidgWK23xrQPPwYpg
- Instagram: https://www.instagram.com/RidgelineAI_official/

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Profile page: https://yespress.io/ridgeline
Published by YesPress — https://yespress.io
Last updated: 2026-10-24