The industry cloud platform for investment management

Elevate your entire business with one front-to-back solution

Trusted by diverse asset management firms all over the U.S.

"We’ve looked at so many vendors and nobody is going to do what you guys are doing. It’s just amazing."
• Ridgeline Asset Management Customer
"Ridgeline opens up so many possibilities for us to serve our end clients better and, ultimately, help them have a great financial life."
• Ridgeline Asset Management Customer
“We look at other systems, they just don’t solve our problems like Ridgeline will.”
• Ridgeline Asset Management Customer
“Ridgeline is reading our minds and it’s been therapeutic.”
• Ridgeline Asset Management Customer
“We’ve been in the industry for over 20 years. The energy the Ridgeline team has brought to the process has made us all excited."
• Ridgeline Asset Management Customer
$1-100B
Firms’ AUM Range
1900
Avg. Accounts Per Firm
100%
Are GIPS Compliant
30
Avg. Custodians
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One Unified Platform

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Cloud Native

Experience the flexible and future-proof public cloud architecture that’s a game-changer from dated legacy tech

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Single Source of Truth

Accelerate your business with
one source of accurate, real-time data integrated across the front, middle,
and back office.

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Security-First

Be confident knowing security and data protection is the foundation of every decision we make

The Industry’s Changing. Can Your Old Tech Keep Up?

Legacy tech systems haven’t kept up with today’s pace of business. Ridgeline's cloud platform connects formerly disparate and siloed core functions into integrated workflows across your front, middle, and back office.

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Without Ridgeline’s Industry Cloud Platform
With Ridgeline’s Industry Cloud Platform
Completed puzzle that shows how it is with Ridgeline's Industry PlatformTrade Order ManagementClient EngagementCompliancePortfolio ManagementReportingAccounting

Why Ridgeline?

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Taking The Long View

Our heritage, resources, and long-term thinking allow us to build the future in a way no one else can.

Learn About Ridgeline
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Industry Expertise

Experts and leaders from across the financial technology industry have joined Ridgeline because they see our potential to transform the industry

Meet Our Leadership
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Purpose Built

We’ve drawn on decades of experience to reimagine core systems from scratch. Creating a platform purpose-built for today’s investment management industry puts our customers a step ahead of tomorrow.

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Award-Winning (But Just Getting Started)

Inc. Best Workplaces 2021Glassdoor Best Places to Work 2021Citisoft 3 Tech and Ops Vendors to Watch 2021Best Places to Work Northern Nevada 2020Linkedin Top Startups 2020
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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 the way your firm operates.

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We look forward to giving you a customized demo of the Ridgeline platform.
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