Ridgeline has a simple mission: partner with financial advisory firms to modernize their software. We aim to deliver an enterprise platform, unified applications across all offices, and a common data model. Our goal is to shift everyone at a firm to higher-value work.
"Ridgeline brings an enterprise mindset to investment management software. Our youthful, spirited team is purpose-driven, has a thirst for knowledge, and is determined to modernize a hugely influential industry."