Ridgeline helps investment managers spend more time on what matters
The only solution that combines customer relationship, portfolio, and trade order management so you can grow and retain assets while delivering superior service to investors.
Transforming business for forward-thinking asset management firms
Coho Partners calls changing to Ridgeline “an imperative” to stay competitive
“I spent years evaluating different vendors and nobody was good enough. But then I met Ridgeline. It’s the holy grail of everything that I was looking at.”
Brian, Partner
See all customer stories![Quote Author](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65c30cbf8fdf8f57d6023d83_image%20placeholder.jpg)
The single platform that your firm's ambitions deserve
Your front, middle, and back office - all in one place
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca7804b6a890812e364d3b_Client%20engagement%204.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca780485d03fc5378f5b1d_Portfolio%20construction%201.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca7804c525a9bd79cce87f_Trading%201.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca78046d839ad8633d5fc6_Compliance%201.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca78048d16f81e0ca67be1_Reconciliation%20v2%202.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca7804d18d13294cf7cd66_Portfolio%20accounting%20(1)%201.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca7804e43ccb93bd34b6aa_Reporting%20v2%202.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca7804f3b44a52c3d9dafe_Revenue%20Management%201.png)
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65ca78ba53d812ea83c7d7de_Workflow%201.png)
AI at the Core
Ridgeline is uniquely positioned to lead the investment management industry in AI for the benefit of our customers.
AI-Embedded Platform
- Cloud native
- Universal data model
- Metadata-driven intelligence
AI-Empowered Team
- 100% of employees responsibly using AI tools
- Fast-track innovation with AI
- Responsible AI Board governs all initiatives
AI-Enhanced Value
- AI used only where it adds demonstrated value
- Ridgeline customers using AI since January 2024
- Fine controls let firms decide when and how to use AI
![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65c3f30c8899a0e43ccd7532_ai%20bg.png)
Ridgeline in the News
![](https://cdn.prod.website-files.com/61b2cea6a1fe08e04d406dec/6633b998513fde4beee0e847_Careers%20page%3A%20New%20Dave%20Blair%20headshot.webp)
![](https://cdn.prod.website-files.com/61b2cea6a1fe08e04d406dec/663045f616422b8153d26ad3_Ridgeline%20Logo_Horizontal_White_registered%20(1).webp)
![](https://cdn.prod.website-files.com/61b2cea6a1fe08e04d406dec/6633b998513fde4beee0e847_Careers%20page%3A%20New%20Dave%20Blair%20headshot.webp)
![](https://cdn.prod.website-files.com/61b2cea6a1fe08e04d406dec/663045f616422b8153d26ad3_Ridgeline%20Logo_Horizontal_White_registered%20(1).webp)
May 2, 2024
Ridgeline Appoints Dave Blair as Chief Executive Officer
Ridgeline announced today that Dave Blair has been named CEO, partnering with Founder and Chairman Dave Duffield to guide the company's strategy and growth.
Recent Awards
![Award logo](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/619ae867dab55b60dffe4e5b_Inc_2021_BestWorkplaces_StandardLogo.png)
![Award logo](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/657be7ccf4808d12db3f1d3f_Datos%20Matrix%20award%20bug%20(1).png)
![Award logo](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/6543bb5739e75e9d0fd021bb_Frost%20and%20Sullivan_Award_.jpg)
![Award logo](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/62e9516be3700b1852b95b99_2022%20FastCompany_BestWorkplacesForInnovators%20-%20Standard%20Logo%20(1).webp)
![Award logo](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/62d75739d42576004ff40862_TSR%20Top%20100%20of%202022.webp)
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 how your firm operates.
Request Demo![](https://cdn.prod.website-files.com/6126ab68c73f925bdc355c97/65c3ff0704f7773aca91316c_cta-bg.png)