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News
Ridgeline Introduces Intelligent Operations to Power a New Operating Model for Investment Management
The new offering combines AI-driven workflows with human oversight to deliver operational outcomes at scale.



Press Release
Ridgeline Introduces Intelligent Operations to Power a New Operating Model for Investment Management
The new offering combines AI-driven workflows with human oversight to deliver operational outcomes at scale.




Executive
Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains


Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains


Press Release
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”


Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”
Articles




August 8, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”
August 8, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”




July 9, 2025
NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline
After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”
July 9, 2025
NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline
After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”


June 11, 2025
Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth
Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”
June 11, 2025
Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth
Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”




April 30, 2025
Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform
Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”
April 30, 2025
Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform
Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”




March 11, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation
AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work
March 11, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation
AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work




December 20, 2024
Asset manager Saratoga uses AI to accelerate Ridgeline rollout
WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.
December 20, 2024
Asset manager Saratoga uses AI to accelerate Ridgeline rollout
WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.