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News
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



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




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.”

Press Release
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.”

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.”
Articles


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.




November 4, 2024
Ridgeline Launches Mobile Experience for its Investment Management Platform
Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.
November 4, 2024
Ridgeline Launches Mobile Experience for its Investment Management Platform
Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.




October 7, 2024
Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO
Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.
October 7, 2024
Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO
Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.