What We Help With

Growth. Efficiency. Digital transformation. Whatever your firm’s ambition, Ridgeline can help you achieve it.

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Customer Stories

Meet a few of Ridgeline’s customers
Ridgeline is the technology of choice for leading investment management innovators who share our vision for a better future for the entire industry. Our customers recognize the potential for the right technology to be a competitive advantage that can catalyze their ambitions for growth, operational efficiency, and digital transformation. Here are some of their stories.
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Geneva’s Story

Milwaukee firm says it’s been “so far, so great” since transitioning to Ridgeline after almost 40 years with previous tech’

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Geneva
Geneva
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Location: Milwaukee, WI
Founded: 2987
AUM: $5.5B

By Switching to Ridgeline:

Faster decision making
Realized benefits as early as day 1
Minimize additional headcount
Eliminated 7-step cash flow process
Able to influence product development through feedback
“I never expected that we would make a change when we did. It’s just that Ridgeline wowed us — it wasn’t the status quo of ‘just doing OK.’”
Katie Ellenberg,
Principal and Head of Investment Operations and Portfolio Administration
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Reynders, McVeigh’s Story

The Boston asset management firm calls Ridgeline “an awakening” that will give them a competitive advantage.

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Location: Boston, MA
Founded: 2005
AUM: $3.2B
By Switching to Ridgeline:
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Catalyzed impact investing
Leveraging AI for productivity
Created differentiation and more value for clients
“It was very easy for us to see that Ridgeline is exactly the type of technology that can get us to the next level and help us compete.”
- Chat Reynders, Chairman and Chief Executive Officer
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Smead’s Story

Ridgeline helps this multi-generational firm remain nimble while staying a step ahead.

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Location: Phoenix, AZ
Founded: 2007
AUM: $6B

By Switching to Ridgeline:

Faster decision making
Faster decision making
Minimize additional headcount
Minimize additional headcount
Unlock talent for higher-value work
“Ridgeline allows us to make more decisions at faster paces. The speed is just miraculous.”
- Cole Smead,
CEO and Portfolio Manager
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Coho's Story

Pennsylvania-based firm calls changing to Ridgeline “an imperative” to stay competitive

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Berwyn, PA
Founded: 1999
AUM: $7.5B
By Switching to Ridgeline:
Improve data and analytics processing
Improve data and analytics processing
Re-focus talent on value-driving work
Re-focus talent on value-driving work
Position the firm to meet future unknowns
Position the firm to meet future unknowns
“We want to put Coho in the best possible position for success. Ridgeline puts us in a better position than we would other wise be six months, a year, five years from now.”
- Brian Gibson, Partner
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Argent’s Story

After 20 years, Argent Capital Management finds the solution they’ve been waiting for in Ridgeline.

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Location: St. Louis, MO
Founded: 1998
AUM: $3.1B
100% Employee Owned
20 years on legacy tech

By Switching to Ridgeline:

Efficient scaling
Can efficiently scale without adding headcount
take advantage of leading edge technology for clients
Take advantage of leading edge technology for clients
Reduce errors caused by managing multiple systems
“We’re combining 10 programs into one, creating efficiency and accuracy across the firm.”
- Ward Brown,
Director of Portfolio Engagement
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Cornerstone’s Story

The Atlanta-based firm says moving to Ridgeline’s front-to-back platform “solves a lot of issues for us.”

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Location: Atlanta, GA
Founded: 2001
By Switching to Ridgeline:
Reclaimed 2+ weeks in FTE time through process efficiencies
Reclaimed 2+ weeks in FTE time through process efficiencies
No more seat limits for firm users
No more seat limits for firm users
Client details accessible within the same unified system
Client details accessible within the same unified system
Eliminated root cause of 50% of trading errors
Eliminated root cause of 50% of trading errors
“Everything’s at the tip of your fingers now. It really was ‘out with the old and in with the new.‘”
- Tom Builder, Director of Marketing and Client Service
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Seizert’s Story

Moving to Ridgeline’s unified system has been a welcome change that “will take us into the future.”

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Location: Birmingham, MI
Founded: 2000
Primary strategies: Core and value domestic equities
Replaced 6 legacy systems
Replaced 6 legacy systems, dating back to 2000
ALl users now ono one systems
All users now on one system
Reduced risk across teams
Reduced risk across teams
ready top scale
Ready to scale without limits
“Whatever you want to look at, Ridgeline has created the ability to do it.
- David Collon,
Managing Partner & Portfolio Manager
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Navellier’s Story

The transition to Ridgeline after decades of legacy tech has been a “game-changer — completely.”

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Location: Reno, NV
Founded: 1987
Primary strategies: Domestic equities; Fixed-Rate Bonds
“The more I use it, the more excited I am to have all of the applications in one place.”
- Pete Koelewyn, Head Trader
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