What We Help With

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

Customer Stories

Growth Operational Efficiency Digital Transformation

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.

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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Location: Milwaukee, WI

Founded: 1987

AUM: $5.5B

By Switching to Ridgeline:

Realized benefits as early as day 1

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

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:

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

Smead’s Story

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

Location: Phoenix, AZ

Founded: 2007

AUM: $6B

By Switching to Ridgeline:

Faster decision making

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

Coho's Story

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

Berwyn, PA

Founded: 1999

AUM: $7.5B

By Switching to Ridgeline:

Improve data and analytics processing

Re-focus talent on value-driving work

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