Events

Join your fellow members at Charleston, SC Cutter Connect 2025 to discover the latest research content and analysis that dares to predict––providing you with insights, knowledge, and tools to stay ahead of industry changes and trends. Concurrent tracks include Supporting Investments, Managing Data, and Distribution and Client Experience. Sessions will feature research presentations, roundtable discussions, panel discussions, and thought leadership. There will also be several networking opportunities, including a welcome reception and offsite activities in the historic Charleston area. You don’t want to miss this!

IMPACT is heading up to Denver in 2025, and we can’t wait to see you there. With so many RIA industry leaders from firms of all sizes all in one place, expect countless opportunities to learn, rejuvenate, make connections, and have fun! It’s a don’t-miss event—and it’s all about you. Register today!

Join leading Buy Side investment operations executives at InvestOps Connect for an exclusive, peer-driven experience focused on streamlining workflows, unifying data, and modernizing legacy systems to boost performance and reduce costs. Through strategic discussions, interactive networking, and curated solution discovery, you'll gain actionable strategies to transform post-trade processes, enhance data efficiency, and support your broader portfolio goals. Discover how top firms are shaping the future of investment operations—today and beyond.

Ridgeline will be at InvestOps this year! We're thrilled to sponsor this event and can't wait to connect with you. Stop by our booth to explore the latest innovations in our product and AI, and don’t miss our engaging speaking sessions packed with exclusive insights. See you there!

Join us! Ridgeline will have a booth on site throughout the day, and VP of AI Alex Benke and VP of Regional Sales Lauren Manchester will be hosting a roundtable on how firms are using AI in meaningful, practical ways across their operations.

Coming to Boston October 16th, the Ridgeline Summit brings executives, operations leaders, and technologists together for an evening of insight and exchange. Discussion will focus on the state of AI adoption, the guardrails that make it trustworthy, and lessons from peers navigating the same transformation. Apps and drinks are included to fuel the conversation.

The Ridgeline Summit in Chicago is coming October 22 and offers a forum to explore AI’s impact on investment decision-making and firm operations. Attendees will hear customer perspectives, gain expert guidance, and connect with peers facing the same opportunities and challenges. Apps and drinks will be available throughout the event.

Spend 30 minutes with us to see how Ridgeline helps firms spend more time on what matters. We're excited to feature Bridget Barrot, Ridgeline’s VP of Customer Success, and David LaValle, President and CEO of American Capital

Spend 30 minutes with us to see how Ridgeline helps firms spend more time on what matters.