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Ridgeline helps
investment managerspend more time on what matters
Grow and retain assets while better managing investor relationships with trading, portfolio management, and CRM on a single, AI-enabled platform.
Real Customer Success Stories
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Taking A Generational Leap: How Smead Capital Management Replaced Their Tech with Ridgeline
“Ridgeline allows us to make more decisions at faster paces. The speed is just miraculous.”
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Everything In One Place: Reynders, McVeigh Capital Management finds competitive edge with Ridgeline
“The more we work with Ridgeline the more value we found in our data and the more ability we’ve had to analyze our data.”
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Clearing The Path To Growth: Ridgeline helps Saratoga Research & Investment Management reach goals
“Ridgeline gives us time back to work on things that move the business forward.”
Our Leadership
Board of Directors
Dave Duffield
Founder and Chairman
Dave Duffield
Founder and Chairman
Dave’s distinguished career in business software spans more than five decades. He has founded or co-founded six enterprise software companies, including the world-class public companies PeopleSoft and Workday. Each delivered software and technology ahead of its time to benefit businesses and institutions across the globe. Dave was an early adopter of core values and the belief that happy employees lead to happy customers.
George Tenet
Board Member
George Tenet
Board Member
George Tenet is currently Chairman Emeritus of Allen and Company LLC, a privately held investment bank. Previously, Mr. Tenet served under Presidents Bill Clinton and George W. Bush as the 18th Director of Central Intelligence from 1997 to 2004. In this position, he led the U.S. Intelligence Community and presided over the daily activities of the CIA.
Mr. Tenet has received many awards for his public service, including the Presidential Medal of Freedom, the United States' highest civilian honor. Mr. Tenet received a BSFS from Georgetown University and a MIA from Columbia University. He is the author of At the Center of the Storm (2007), a best-selling memoir of his life in the CIA.
Robynne Daly
Board Member
Robynne Daly
Board Member
Robynne Daly currently serves on the board of directors for Unity Software, Lyra Health, and the University of Hawaii Foundation. She previously spent 12 years at Workday in various senior roles, including vice chair, co-president, CFO and chief accounting officer. Prior to joining Workday, Robynne was chief accounting officer and corporate controller at VMware, served as senior vice president and chief accounting officer at VeriSign, and served as assistant controller at Oracle. She also held senior finance roles at Visa, General Electric, and Ford.
Robynne holds a master of business administration degree in finance from Golden Gate University and a bachelor’s degree in economics and accounting from Claremont McKenna College.
Mike Frandsen
Board Member
Mike Frandsen
Board Member
Mike has 40+ years of experience in consulting and application software. He held leadership positions at Andersen Consulting (now Accenture), PeopleSoft, and Workday. He was also the CEO at a green energy startup as well as a provider of SaaS-based retail promotion management applications.
Mike served on the boards of Zendesk and Advent Software prior to the sale of those companies. He is currently a director for the Workday Foundation. Mike holds a bachelor's degree in business from the University of Colorado.
Executive Team
Dave Blair
Chief Executive Officer
As Ridgeline’s CEO, Dave brings a modern, cloud-based product and technology focus to Ridgeline. Dave has 30 years of experience bringing new solutions to the market in the investment management software industry. Prior to joining Ridgeline in 2020, Dave led multiple product areas at SS&C Advent over 28 years and helped oversee Advent’s entire portfolio of software solutions.
Mike Duffield
SVP of Go to Market
For Mike, success in sales and marketing starts with a partnership grounded in honesty, thoughtfulness, and like-minded core values. These principles developed over 30 years of leading sales initiatives at PeopleSoft and Workday, where he worked closely with organizations of all sizes to modernize their administrative systems. Before joining Ridgeline, Mike co-founded and served as CEO of Alchemy, a leading Workday Higher Education solutions partner.
Lisa Faucher
SVP of People and Operations
Lisa oversees Ridgeline’s Operations functions, which include HR & Workplace, Talent Acquisition, Program Management, Production Operations, Technical Documentation, Legal and Finance. In her role, Lisa ensures the alignment of Ridgeline's strategic goals with its operational capabilities, driving initiatives that enhance employee engagement, operational efficiency, and overall company performance. Prior to joining Ridgeline, Lisa spent 18 years at Workday in various positions within the Services, Sales, and Products organization as well as the Office of the COO. Lisa is a graduate of the University of Rhode Island.
Jon Ruggiero
Chief Technology Officer
Jon was previously at Workday, beginning as an early employee and serving as Chief Technology Architect and later Senior Vice President. At Workday, Jon led a product incubation organization innovating the next generation of products and technology. Jon holds a bachelor of science degree in computer science from the College of Engineering at Cornell University. Jon is the inventor on multiple patents related to digital credentials, transaction concurrency, parallel processing, search, and analytics.
Your front, middle, and back office - all in one place
With a 360-degree view of client information, you can quickly access critical information, respond promptly to investor needs, and allocate more time to adding value and nurturing relationships.
Manage portfolios at scale regardless of complexity, including multi-currency with multiple asset classes. Take advantage of built-in functionality for complex modeling, block orders, quick orders, and drift monitoring/rebalancing.
Manage, execute, and settle trades through robust electronic trading functionality that includes an integration with NYFIX, dark pools, and broker algos. Access all post-trade activity in a single dashboard tracking CTM matches, local matches, and FIX allocation status.
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A fully-integrated, configurable compliance engine gives you enhanced control to meet client requirements and the ability to proactively mitigate risk at the firm, account, and regulatory levels on both a pre- and post-trade basis.
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Start each day with confidence. Leverage a trusted custodial data network and reconciliation engine to reconcile start of day cash, positions, and tax lots.
Ensure accurate records and easy access to detailed portfolio accounting information with a double-entry, multi-currency, multi-asset accounting engine.
Ridgeline’s enterprise reporting unlocks your data, providing you configurable views, reports, dashboards and actionable analytics. Easily generate reports including portfolio performance, contribution and attribution, branded client statements, a full suite of operational reports, and manage and report on your GIPS Composites, all within Ridgeline’s intuitive UI.
Invoices and fees reside alongside your client information and seamlessly integrate with accounting, performance calculations and reporting. Configure fee details, create configurable billing rules, calculate and generate invoices, and receive payments - all with the same system you’re using for everything else.
Orchestrate and automate tasks and actions across your unified front, middle and back office workflows. Notifications are delivered in context within the application, or to your inbox, and provide transparency and visibility to help you achieve the next level of efficiency.
Recent Awards
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Experience the single, real-time cloud platform for investment management
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