.svg)
.svg)
Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”
INCLINE VILLAGE, Nev., April 30, 2025 — Ridgeline, the cloud platform for investment management, today announced that Clarkston Capital Partners is the latest firm to go live on its all-in-one platform. The Michigan-based wealth and asset manager selected Ridgeline to replace its legacy tech stack and streamline daily operations across the front, middle, and back office.
Clarkston joins a growing number of firms modernizing their operations with Ridgeline’s single platform solution, which has been purpose-built for investment management and integrates portfolio management, complex trading, CRM, accounting, and more.
“You realize really quickly that all of the friction comes from moving between these siloed processes,” said Phil Olsen, Senior Project Specialist at Clarkston. “With our previous tech, there wasn’t a way to get where we wanted to be. Ridgeline served all our needs; there’s nothing else like it.”
The Clarkston team cited Ridgeline’s easy-to-learn system and hands-on implementation approach as key drivers of their successful transition.
“The solution is great, but the process is also great,” Olsen continued. “We were able to trust Ridgeline, and that allowed the whole project to be low stress. The product does what they say—it’s been the best experience I’ve ever had.”
Michael Rooney, Senior Director of Operations, echoed that sentiment: “We were promised a platform by our previous provider, but going between systems was a grind that took up inordinate amounts of time and effort. With Ridgeline, settlement of trading has saved our back office hours at the end of the day. Implementation couldn’t have gone smoother from my perspective. The change was a no-brainer.”
For Rebecca Wagner, an Investment Counselor at the firm, Ridgeline has “been a huge relief. They really built out the platform to take into account all of the complexities of private client needs,” said Wagner. “Everything we’ve asked for has been a yes, which has been nice—we came from a place of ‘no.’”
Ridgeline CEO Dave Blair says, “I’m thrilled to welcome the Clarkston team to the Ridgeline platform, and appreciate their close partnership throughout implementation.”
Clarkston’s successful implementation is further testament to Ridgeline’s commitment to delivering a next-generation solution that meets the complex needs of wealth managers and asset managers alike.
About Ridgeline
Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern cloud-native platform, purpose-built for the investment management industry to empower businesses like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by Frost & Sullivan as a “Technology Innovation Leader,” and by The Software Report as a “Top 100 Software Company.”
Media contact: Christine Switzer, Marketing and Communications, christine.switzer@ridgelineapps.com
