Ridgeline Introduces Ridgeline Intelligence, Enabling Investment Managers to Put Their Data to Work With AI

INCLINE VILLAGE, Nev. — June 25, 2026 — Ridgeline, the AI-native platform for modern investment management, today announced Ridgeline Intelligence, a comprehensive solution that brings together an expanding collection of agents, workflows, and a powerful assistant — all built directly into the platform. More than just a set of individual features, Ridgeline Intelligence reflects a unified vision for helping investment firms responsibly apply AI across their business through a single connected system to accelerate operations, significantly reduce manual work, and shift focus back to priorities that move the business forward.

Built on the platform’s unified, real-time data, Ridgeline Intelligence gives firms a streamlined way to use AI across their day-to-day work instead of piecing together in-house solutions or layering bolt-on tools onto disconnected systems. Having critical data such as clients, portfolios, activities, tasks, and compliance in one system means AI has the context it needs for firms to automate work, surface answers, and act on rich insights instantly.

One hundred percent of live customers are already using Ridgeline’s AI capabilities, the earliest iteration of which has been available for over two years. Ridgeline Intelligence includes new ways for teams to interact with their data and operate with greater efficiency.

Ridgeline Workflows

Ridgeline Workflows gives users a visual, drag-and-drop way to build automated processes without coding skills. The new Workflow Builder is an intuitive way for any authorized users at the firm to create their own tailored workflows for things like reporting, service requests, and compliance reviews without waiting on engineering support.

Because AI is built directly into Workflows, it automatically reviews data, extracts insights, and routes work on your behalf. It can also kick off activity directly from Microsoft Outlook by analyzing an email and recommending a workflow with pre-filled details, so users can move work forward without switching screens.

Ridgeline Agents

Ridgeline Intelligence also includes the company’s suite of purpose-built agents that tackle repetitive, labor-intensive work such as reconciliation and pre- and post-trade compliance. The new Reconciliation Agent automates the last mile of daily reconciliation by analyzing outstanding transaction breaks and recommending resolution actions. Instead of working through breaks one by one, operations teams can review and approve a batch in one click, alongside supporting context, rationale, and a full audit trail. 

Customers like Clarkston Capital Partners are seeing 25-40% reduction on reconciliation workloads. “The enhanced AI experience has doubled my efficiency, allowing me to complete workflows faster with everything I need in one streamlined view,” said Clark Underwood, Trader at Clarkston.

Ridgeline Assistant

Ridgeline Assistant helps teams get answers, run reports, identify trends, and prepare for meetings from anywhere in the platform using natural language. Assistant has been used over 3,000 times in the last 5 months to accelerate customer operations. Adam Oreglia from Saratoga Research & Investment Management said, “Ridgeline’s rapid advancement in AI is unparalleled in our industry.”

The announcement also reinforces how Ridgeline is connecting intelligence to execution through Ridgeline Intelligent Outcomes. This managed services offering allows firms to delegate key operations to Ridgeline, which executes work through a combination of agents and human oversight, delivering customers their desired outcomes. Available workstreams include reconciliation, cash management, and trade support, allowing firms to increase capacity for strategic work without giving up visibility or control over operations.

These latest advancements are governed by Ridgeline’s strict responsibility framework. Because AI is built natively into the platform, firms maintain control at every step with features like admin permissions, human review and approvals, full audit history, transparent identification of AI-generated responses, and zero data retention for model training.

Since the introduction of its industry-leading AI program in early 2024, Ridgeline’s responsible approach to AI has been grounded in integrity, transparency, and respect for data, which has provided firms with a practical path to adopting AI they can trust.

“AI is only as useful as the data it runs on,” said Dave Blair, CEO of Ridgeline. “Ridgeline Intelligence brings data, workflows, and operations together in one secure platform. This isn’t incremental; it’s a complete shift for how modern firms operate.”

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About Ridgeline

Ridgeline is the AI-native platform for modern investment managers that want a trusted partner to pursue their next big idea. Founded by visionary entrepreneur Dave Duffield, co-founder of PeopleSoft and Workday, Ridgeline was built to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data model and embedded AI, Ridgeline eliminates operational complexity across the front-, middle- and back-office, giving firms a trusted foundation to move faster, adapt to change, and deliver exceptional client experiences – no matter where they go next.Ridgeline is headquartered in the Lake Tahoe area, with offices in New York, Reno, the Bay Area, and Dublin, Ireland, and is recognized by Forbes as a Best Startup Employer, by Global Financial Market Review for Best Use of AI in Finance, and by The Software Report as a Top 100 Software Company. For more information, visit ridgeline.ai.

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Media contact: Christine Switzer, Director, Marketing Content & Programs