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News
Ridgeline Raises $250M Series E, Valuing AI-Native Fintech at $1.425 Billion
Dave Duffield, founder of Ridgeline, PeopleSoft, and Workday, leads the raise, with customers including Motley Fool Ventures joining the round.
Press Release
Ridgeline Raises $250M Series E, Valuing AI-Native Fintech at $1.425 Billion
Dave Duffield, founder of Ridgeline, PeopleSoft, and Workday, leads the raise, with customers including Motley Fool Ventures joining the round.
Press Release
Cabot Wealth Management Becomes First Customer to Leverage Ridgeline Intelligent Outcomes
Massachusetts-based firm goes live on Ridgeline’s innovative AI-powered managed services model.
Cabot Wealth Management Becomes First Customer to Leverage Ridgeline Intelligent Outcomes
Massachusetts-based firm goes live on Ridgeline’s innovative AI-powered managed services model.
Press Release
Wasatch Global Investors Goes Live on Ridgeline, Modernizing Operations on the Unified, AI-Native Platform
The $23B asset manager adopts Ridgeline to simplify operations, consolidate workflows, and “redirect toward higher-value work.”
Wasatch Global Investors Goes Live on Ridgeline, Modernizing Operations on the Unified, AI-Native Platform
The $23B asset manager adopts Ridgeline to simplify operations, consolidate workflows, and “redirect toward higher-value work.”
Articles
November 18, 2025
Winslow Capital Goes Live on Ridgeline, Scaling a $30 Billion AUM Business on a Single Platform
Minneapolis-based firm selects Ridgeline for its unified, real‑time data and “ability to deliver on its commitments."
November 18, 2025
Winslow Capital Goes Live on Ridgeline, Scaling a $30 Billion AUM Business on a Single Platform
Minneapolis-based firm selects Ridgeline for its unified, real‑time data and “ability to deliver on its commitments."
November 5, 2025
Westwood Holdings Group Goes Live on Ridgeline, Advancing Complex Asset Class Support on the Single, AI‑Embedded Platform
Dallas, Texas-based firm says Ridgeline "enables us to scale with confidence and deliver even greater value to our clients."
November 5, 2025
Westwood Holdings Group Goes Live on Ridgeline, Advancing Complex Asset Class Support on the Single, AI‑Embedded Platform
Dallas, Texas-based firm says Ridgeline "enables us to scale with confidence and deliver even greater value to our clients."
September 9, 2025
Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains
September 9, 2025
Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains
August 8, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”
August 8, 2025
Motley Fool Asset Management Switches to Ridgeline to Enable Future Growth
After years of trying to find a modern technology platform to support their ambitions, “Ridgeline was the one that fit where we were headed.”
July 9, 2025
NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline
After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”
July 9, 2025
NewSouth Capital Management is Most Recent Firm to Modernize with Ridgeline
After four decades on previous systems, the investment manager was won over by Ridgeline’s “exciting, best-in-class technology.”
June 11, 2025
Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth
Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”
June 11, 2025
Congress Asset Management Goes Live on Ridgeline, Adopting the Cloud-Native Platform to Support Future Growth
Boston-based $23B firm selects Ridgeline to modernize investment and trade lifecycle, says ”the value we’re seeing is immeasurable.”
