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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
April 30, 2025
Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform
Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”
April 30, 2025
Clarkston Capital Partners Goes Live on Ridgeline, Transforming Operations with the Modern Investment Management Platform
Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”
March 11, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation
AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work
March 11, 2025
Ridgeline Launches First-of-Their-Kind AI Agents for Investment Management, Transforming Operations through Intelligent Automation
AI agent framework will revolutionize operations for firms by eliminating repetitive tasks and recapturing significant time for higher-value work
December 20, 2024
Asset and wealth manager Saratoga uses AI to accelerate Ridgeline rollout
WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.
December 20, 2024
Asset and wealth manager Saratoga uses AI to accelerate Ridgeline rollout
WatersTech's Max Bowie on how Ridgeline's AI helps clients summarize research, client interactions, report generation, as well as interact with the platform.
November 4, 2024
Ridgeline Launches Mobile Experience for its Investment Management Platform
Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.
November 4, 2024
Ridgeline Launches Mobile Experience for its Investment Management Platform
Ridgeline customers can now use their phone for key actions including dashboard review, task management, and client meeting preparation.
October 7, 2024
Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO
Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.
October 7, 2024
Bloomberg: Workday Billionaire Dave Duffield 'Bored Silly' of Retirement Chases Third IPO
Dave Duffield hopes to complete an IPO hat trick with Ridgeline, which aims to replicate his success in HR software for the financial services industry.
September 10, 2024
FinTech.TV: Integrating Gen AI into Ridgeline and Tech Trends to Watch with CTO Jon Ruggiero
FinTech.TV interviews Ridgeline CTO Jon Ruggiero on AI and what tech trends he's watching.
September 10, 2024
FinTech.TV: Integrating Gen AI into Ridgeline and Tech Trends to Watch with CTO Jon Ruggiero
FinTech.TV interviews Ridgeline CTO Jon Ruggiero on AI and what tech trends he's watching.
