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Meet a few of Ridgeline’s Customers

Ridgeline is the technology of choice for leading investment management innovators who share our vision for a better future for the entire industry.

Learn how we help our customers solve real challenges

Location:
Philadelphia, Pennsylvania
Founded:
2001
AUM:
$1.5B

Tower Bridge Advisors

Philadelphia wealth firm says, “We were looking for something revolutionary and that's why we chose Ridgeline.”

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Location:
Beverly, Massachusetts
Founded:
1983
AUM:
$1.2B

Cabot Wealth Management

Massachusetts wealth firm says, “Ridgeline Intelligent Outcomes has been a huge advantage for us.”

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Two men working at a desk with computer monitors in an office overlooking a bridge and water.
Location:
Boston, MA
Founded:
1985
AUM:
$23B

Congress Asset Management

The $23B firm selected Ridgeline to modernize its investment and trade lifecycle: “The value we’re seeing is immeasurable.”

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Clarkston logo over Ridgeline's Incline Village office
Location:
Rochester, MI
Founded:
2004
AUM:
$6.8B

Clarkston Capital Partners

Michigan-based wealth and asset manager says of Ridgeline’s single platform, “there’s nothing better.”

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Man in blue shirt sitting at a table with hands clasped indoors.
Location:
Incline Village, NV
Founded:
2017
AUM:

Life on Ridgeline

Hear from forward-thinking investment management firms who’ve made the switch to Ridgeline and discovered a simpler, smarter way to work.

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Man with glasses
Location:
St. Louis, MO
Founded:
1980
AUM:
$4.8B

Kennedy Capital Management

Team at 44-year-old firm calls the single, real-time platform the “optimal system we’ve been looking for.”

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Smiling man in blue and white checkered shirt standing indoors with wooden ceiling beams overhead.
Location:
Saratoga, CA
Founded:
1995
AUM:
$2.8B

Saratoga Research and Investment Management

Bay Area asset and wealth management firm says the single, real-time platform exceeded expectations: “We couldn’t have designed it better ourselves.”

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Group of people in Ridgeline T-shirts holding drink glasses, posing under Geneva sign indoors.
Location:
Milwaukee, WI
Founded:
1987
AUM:
$5.5B

Geneva Capital Management

Milwaukee firm says it’s been “so far, so great” since transitioning to Ridgeline after almost 40 years with previous tech.

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Reynders
Location:
Boston, MA
Founded:
2005
AUM:
$3.2B

Reynders, McVeigh Capital Management

The Boston asset management firm calls Ridgeline “an awakening” that will give them a competitive advantage.

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Smead Capital Management
Location:
Phoenix, AZ
Founded:
2007
AUM:
$6B

Smead Capital Management

Ridgeline helps this multi-generational firm remain nimble while staying a step ahead.

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Argent Capital Management and Ridgeline
Location:
St. Louis, MO
Founded:
1998
AUM:
$3.1B

Argent Capital Management

After 20 years, Argent Capital Management finds the solution they’ve been waiting for in Ridgeline.

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Coworkers working at desk together
Location:
Atlanta, GA
Founded:
2001
AUM:

Cornerstone Investment Partners

The Atlanta-based firm says moving to Ridgeline’s front-to-back platform ‘solves a lot of issues for us’.

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Seizert Capital Partners
Location:
Birmingham, MI
Founded:
2000
AUM:

Seizert Capital Partners

Moving to Ridgeline’s unified system has been a welcome change that “will take us into the future.”

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Man with beard and vest
Location:
Reno, NV
Founded:
1987
AUM:

Navellier & Associates

The transition to Ridgeline after decades of legacy tech has been a “game-changer — completely.”

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Dave Duffield
quote icon

Core values are the beliefs that are most important to Ridgeline. They serve as our moral compass and the basis for our decisions and actions, making us a better place to work, a more desirable partner, and a committed supporter of our communities.

Dave Duffield, Founder and Chairman

Ready to See For Yourself?

Contact our team today for a demo, to answer any questions, and to learn more about how one unified platform can revolutionize how your firm operates.

See a Demo
The Ridgeline Platform

Ridgeline in the News

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September 16, 2026

Executive

Bloomberg: Workday Billionaire Duffield Mints His Third Billion-Dollar Firm Ridgeline

Ridgeline, founded by Dave Duffield, raises $250M in a series E at a $1.425B valuation.

Learn more
All

September 16, 2026

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.

Learn more
All

September 1, 2026

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.

Learn more
See all news
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