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Ridgeline
AI-native investment management platform: unified front-to-back system spanning portfolio, trading, compliance, and accounting.
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About
Ridgeline builds investment management software for asset managers, wealth managers, RIAs, and family offices. One platform covers portfolio management, trading, compliance, reconciliation, accounting, and reporting, with AI embedded across the workflow.
Customers include Saratoga Research & Investment Management, Seizert Capital Partners, Cornerstone Investment Partners, and Argent Capital Management. Founded by Dave Duffield.
Headquartered in Incline Village, Nevada, with offices in Reno and New York.