Ridgeline
Ridgeline offers a single cloud platform that covers portfolio management, trading, compliance, reconciliation, accounting, reporting and client engagement. It has embedded AI agents that automate workflows across the investment lifecycle. Its customers are investment management firms, such as Winslow Capital, which went live on it for a $30B AUM business. It was founded in 2017–2018 by Workday and PeopleSoft co-founder Dave Duffield, is privately held and is listed as Series E on Crunchbase. Third-party sites estimate revenue at about $104M in 2024 (an unverified estimate). In March 2026 the company moved its domain to Ridgeline.ai as part of an AI-native repositioning.
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