Ridgeline
Financial Services
Ridgeline provides a cloud-based, front-to-back system of record for investment managers, unifying client engagement, portfolio management, trading, compliance, reconciliation, accounting, reporting, and AI capabilities on a single platform. Founded by Dave Duffield (co-founder of PeopleSoft and Workday), the company serves asset managers and wealth management firms.
- Ridgeline platform (front-to-back investment management system of record)
- Ridgeline Intelligence (AI agents and workflows)
- Client Engagement
- Portfolio Management
- Trading
- Compliance
- Reconciliation
- Accounting
- Reporting
- Revenue Management
Recently from Ridgeline
Straight from the company's own channels.
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From the blog
Company blog4 weeks agoCustomer Q&A: How Wasatch Is Rethinking How Work Gets Done With RidgelineWasatch COO Hollie Strasburg and Director of Technology Jed Williams share why they left 30 years of legacy technology behind, and what they're building toward with Ridgeline.Read post
Company blog4 weeks agoAre You Prepared for the Advisor Mass Exodus?With veteran advisors retiring in waves and next-generation talent increasingly difficult to recruit and retain, discover how your firm can win the war for talent.Read post
Company blog1 month agoRidgeline Intelligence Puts Your Firm’s Data to Work With AIResponsibly bring AI directly into the decisions and processes investment managers rely on every day.Read post
Open roles at Ridgeline
2 matching roles
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Remote eligibility: United States
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- Computer Occupations
- Customer Experience
Posted yesterday
Source: Greenhouse
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San Ramon, California, United States +1 more
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- Janitors and Cleaners, Except Maids and Housekeeping Cleaners
- Customer Experience
Posted 2 weeks ago
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