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Ridgeline
United States · Fintech · AI · Enterprise software
Cloud software for investment managers that brings trading, portfolio accounting, compliance and client reporting into one system.
One record across the investment firm
Ridgeline connects front-office investment decisions with the accounting and operational records behind them. Portfolio managers, traders and compliance teams work from shared data rather than transferring records between separate applications.
Its AI tools group reconciliation exceptions, assemble the transactions and rules behind compliance alerts, and prepare client information for review. Teams can approve proposed resolutions and build workflows around their own operating processes.
Funding history
1 round · 1 with disclosed amounts| Announced | Round | Amount | Investors |
|---|---|---|---|
| Series E | $250M | Dave Duffield — LeadMotley Fool Ventures — ParticipantPatrick O'Shaughnessy — ParticipantSmead Capital Management — Participant |