Ridgeline

Innovation at Elevation wasn’t just a highlight of Base Camp 2024—it was proof that collaboration, innovation, and a world-class team can deliver transformative results in just 48 hours. Our Product & Platform teams worked side-by-side with current and future customers to identify challenges, brainstorm projects, and build solutions that will shape the future of investment management. More than an exercise in creativity, this event was about transforming ideas into real solutions faster and differently than any other partner. While most other providers take months or years to release updates that require complex, time-consuming upgrades, Ridgeline delivers continuous improvements in weeks or even days, without any disruptive upgrades. We don’t just respond to industry shifts—we lead them, pushing the boundaries of what's possible. With AI now an integral part of our platform, we’re making strides in transforming investment management, enhancing our customer’s ability to operate in real time, and unlocking new potential. Thank you to everyone who made Innovation at Elevation a success. Together, through partnership and cutting-edge technology, we’re building the future.

Last week, Ridgeline had the privilege of hosting over 200 customers, partners, and thought leaders across the investment management industry at our annual Base Camp conference. It was an unforgettable few days of driving change and pushing the boundaries of what's possible for the industry - with some fun mixed in! Check out some favorite moments here, and, if you couldn't make it to Tahoe this year, we will be taking Base Camp on the road to select cities - stay tuned for details.

“Ridgeline allows us to have an integrated platform to help us best support our clients and growth. It’s just very exciting.” - Kennedy Capital Management Chief Strategy Officer Niraj Shah Kennedy prided themselves on always using the best technology, but according to Chief Operating Officer Patrick Wolcott, the aging systems they relied on didn’t always work well together. This story is all too common in investment management: 🔄 Constantly moving between systems just to get a full picture of your data. 📉 Losing basis points because of latency between systems that should be in sync. 💻 Building internal software just to duct-tape systems together (on top of your existing tech debt). 💸 Paying out of pocket for upgrades that do little to address the core problem AND take you out of commission for days. 🛠️ Becoming part-time IT specialists just to keep the servers running smoothly. ⏱️ Spending constant time building macros and data pipelines moving files from one system to another. Kennedy Capital was done playing games, made the move, and hasn’t looked back.  “We’re more efficient,” said Wolcott. “Now we have one vendor, one system, and one data feed.” When your tech finally supports your vision, your team stops chasing information and starts making decisions that drive results. Just ask Kennedy Capital. They and many others can attest to how transformative a single system can be. Our customers sunset an average of 9 systems (and lots of cumbersome integrations) when moving to Ridgeline. Learn more about how Ridgeline can shape the future of your firm. Request a demo today. #AssetManagement #InvestmentManagement #Fintech

"Is it worth it?" "How soon will we start seeing value?" All of Ridgeline's customers have similar questions while evaluating the choice to transition to our single, real-time cloud platform. For customers like Saratoga Research & Investment Management, the answers are crystal clear on the first day. Request a demo for your firm today: https://lnkd.in/g5fw_Jkw

🎬 Check out Ridgeline CTO Jon Ruggiero on this morning's "Daily Download" for FINTECH.TV. Jon breaks down the industry tech trends he's watching and explains how Ridgeline's AI-enabled, real-time cloud technology is "setting the standard for a modern investment management platform." Want to hear more about what Ridgeline is doing? Sign up for this Friday's 30-minute Meet Ridgeline webinar here: https://lnkd.in/dGqCJ5qH

In today's blog, our CEO Dave Blair shares the story of what brought him to Ridgeline after a 28-year career in the investment management tech space. See why he believes Ridgeline's single, real-time platform with the same data everywhere is the answer to the industry's legacy technology woes and what the future of investment management looks like. #assetmanagement #investmentmanagement #fintech

Congratulations to Ridgeline's 2024 Core Values award winners! 🎖 These employees were voted by their peers as best embodying one of the 6 values that Ridgeline holds in highest regard: Customer Service, Innovation, Integrity, Employees, Fun, and Profitability. Cheers to: Andrea Gonzalez-Del-Valle, Matt Cuento, Stephen Ensey, Vivian C., Hayden H., Rob Cornell, CFA Lauren Peaty, SHRM, CP, Jake Shimota, Raul Zablah You make us proud and we're fortunate to work alongside you! 👏

It's back to school season! Ridgeline employees had the pleasure of packaging up kits with donated school supplies for a local Title 1 school. The heartfelt thank you notes that the kids sent back meant the world to us. Wishing everyone a great school year ahead. 📚 ✏

🗓 Join us for tomorrow's webinar where you'll hear from Niraj Shah, the Chief Strategy Officer of Kennedy Capital Management, the most recent investment management firm to be running on Ridgeline. In conversation with Ridgeline's Lauren Manchester, you'll hear how Raj and the Kennedy team: 💡 Prioritized growth over standing still 💡 Replaced disparate "best of breed" systems with Ridgeline's single, real-time platform 💡 Have seen significant value immediately after unifying their team and data on Ridgeline If you've been curious about how Ridgeline can impact a firm like yours, RSVP now to hear directly from one of your peers.

🗓 Spend 30 minutes with us next Thurs 8.29 to hear from Ridgeline customer Niraj Shah, Chief Strategy Officer at Kennedy Capital Management, in conversation with Ridgeline's Lauren Manchester. You'll hear how Kennedy knew it was the right time for their 44-year-old firm to make the switch to Ridgeline's modern tech and the value they're experiencing, including: ✅ Trading "Stitched Together" for "Seamless": The immediate benefits of switching from their former 'best of breed' disparate systems to one single, real-time platform. ✅ Collaborative Operations: The potential unlocked with an empowered team all using the one intuitive system with the same data. ✅ Future-Ready Investment Management: The opportunities the team has been able to take advantage and how they've de-risked operations with superior technology.