Ridgeline

Ridgeline Founder and Chairman Dave Duffield and his wife, Cheryl, are named to the TIME 100 Philanthropy list, recognizing the 100 most influential people shaping the future of giving at a pivotal moment. Thank you, Dave, for always leading by example. You make us proud! Please see the full write up, linked in comments.

Ridgeline is pleased to announce that New York-based Third Avenue Management is the latest firm to go live on our platform. Ridgeline CEO Dave Blair says, “The investment management industry has accepted operational drag as the cost of doing business for over thirty years. Firms like Third Avenue are calling that bluff and leading into the future.” In the NYC area? Please join us at Ridgeline's NY Summit to hear directly from Third Ave.'s Head of Trading and Operations Michael Warlan, CFA, CAIA. He'll be joining us to talk about what inspired their move to Ridgeline, what "real-time visibility" means for his firm's future, and how tight collaboration enabled the implementation to come in substantially under budget. Please save your spot at tomorrow's event at the link in comments.

Operational leadership in asset management is shifting fast, and COOs are right at the center of it. 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://hubs.ly/Q04f_zL_0 In a recent Asset Ops discussion with leaders from Ridgeline, Pzena Investment Management, and Marshfield Associates, one theme stood out: balancing transformation with operational stability is now the core challenge. COOs aren’t just driving change—they’re also responsible for making sure nothing breaks while they do it. That means aligning teams early, building trust, and acting as the connective tissue across investment, tech, compliance, and operations. Technology is accelerating the shift toward more modern, unified operating models, but success still comes down to people, alignment, and execution—not just systems. Big takeaway: transformation in asset management only works when change is introduced with clarity and brought through the organization with trust. Evan Fire | Jarron H. Smith | Lauren Manchester | Ana Luiza Olanescu #AssetOps #AssetManagement #Ridgeline

Operational leadership in asset management is shifting fast, and COOs are right at the center of it. 𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://hubs.ly/Q04f_JTY0 In a recent Asset Ops discussion with leaders from Ridgeline, Pzena Investment Management, and Marshfield Associates, one theme stood out: balancing transformation with operational stability is now the core challenge. COOs aren’t just driving change—they’re also responsible for making sure nothing breaks while they do it. That means aligning teams early, building trust, and acting as the connective tissue across investment, tech, compliance, and operations. Technology is accelerating the shift toward more modern, unified operating models, but success still comes down to people, alignment, and execution—not just systems. Big takeaway: transformation in asset management only works when change is introduced with clarity and brought through the organization with trust. Evan Fire | Jarron H. Smith | Lauren Manchester | Ana Luiza Olanescu #AssetOps #AssetManagement #Ridgeline

"Ridgeline's going to help us get to the next level." 🗓️ Join us tomorrow 5/8 for a candid 30-minute conversation with Driehaus Capital Management LLC's Bob Kurinsky (COO, CFO) and Michael Branchick, PMP (Dir. of IT Business Processes) about their move to Ridgeline. Hear from two key leaders at this $26B AUM Chicago-based firm about: 1️⃣ Why "Ridgeline's honesty was a breath of fresh air" compared to other vendors 2️⃣ How one platform supports their "little bit of everything" complex global footprint and multi-asset workflows 3️⃣ How the "second to none commitment from the Ridgeline team" made for a smooth implementation and a change that was "absolutely worth it" Please save your spot at the link in comments

We had an awesome time at AssetOps Toronto 🇨🇦 speaking with operations and technology leaders at firms across Canada. Nearly every conversation touched on the same pressures: AI, T+1, and rising expectations from clients and regulators. Ridgeline's Alex Hunter pulled those insights into our latest blog, where he explores how AI is reshaping hiring, operations, and investment decision-making for Canadian firms. Link to the full article in the comments.

Chicago, we’re bringing the Summit to you! We’re excited to kick off our Spring Summit series, where we’re bringing together communities of forward-thinking leaders to discuss the future of investment management. The first stop: Cindy’s Rooftop in Chicago on Thursday, May 7. Ready for an afternoon of deep-dive sessions, product roadmaps, and networking with peers who are redefining what’s possible in the industry? Secure your spot today. Link to register in the comments.

“Launching a new information layer across the entire platform in just 30 days is a proof point of how quickly we can deliver innovation as an AI-native organization.” Dave Blair, CEO of Ridgeline. Today, Ridgeline is pleased to introduce Ridgeline Market Intelligence, a new capability that seamlessly embeds AI-powered, real-time news around core workflows throughout the platform. This latest step in Ridgeline's AI-driven innovation will help customers reduce friction and accelerate decision making. The development cycle was rapid and collaborative, with a nimble, focused team using AI tools to push the feature live in only one month. Ridgeline Market Intelligence is now available to all Ridgeline customers. Please see the full announcement in the comments.

"What everyone's doing first is slaying the dragon that is fragmented data." - Chief Strategy Officer Jack Lynch joined Schwab Network yesterday to talk about how AI mandates are driving an unprecedented number of wealth and asset managers to overhaul their software right now. Watch the full clip linked in comments, and reach out if your firm is looking for support with its AI strategy.