Ridgeline

Ridgeline is an AI-native investment management platform that unifies the front, middle and back office - trading, portfolio accounting, compliance, reconciliation, reporting and client engagement - on a single cloud-native data model for asset managers, wealth managers and RIAs. Founded by PeopleSoft and Workday founder Dave Duffield, the company reports more than $750 billion in assets committed to its platform, which consolidates an average of six to nine legacy systems per firm. Ridgeline is headquartered in Incline Village, Nevada, with teams in New York, the Bay Area, Reno and Dublin.

  • Series C+
  • AI/ML
  • Enterprise Software
  • Investment Management
  • Wealth Management
  • Financial Services

1

Round

1

Industry

5

Tags

Sep 16, 2026

Latest raise

Funding activity · 1 round

Raise timeline

  1. Sep 16, 2026

    $250M

    Series C+

    Led by Dave Duffield

    • Motley Fool Ventures
    • Smead Capital Management
    • Dave Duffield
    • Patrick O'Shaughnessy

    Article coming soon.

Pricing

Research Ridgeline — then scale the playbook

Public hubs orient you on the raise. Paid plans unlock live AI adoption signals across your market.

Enterprise

Custom pricing for unlimited scale. Let's talk.

Contact sales

Growth plan

For individuals and small teams getting started with AI buyer intelligence.

$149

/month

Features

  • Access to core AI adoption signals
  • 3–5 curated slices per week
  • 30–60 companies / week
  • AI Adoption Score
  • Deal-ready insights (why + pitch angle)
  • Basic filters (recency, slice, score)
  • CSV export
Most popular

Pro plan

For outbound teams and agencies that need more coverage and faster signal cadence.

$249

/month

Features

  • Everything in Growth, plus:
  • Full access to all slices
  • 60–120 companies / week
  • Higher-frequency signal updates
  • Priority / early signals (before Growth)
  • Advanced filters (industry, size, use case)
  • Deeper company insights
  • Faster export + bulk workflows

Act on this raise

See if Ridgeline is moving on AI

Funding is the starting point. VeilStrat shows whether capital is showing up as hiring, tools, and web activity you can sell into.

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