Ridgeline
Ridgeline, founded in 2017 by Dave Duffield, is a cloud-native platform headquartered in Incline Village, NV, with additional offices in New York, NY, and Reno, NV. The platform integrates core functions such as portfolio accounting, trade order management, reporting, and compliance, designed to replace multiple legacy systems and ensure consistent, accurate data across all operations.
Founders
Ridgeline was founded by Dave Duffield in 2017. Duffield, a well-known name in the tech industry, set the vision for Ridgeline to revolutionize back-office operations for investment managers. With a focus on cloud-native technologies, Duffield has steered the company towards innovative solutions in portfolio management and trade order management.
Headquarters and Office Locations
Ridgeline is headquartered in Incline Village, NV. In addition to its main office, Ridgeline operates additional offices in New York, NY, and Reno, NV. These strategic locations help Ridgeline stay connected with major financial hubs while supporting operations and client services across the country.
Cloud-Native Technology
Ridgeline's platform is built on Amazon Web Services (AWS), embracing cloud-native technology to provide scalability and reliability. This approach allows Ridgeline to dynamically adjust computing power based on demand, ensuring a robust and responsive user experience. Being cloud-native also enables frequent updates and innovative features without disrupting client operations.
Comprehensive Platform Features
Ridgeline's platform integrates core functions like portfolio accounting, trade order management, reporting, compliance, and more. It consolidates multiple legacy systems into a single solution, ensuring consistent and accurate data across all operations. Key features include a built-in compliance engine, configurable reporting capabilities, real-time notifications, and an intuitive user interface designed for ease of use.
Security and Compliance
Ridgeline places a strong emphasis on security and compliance. The platform includes robust security features, such as SOC 2 Type II certification and continuous monitoring for potential security events. Equipped with a built-in compliance engine, the platform supports proactive risk reduction at various levels, including firm, account, and regulatory levels. The compliance rule builder allows for the creation and management of custom compliance rules, ensuring adherence to relevant regulations.