As of 7 Nov 2026, Ridgeline has raised $250M across 1 verified round on record; latest: $250 million Series E led by Dave Duffield, announced 16 Sep 2026.
An artificial intelligence-native investment management platform
ridgeline.aiIncline Village, NevadaFintechFounded 2017Over 400 employees
23 sources · checked 1 time, last 24d ago
Sources agree. The Incline Village location is the release dateline, not a stated headquarters.
| Round | Amount | Announced | Lead | Buzz |
|---|---|---|---|---|
| Series E | $250M at $1.425 billion valuation | 2026-09-16 | Dave Duffield | No recent discussion |
23 sources · checked 1 time, last 24d ago [ VERIFIED ] read against 4 of 23 sources Sources agree. The Incline Village location is the release dateline, not a stated headquarters. | ||||
Ridgeline builds a cloud-native, front-to-back investment-management platform with embedded AI for asset managers, wealth managers, and other investment-management firms.
Ridgeline is targeting investment managers' fragmented legacy stack with a single real-time data model that unifies trading, portfolio accounting, compliance, reporting, client servicing, and embedded AI, and it says more than $750 billion in AUM/AUA is committed to the platform. Its $250 million Series E, led by founder Dave Duffield, is intended to extend the AI capabilities, expand managed services, enter Canada and Europe, and accelerate product innovation as customers seek to grow without adding the same level of operational cost and headcount.
Checked against 10 sources on Sep 24