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RidgelineUnicorn · $1–2B
Ridgeline offers an AI-native cloud platform built specifically for the investment management industry to unify data, workflows, and analytics. The company is headquartered in Lake Tahoe, with additional office locations in New York and Dublin, Ireland. Its technology aims to streamline operations and provide embedded intelligence for financial professionals.
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Ridgeline at a glance
Ridgeline is a fintech company headquartered in United States. Its most recent funding round, Series E, raised $250M in September 2026. Xcout tracks 18 named people at Ridgeline, including Dave Blair (Chief Executive Officer). Xcout recorded 70 job postings from Ridgeline in the last 90 days.
Ridgeline leadership
- Dave BlairChief Executive Officer
- Jack LynchChief Strategy Officer
- Jeremy HittleChief Security Officer
- Dave DuffieldFounder and Chairman
- David DuffieldFounder
- Bridget BarrotSVP of Customer Experience
12 more named people on record for Ridgeline, with roles, board committees and tenure — see the full roster →
Ridgeline funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series E | $250M | 2 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at Ridgeline
Xcout recorded 70 job postings from Ridgeline in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Ridgeline's hiring signals →
Hiring vs the trend
Based on 42 job postings in the last 8 weeks (24 Aug – 18 Oct 2026), compared with 164 scale-up financial services companies.
This describes a hiring pattern — how often Ridgeline’s job postings ask for AI skills, and how that changed against the previous 8 weeks, ranked among its peers. It says nothing about the company’s products or performance.
Signed-in members see the AI-skill share and its change with peer percentiles, role mix, posting momentum and advertised US pay against the market.
Ridgeline competitors
A few of Ridgeline's closest competitors — see the full list of competitors and alternatives →
Clearwater Analytics Holdings, Inc. offers a cloud-based (Software-as-a-Service) platform engineered to automate and centralize the entire lifecycle of investment data. This encompasses aggregation, reconciliation, comprehensive accounting, and detailed reporting capabilities for a diverse clientele, including insurers, asset managers, corporations, institutional investors, and government entities. Their robust suite of solutions spans critical areas such as investment accounting and reporting, performance measurement, continuous compliance monitoring, and sophisticated risk analytics. A core offering, Clearwater Prism, grants users self-service access to consolidated data feeds originating from various systems—both Clearwater's proprietary platforms and those of external third-party vendors—covering accounting, compliance, performance, and risk domains. It also facilitates highly adaptable reporting functionalities for different stakeholders. Established in 2021, the company's headquarters are located in Boise, Idaho.
Addepar, Inc. is a global data and artificial intelligence software company founded in 2009 that serves the financial services ecosystem. The company provides investment management technology platforms that aggregate, analyze, and manage portfolio data for wealth advisors and institutional clients.
TIFIN builds financial technology platforms powered by artificial intelligence and personalization for the wealth management, asset management, and insurance sectors. The company offers AI-driven solutions focused on agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science to serve financial advisors, asset managers, and insurance providers.
Siepe is a financial technology company that provides cloud-based software and managed technology services to alternative investment firms, including hedge funds and private equity managers. Its platform supports functions such as portfolio and fund accounting, data management, reporting, and operational workflows.
NextFolio provides data-driven active investment strategies and portfolios that utilize machine learning and real-time fund holdings analysis to identify high-conviction stock picks from institutional fund managers. The company serves banks, registered investment advisors (RIAs), broker-dealers, institutions, and family offices by offering cost-effective, scalable investment solutions.
Nevis Wealth Technology Ltd, operating as Nevis, is a financial technology company registered in England and Wales with its office in London. It provides a unified artificial intelligence platform built to help wealth management firms automate operational workflows end-to-end.
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More on Ridgeline in Xcout Intel
- 18 named people with titles, LinkedIn and board committees
- 1 funding round with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access