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pc:rid2g

Ridgeline

Vertical SaaS
Ridgeline is an AI-native investment management platform for the financial services industry. Its cloud-native infrastructure unifies trading, portfolio accounting, compliance, reporting, and client servicing through a single data model.

Leadership & Board

Currently, no data available

Latest Estimated Valuation

Estimated Valuation$1B
Estimated Valuation$1B
Total Amount Raised$250M
Total Amount Raised$250M
Total Funding Rounds1
Total Funding Rounds1
Latest Funding Amount$250M
Latest Funding Amount$250M
Latest Funding RoundSeries E
Latest Funding RoundSeries E
Post-Money Valuation$1B
Post-Money Valuation$1B

Main Enterprise Clients

A snapshot of major enterprise customers that use this private company’s products or services, highlighting its commercial reach and market adoption.
1.FRCBFirst Republic Bank
1.FRCBFirst Republic Bank

Funding Round

Funding Date
Funding Round
Amount Raised
Post-Money Valuation
Sep 17, 2026
Series E
$250.00M
$1.43B

Investors

Investor Name
Funding Round
Dave Duffield
Series E
Motley Fool Ventures
Series E
Smead Capital Management
Series E
Patrick O’Shaughnessy
Series E
Other Ridgeline customers and affiliates
Series E

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