The problem
Asset and wealth managers stitch together six to nine aging systems, so data breaks and ops work piles up
What they do
One cloud platform running trading, accounting, compliance and reporting for investment managers
Traction $760B+ client AUM committed to the platform, up ~50% in a year
Hiring trend
- Open roles
- 23
- Ops roles
- 2
- Headcount
- ~600-720
Headcount ~429 → ~560 Q1 2025 to Q1 2026 (Revelio, +30%); ~720 on LinkedIn (+26% YoY)
Hiring in
- Reno
- San Ramon
- New York
- Remote (US)
Latest news
Oct 2026
Base Camp conference: new AI agent workflows, ISO 42001 AI certification, $760B+ committed AUM ↗Glassdoor
4.1 ★ 150 reviews ↗Funding
- Last round
- $250M
- Stage
- Series E
- Date
- Sep 2026
Led by Dave Duffield (founder and chairman); Motley Fool Ventures and Positive Sum participated
- Hiring+1.523 open roles on the live job board (10–29 roles = +1.5)
- Funding recency+2Series E · $250M, Sep 2026 (1 month ago): 6 months or less = +1.5, $100M+ round +0.5
- Traction—$760B+ client AUM committed to the platform, up ~50% in a year
- Red flags—None on file
- Total4.5Stored score → Race (4.25–4.74)
Hiring and funding from the stored fields add up to +3.5. The stored score of 4.5 includes a judgment call the fields don't capture (often a boundary month or a round we don't count), so traction and red-flag points can't be split out exactly.
Distance (Half) is a separate read on how long the lead can last. It doesn't change the score.
Distance
Half · edge: hard to leave
The cloud-native challenger replacing legacy front-to-back stacks, with real proof (Wasatch, Sands Capital and Motley Fool live; committed AUM up ~50%) and a system-of-record that is hard to leave; still far smaller than SS&C, Clearwater and Aladdin, and funded mostly by one founder.
Sources: GlobeNewswire: Ridgeline raises $250M Series E at $1.425B (Sep 2026) ↗ · GlobeNewswire: Base Camp 2026, $760B+ committed AUM (Oct 2026) ↗ · Revelio Labs: Ridgeline headcount 2023–2026 ↗
Last checked Oct 25, 2026