Ridgeline, the cloud-native investment management platform founded by software visionary David A. Duffield, has been honoured with the Best Use of AI in Finance USA 2025 award by Global Financial Market Review. This top accolade recognises Ridgeline’s exceptional use of AI to unite front, middle and back‑office workflows and empower firms with operational efficiency.
Established in 2017, Ridgeline was built to solve the fragmented tech ecosystem of investment firms. Today its platform consolidates CRM, trading, compliance, accounting and reporting within a single source of real-time data, enabling firms to replace up to nine legacy systems with one unified solution.
In March 2025, Ridgeline rolled out its first‑of‑a‑kind AI agent framework, introducing digital coworkers built to automate repetitive tasks such as client management and trade compliance. The platform allows investment professionals to focus on higher-value activities with confidence in security and governance controls.
“Ridgeline has set a benchmark for how AI should be used in finance—securely, responsibly, and with real impact for end users,” said Brett Hurll, Executive Editor at GFM Review. “They’ve advanced AI in a way that meets real client needs while setting industry-leading governance standards.”
Co‑founder David Duffield, famed for creating PeopleSoft and Workday, now leads Ridgeline as Founder and Chairman. The firm employs over 400 staff and maintains offices in Incline Village (Lake Tahoe), Reno, New York and San Ramon, CA.
Ridgeline is trusted by investment firms across the U.S., including recent customers such as Saratoga Research & Investment Management and Congress Asset Management, who cite seamless implementation and significant gains in efficiency post-deployment.
About Ridgeline
Ridgeline is the industry cloud platform purpose‑built for investment management firms. Founded by David A. Duffield (co‑founder of PeopleSoft and Workday) in 2017, it unifies portfolio management, trading, accounting, compliance and client engagement into one real‑time platform. With over 400 employees and offices in Incline Village, Reno, New York and San Ramon, CA, Ridgeline delivers secure, AI‑enabled automation and continuous innovation to support operational excellence in financial services.
About Global Financial Market Review (GFM Review)
Global Financial Market Review (GFM Review) is a leading online publication covering financial markets, banking, fintech and investment trends. Its annual Awards programme recognises firms that demonstrate excellence across innovation, governance, customer service and sustainability. The Best Use of AI in Finance USA award celebrates organisations revolutionising finance through practical, ethical and impactful AI applications.