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Ridgeline

AI-native investment management platform unifying front, middle and back office for asset and wealth managers
Ridgeline is an AI-native, cloud investment management platform for asset and wealth managers. Trading, portfolio accounting, compliance, reporting and client servicing sit on one real-time data model instead of the 6-9 disconnected, often on-premise systems firms typically run. That unified model lets its AI take permissioned, audited actions (preparing client meetings, reconciling accounts, pre- and post-trade compliance) rather than just answering questions, combined with agentic workflows, human oversight and fully managed services. More than $750B in AUM/AUA is committed to the platform, with $1T projected in early 2027. Founded in 2017 by Dave Duffield (founder of PeopleSoft and co-founder of Workday), who is chairman and has invested more than $400M per Bloomberg, it is led by CEO Dave Blair and based in Incline Village, Nevada. In September 2026 it raised a $250M invitation-only Series E led by Duffield at a $1.425B valuation, with customers such as Motley Fool Ventures and Smead Capital associates investing, to extend its AI, broaden managed services and expand into Canada and Europe.
Fintech 📍 Incline Village, NV Founded 2017
Current Valuation
$1.4B
as of 2026-09-16
UNICORN

QL Price

$1.4B
0% vs last round
QuantLogix's current estimate for Ridgeline, published 2026-09-27 — in line with the last disclosed round of $1.4B (2026-09-16).
Confidence
low
Basis
round anchored
What backs this price
Last disclosed round $1.4B 2026-09-16 weight 0.98
How this price has held up
No round has priced for Ridgeline since QuantLogix began publishing a price for it, so there is nothing to grade yet. The claim above is on the record from 2026-09-27 and will be graded against the next priced round. See the full accuracy record →
How to actually get exposure to Ridgeline →
Which publicly-traded funds already hold it, what $10,000 buys, and whether any route is open to you.
Cite this price as QuantLogix QL Price, Ridgeline, 2026-09-27 (d9f7590eb0108bdc). The id pins this exact claim, so a citation stays checkable after the price moves. Model estimate for research — not a quote, target price, or investment advice.

IPO Outlookprivate

Is Ridgeline going public?
No. Ridgeline is private and has not filed to go public. There is no S-1 on file.
What is Ridgeline's valuation in 2026?
Ridgeline is valued at $1.4B as of 09/16/2026, set by its Series E ($250M, Sep 2026). That is the last confirmed mark, not a live price — private shares do not trade continuously.
Has Ridgeline filed an S-1?
No public S-1 is on file for Ridgeline.
Who are Ridgeline's investors?
Ridgeline's investors include Dave Duffield, Motley Fool Ventures, Patrick O'Shaughnessy.
Is Ridgeline publicly traded — can you buy Ridgeline stock?
No. Ridgeline is a private company — its shares are not listed on any exchange and there is no ticker. The routes to exposure are pre-IPO secondary marketplaces and funds (accredited investors), employee tender offers when the company runs one, and public companies with read-through exposure. QuantLogix maps every route it can verify for Ridgeline on its Pre-IPO Access Desk.
How to actually get exposure to Ridgeline →
Answers are derived from the roster record shown on this page — filing status, last round and confirmed marks. Where the record is silent, the answer says so rather than guessing.

Company Profile

CEO
Dave Blair
Founded
2017
HQ
Incline Village, NV
Growth
$750B+ AUM/AUA committed to the platform, projected $1T in early 2027; expanding into Canada and Europe
Last Round
Series E — $250M (Sep 2026) · Lead: Dave Duffield
IPO Status
private

Fundraising Status

Series E · $250M · this month
private1 disclosed rounds

Series E Impact

Round Size
$250M
Primary financing announced
Post-Money Valuation
$1.4B
Company-announced mark
Round / Post-Money
17.5%
New capital ÷ post-money
Step-up compares disclosed post-money valuations. Round / post-money is a financing-size ratio, not an ownership or dilution estimate.

Funding History

RoundAmountDateLead InvestorPost-Money
Series E$250MSep 2026Dave Duffield$1.4B

Talent Signal

Hiring data for Ridgeline has not been collected yet — the monthly talent sweep hasn't reached this company. Check back soon.

Founders & Key People

Dave Duffield

Investors

Dave Duffield · Motley Fool Ventures · Patrick O'Shaughnessy

Products

  • Unified cloud platform: trading/OMS, portfolio accounting, compliance, performance and reporting, client servicing
  • Agentic AI workflows with audit and governance
  • Managed services (outsourced operations on the platform)
FintechWealthTechAIEnterprise SoftwareUnicornRecently Funded
Private-company numbers are not real-time. Reflects publicly disclosed valuations from press releases, news reports, and tender offers as of 2026-09-16. Refreshed quarterly.