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Mar 16, 2026 12:00 PM

UPDATE – Ridgeline Surpasses $650B in Committed AUM as Investment Managers Embrace the AI-Native Platform

INCLINE VILLAGE, Nev. and DUBLIN, March 16, 2026 (GLOBE NEWSWIRE) -- This press release has been updated to clarify language regarding the platform offering described in the "Category-defining AI Innovation" section.

Ridgeline, the first front-to-back system of record for investment management, today announced a series of milestones that highlight the rapid growth of its AI-embedded platform and intelligent operating model.

Growing Roster of Leading Asset and Wealth Managers

Ridgeline has surpassed $650 billion in assets committed to the platform and actively processes billions in live trades each month across portfolio management and trading workflows. The increase in platform AUM and trading velocity reflects the wave of premier asset and wealth managers that have made the move to Ridgeline from legacy technologies in the past three years.

"The firms pulling ahead are doing more with the same teams," said Dave Blair, CEO of Ridgeline. "They're consolidating onto a single, modern platform where AI is embedded, not bolted on, so they can manage complexity, reduce operational risk, and grow without expanding overhead."

Notable recent customer go-lives include:

Driehaus Capital Management, a $27B Chicago-based firm managing active investment strategies on behalf of institutional investors.

Winslow Capital Management, a $30B growth equity manager in Minneapolis operating across public and private markets.

Yacktman Asset Management, ...