Full-Time
Posted on 6/14/2025
Enterprise cloud SaaS for investment management
$195k - $260k/yr
No H1B Sponsorship
San Ramon, CA, USA + 2 more
More locations: Reno, NV, USA | New York, NY, USA
In Person
| , |
Ridgeline provides enterprise cloud software for investment management firms, offered as a subscription SaaS that unifies multiple applications and surfaces data to give actionable insights. The product works by connecting different departments and consolidating financial records and investor reporting in a single cloud-based platform, enabling streamlined operations and better decision-making. A key differentiator is Ridgeline’s focus on turning the back office into a strategic differentiator through cross-department data connectivity, coupled with a values-driven leadership team, a design partnership program that validates product decisions with target customers, and a strong two-office footprint in Lake Tahoe and Manhattan. The company aims to help investment firms operate more efficiently, improve data insights, and deliver better client experiences, while pursuing sustainable, high-growth growth through its subscription-based business model.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Incline Village-Crystal Bay, Nevada
Founded
2018
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Stock option grants
Full medical, dental, & vision benefits
12-week paid parental leave
401K
Unlimited vacation
Dog-friendly
Annual Wellness Reimbursement
Annual Education Reimbursement
Winslow Capital goes live on Ridgeline, scaling a $30 billion AUM business on a single platform. Minneapolis-based firm selects Ridgeline for its unified, real-time data and "ability to deliver on its commitments." INCLINE VILLAGE, NV - November 18, 2025 - Ridgeline today announced that Winslow Capital Management, LLC, a leading growth equity manager with more than $30 billion in assets under management, has successfully gone live on the Ridgeline platform. The Minneapolis-based firm, a subsidiary of Nuveen (the investment arm of TIAA ), serves a global institutional client base, including mutual fund, ETF, and sub-advisory mandates. Winslow selected Ridgeline to modernize its front-to-back investment operations and unify its data, replacing a complex web of legacy systems and manual integrations with a single, cloud-native platform. By deploying Ridgeline, Winslow now manages portfolio management, trading, client relationship management, accounting, billing, reporting, and compliance within a single, real-time data model. This unified architecture reduces reconciliation burden, enhances data integrity, and enables seamless collaboration across investment, operations, and client service teams. Embedded AI and automated workflows are designed to reclaim capacity for higher-value work - accelerating idea-to-execution cycles and supporting Winslow's goal of operating with greater agility and precision. As part of this transition, Winslow improved control and transparency after years of relying on multi-vendor workflows. "We have confidence in the unified data platform Ridgeline has built," said Joshua Fuller, Chief Information Security Officer at Winslow Capital. "By modernizing our workflows, our teams will be able to provide an even greater level of client service and engage in higher value, more interesting work. Ridgeline seamlessly aligned with our cloud-first IT strategy - and we're incredibly excited about the potential of AI to further enhance efficiency and uncover valuable insights." The implementation represented a close collaboration between the Winslow and Ridgeline teams, with a strong focus on data migration, security enablement, and cutover readiness. From day one, Winslow sought measurable outcomes across client servicing, compliance, and financial close processes - all achieved with confidence in the platform's secure, role-based architecture. "We closely monitored Ridgeline from its earliest stages. While our existing systems were performing adequately, we recognized that continuous investment in these products was necessary to keep up with the evolving market demands and technological advancements. It was essential for us to conduct a thorough and deliberate evaluation to ensure we were making the best decisions for our clients," said Jill Fuller, Chief Risk Officer at Winslow Capital. "Ultimately, the decision hinged on people and trust. Ridgeline consistently demonstrated the ability to deliver on its commitments, which reassures us of the long-term value of our partnership." As Winslow continues to grow, Ridgeline will help them increase their operating leverage while keeping technology sprawl in check. "Winslow Capital operates at significant scale, serving sophisticated clients with precision and trust. Their high standards and embrace of unified, embedded AI, data-driven technology reflect where this industry is headed, and we're proud to partner with them to lead that transformation together," said Dave Blair, CEO at Ridgeline. Ridgeline is the first front-to-back system of record for investment managers. Founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday), the company was created to modernize an industry held back by outdated, disconnected technology. Powered by a single, real-time data set and embedded AI, Ridgeline helps firms automate complexity, accelerate collaboration, and deliver tailored client experiences at scale, without added headcount or risk. Ridgeline is headquartered in Lake Tahoe, with offices in New York, Reno, and the Bay Area, and is recognized by Fast Company as a "Best Workplace for Innovators," by Frost & Sullivan as a "Technology Innovation Leader," and by The Software Report as a "Top 100 Software Company."
Motley Fool Asset Management, whose parent company is known for its purpose-driven mission of making the world smarter, happier, and richer, selected Ridgeline after a rigorous evaluation process.
Ridgeline named "Best Use of AI in Finance USA 2025" by Global Financial Market Review.
"From accounting to billing to trading, the value of Ridgeline for our business is immeasurable. They really took the risk to reimagine how this industry should work." - Joel Carpenter, Equity Trader, Congress Asset Management
Ridgeline launches first-of-their-kind AI Agents for investment management, transforming operations through intelligent automation.