Ridgeline Showcases AI-Native Innovation at Fifth Annual Base Camp Conference

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Ridgeline held its fifth annual Base Camp conference in Carlsbad, California, September 14-17, bringing together nearly 400 asset and wealth management leaders from the U.S. and Canada.
CEO Dave Blair said Ridgeline delivered more than 650 customer-requested capabilities across the platform in the last year and that 100% of live customers use AI in the platform.
Product releases included an expanded Ridgeline Assistant that analyzes files and data from across the platform directly in chat.
Ridgeline debuted agentic workflows that combine firm or user skills with workflows to produce complex outputs, such as client or portfolio status requiring review, delivered in the platform or by email.
The company also unveiled a user experience redesign intended to provide greater control and flexibility.
Ridgeline said it is the first known front-to-back investment management platform with an AI Management System certified to ISO/IEC 42001, the international standard for AI management systems.
Ridgeline announced a $250 million Series E round led by Founder and Chairman Dave Duffield at a $1.425 billion valuation and reported more than $760 billion in assets under management committed to the platform.