Profile

Ridgeline is an enterprise SaaS platform that is purpose-built for the modern investment management industry. Ridgeline helps firms spend more time on what matters to them, such as growing and retaining assets and serving clients. Core functions like portfolio accounting, trade order management, reporting, and compliance are brought together with a single set of real-time data on an intuitive cloud platform. Ridgeline delivers continuous innovation so your firm can grow efficiently and adapt securely to whatever the future brings.

Ridgeline's Video

Key Executives

Dave Blair, Chief Executive Officer

As Ridgeline’s CEO, Dave brings a modern, cloud-based product and technology focus to Ridgeline. Dave has 30 years of experience bringing new solutions to the market in the investment management software industry. Prior to joining Ridgeline in 2020, Dave led multiple product areas at SS&C Advent over 28 years and helped oversee Advent’s entire portfolio of software solutions.

Jeremy Hittle, Chief Security Officer

As Ridgeline’s Chief Security Officer, Jeremy is responsible for building and overseeing all security, compliance, and IT programs and needs at Ridgeline. His 20 years of IT, security, fraud, and compliance experience in both the consumer and enterprise spaces have given him a unique vision that helps Ridgeline place security and privacy at the center of our product, technology, and engineering choices. Jeremy also served as the Chief Security Officer and Vice President of Security at Workday before joining Ridgeline.

Jon Ruggiero, Chief Technology Officer

Jon was previously at Workday, beginning as an early employee and serving as Chief Technology Architect and later Senior Vice President. At Workday, Jon led a product incubation organization innovating the next generation of products and technology. Jon holds a bachelor of science degree in computer science from the College of Engineering at Cornell University. Jon is the inventor on multiple patents related to digital credentials, transaction concurrency, parallel processing, search, and analytics.

Susan Koo, SVP of Product and Platform

Susan brings over 20 years of enterprise experience and passion for building high-performing products and teams to her role as Senior Vice President of Product Engineering at Ridgeline. She previously served as VP of Product Engineering at Esurance and SS&C Advent, where she led product development efforts for many of Advent’s products. Susan holds a bachelor’s degree in Chemistry from Harvard University.

Board Members

Dave Duffield, Founder and Chairman

Dave’s distinguished career in business software spans more than five decades. He has founded or co-founded six enterprise software companies, including the world-class public companies PeopleSoft and Workday. Each delivered software and technology ahead of its time to benefit businesses and institutions across the globe. Dave was an early adopter of core values and the belief that happy employees lead to happy customers.

George Tenet, Board Member

George Tenet is currently Chairman Emeritus of Allen and Company LLC, a privately held investment bank. Previously, Mr. Tenet served under Presidents Bill Clinton and George W. Bush as the 18th Director of Central Intelligence from 1997 to 2004. In this position, he led the U.S. Intelligence Community and presided over the daily activities of the CIA.

Mr. Tenet has received many awards for his public service, including the Presidential Medal of Freedom, the United States’ highest civilian honor. Mr. Tenet received a BSFS from Georgetown University and a MIA from Columbia University. He is the author of At the Center of the Storm (2007), a best-selling memoir of his life in the CIA.

Robynne Daly, Board Member

Robynne Daly currently serves on the board of directors for Unity Software, Lyra Health, and the University of Hawaii Foundation. She previously spent 12 years at Workday in various senior roles, including vice chair, co-president, CFO and chief accounting officer. Prior to joining Workday, Robynne was chief accounting officer and corporate controller at VMware, served as senior vice president and chief accounting officer at VeriSign, and served as assistant controller at Oracle. She also held senior finance roles at Visa, General Electric, and Ford.

Robynne holds a master of business administration degree in finance from Golden Gate University and a bachelor’s degree in economics and accounting from Claremont McKenna College.

Mike Frandsen, Board Member

Mike has 40+ years of experience in consulting and application software. He held leadership positions at Andersen Consulting (now Accenture), PeopleSoft, and Workday. He was also the CEO at a green energy startup as well as a provider of SaaS-based retail promotion management applications.

Mike served on the boards of Zendesk and Advent Software prior to the sale of those companies. He is currently a director for the Workday Foundation. Mike holds a bachelor’s degree in business from the University of Colorado.

Customer Insights

Ridgeline has many glowing reviews! Please check out the testimonials here. Select customer quotes:

“Ridgeline wowed us”

“Ridgeline is an awakening”

“The speed is just miraculous”

 “Ridgeline is an imperative” to stay competitive

Investors

Ridgeline is almost exclusively privately funded by our founder, Dave Duffield, who is an iconic tech entrepreneur, having also founded successful enterprise companies like Workday and Peoplesoft. Dave is committed to the long-term success of Ridgeline.

Corporate Responsibility

Ridgeline is governed by our set of 6 core values: employees, customer service, innovation, integrity, fun, and profitability.

Some stats that speak to our commitments:  

• 31% female management (higher than tech industry avg)


• In 2023, Ridgeline employees gave $100K to 110 charitable orgs through donations and company matches


• 67% of employees participate in our DEI group


• Recognized as being a top place to work by Forbes, Fast Company, LinkedIn, and Glassdoor