JC Bahr-de Stefano(@jbahrdestefano):Another big fintech funding story! @Ridgeline_Apps raised a $250M Series E led by founder + chairman Dave Duffield at a $1.425B val (w/ participation from Motley Fool Ventures, associates of @SmeadCap & @patrick_oshag of @psumvc) Apparently was an invitation-only round, mostly filled by Ridgeline's own customers. Duffield previously co-founded PeopleSoft + Workday and per Bloomberg has put $400M+ of his own money into the company since founding it in '17 Ridgeline is an AI-powered investment mgmt platform that handles portfolio accounting, trading, compliance, client reporting + daily reconciliation through in-platform AI agents w/ human oversight $750B in AUM/AUA committed to the platform + projected to hit $1T in early '27

2026.09.16 22:43

Another big fintech funding story! @Ridgeline_Apps raised a $250M Series E led by founder + chairman Dave Duffield at a $1.425B val (w/ participation from Motley Fool Ventures, associates of @SmeadCap & @patrick_oshag of @psumvc) Apparently was an invitation-only round, mostly filled by Ridgeline's own customers. Duffield previously co-founded PeopleSoft + Workday and per Bloomberg has put $400M+ of his own money into the company since founding it in '17 Ridgeline is an AI-powered investment mgmt platform that handles portfolio accounting, trading, compliance, client reporting + daily reconciliation through in-platform AI agents w/ human oversight $750B in AUM/AUA committed to the platform + projected to hit $1T in early '27