The latest technology news in the wealth management sector from around the world.

Ridgeline, a US-based operating system for the wealth and asset management sector, announced this week that it has surpassed $650 billion in assets on its platform.

Recent customer go-lives include Driehaus Capital Management, a $27 billion Chicago-based firm managing active investment strategies on behalf of institutional investors; Winslow Capital Management, a $30 billion growth equity manager in Minneapolis operating across public and private markets; Yacktman Asset Management, a $13 billion hybrid firm based in Austin; and Tower Bridge Advisors, a Philadelphia-area RIA serving HNW individuals.

Like other firms in the sector, Ridgeline is flexing its AI credentials. The firm said it has deployed “intelligent agents that execute workflow-driven tasks across onboarding, reconciliation, post-trade processing, and reporting,” with human oversight built in.

Ridgeline is headquartered in the Lake Tahoe area, with offices in New York, Reno, the Bay Area, and Dublin, Ireland. It was founded by entrepreneur Dave Duffield, co-founder of PeopleSoft and Workday.