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CRM

Ridgeline

AI-native investment platform combining client engagement, portfolio management, trading, compliance, accounting and reporting.

Made by Ridgeline, Inc. Visit Ridgeline's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed7 connectionsSalesforce CRM (Ridgeline-Salesforce Connector), Microsoft Outlook, Microsoft Teams and 4 more. Source and date for each below.
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What their website looks like

Screenshot of Ridgeline's homepage
Ridgeline's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Ridgeline, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No prices published; homepage, integrations, client engagement and wealth pages checked and there was no /pricing page on 2026-10-06. The site offers See a Demo only. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. Ridgeline isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

BloombergFactSet
Ridgeline7 connections listed

Data goes out to

Nothing the vendor says it sends out
Direction not stated
Abel NoserGTA Babelfish
Listed, no detail
Salesforce CRM (Ridgeline-Salesforce Connector)Microsoft OutlookMicrosoft Teams
Connection cost: Ridgeline publishes no pricing for us to read.
Salesforce CRM (Ridgeline-Salesforce Connector)
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Ridgeline client engagement page. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Ridgeline, Inc. lists.

Microsoft Outlook
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Ridgeline integrations page (packaged integrations). Checked Oct 6.
Microsoft Teams
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Ridgeline integrations page (packaged integrations). Checked Oct 6.
Bloomberg
Checked on the vendor's site
  • Data in: pricing, corporate actions and reference data
Source: Ridgeline integrations page (market data). Checked Oct 6.
FactSet
Checked on the vendor's site
  • Data in: pricing, corporate actions and reference data
Source: Ridgeline integrations page (market data). Checked Oct 6.
Abel Noser
Checked on the vendor's site
  • Direction not stated: TCA (transaction cost analysis) feeds
Source: Ridgeline integrations page (packaged integrations). Checked Oct 6.
GTA Babelfish
Checked on the vendor's site
  • Direction not stated: TCA (transaction cost analysis) feeds
Source: Ridgeline integrations page (packaged integrations). Checked Oct 6.

Moving to Ridgeline from another tool

What Ridgeline, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Ridgeline’s teams work with you to understand your current environment, workflows, data, integrations, priorities, and desired future state. … The work then includes configuring Ridgeline, preparing and migrating data, building required integrations, testing workflows, training users, and preparing for go-live.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Ridgeline, Inc. about anything they leave out.

Checked on the vendor's site · Oct 6
Ridgeline home page: implementation

Leaving later

Any table shown in the app can be exported as a CSV or XLS file; Ridgeline also offers APIs for wider data access.
Checked on the vendor's site · Oct 6

Source: Ridgeline article, The Biggest Technology Bets at Ridgeline

Fits best if

Our judgement

We haven't assessed fit for Ridgeline yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Ridgeline with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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