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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Ridgeline

In network coverage since September 16, 2026 · 3 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal closedDave Duffield · $250M — coverage
Sep 15, 26Deal closedDave Duffield — coverage
Network coverage
Practice management

Ridgeline’s $250M raise matters to advisors for who wrote it

An invitation-only round led by the founder buys the platform time to finish the reconciliation build its RIA clients have already signed up for.
Deals & PE · Sep 16The AI-wealth premium moves from the model to the pipes
Deals & PE · Sep 16Duffield writes his own Series E to own the RIA's plumbing
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