Ridgeline Financial Group
Quiet, and still on your roster
Where it stands
Not measuredmargin · no fee revenue billed in the trailing 12 months (Jul 12, 2025 to Jul 12, 2026) window
Monthly billings, Aug 2024 through Jun 2025 · Platform ledger · Aug 23
Billed value
n/aest.
No fee revenue billed in the trailing 12 months (Jul 12, 2025 to Jul 12, 2026) window
Last touch
13mo ago
logged work or invoice
Platform ledger · as of Aug 23Platform ledgerA number this platform computed from your connected, synced data. It is not read out of a single outside tool; the tool-badged chips cite those records directly.Computed from: Platform ledger · as of Aug 23
No logged work or invoice in 13mo ago. Still counted on your roster.
Projects
No projects are on file for Ridgeline Financial Group.
What needs you
No recent activity on file.
The work
Engagements
- closedJul 13 to Jun 11
Projects
No projects on file for this client.
Who works on it
- Theo Sandoval316.4 hours · 18% of logged time
- Sam Bauer316.4 hours · 18% of logged time
- Priya Nair316.4 hours · 18% of logged time
- Marcus Lee316.4 hours · 18% of logged time
- Maren Voss200.1 hours · 11% of logged time
- Colin Reyes174.8 hours · 10% of logged time
- Quinn Alvarez106.5 hours · 6% of logged time
Niche: Financial Services
What we know
- 7 people have logged time on this client. Theo Sandoval carries the most at 316.4 hours.