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Redtail Technology
AddedJun 20, 2026
UpdatedJul 7, 2026
Redtail Technology

Redtail Technology

Acquired Subsidiary

Redtail Technology is a CRM software provider purpose-built for financial advisors and wealth management professionals.

HQ
Sacramento, CA, US
Founded
2003
Overview
M & A
Analysis
Compare
Employees
News

Redtail Technology provides customer relationship management software designed specifically for financial advisors. It is the most widely adopted CRM among financial advisors in the United States, serving over 100,000 investment professionals. Redtail was acquired by Orion Advisor Solutions in 2022 and continues to operate as a core component of Orion's integrated wealth technology platform.

The platform offers contact management, workflow automation, document management, and integration with custodial and planning tools, enabling advisors to streamline client relationships and practice operations.

Redtail Technology - M & A Snapshot

Open M & A

  • Orion Advisor Solutions

    Acquired Redtail Technology • Undisclosed • Jun 6, 2022

Redtail Technology - Products & Services

  • Redtail CRM logo

    Redtail CRM

    Web-based CRM platform purpose-built for financial advisors and wealth management professionals.

    Competing Products

    Salesforce logo
    Wealthbox logo
    Practifi logo

Redtail Technology - Similar Companies

Practifi logo

Practifi

practifi.com

Orion Advisor Solutions logo

Orion Advisor Solutions

orion.com

Momentum logo

Momentum

momentum.io

Salesforce logo

Salesforce

salesforce.com

HubSpot logo

HubSpot

hubspot.com

eMoney Advisor logo

eMoney Advisor

emoneyadvisor.com

roundCorner logo

roundCorner

salesforceben.com

Bloom logo

Bloom

bloom.io

Affinity logo

Affinity

affinity.co

Spiff logo

Spiff

spiff.com

ServiceTitan logo

ServiceTitan

servicetitan.com

Fin logo

Fin

fin.ai

vcita logo

vcita

vcita.com

Podium logo

Podium

podium.com

servis.ai logo

servis.ai

servis.ai

Redtail Technology - Quick Facts

Who are Redtail Technology's competitors?

Companies similar to Redtail Technology include Practifi, Orion Advisor Solutions, Momentum and Salesforce.

When was Redtail Technology founded?

Redtail Technology was founded in 2003.

Where is Redtail Technology's headquarters located?

Redtail Technology's headquarters is located in Sacramento, CA, US.

Redtail Technology - Classification

Industry
  • FinTech
Ownership
  • Acquired Subsidiary
Technology
  • CRM
Model
  • B2B SaaS
  • Platform
Revenue
  • B2B Subscription
Customer
  • B2B