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Redtail Technology›
Analysis
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
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Overview
M & A
Analysis
Compare
Employees
News
Number of Customers
100,000
Revenue Estimate
$17.6M

Contents

  1. 01Products & Services
  2. 02Competitive Strengths
  3. 03Pricing Strategy
  1. 01Products & Services
  2. 02Competitive Strengths
  3. 03Pricing Strategy

Product Overview

Redtail Technology's platform centers on Redtail CRM, a cloud-based client relationship management system built specifically for financial advisors, registered investment advisers, and broker-dealers. The suite extends to Redtail Speak for compliant text messaging, Redtail Imaging for paperless document management, and Redtail Email for archiving, alongside more than one hundred integrations to custodial, planning, and portfolio tools.

The CRM provides contact and household records, workflow automation, calendar and activity tracking, and a notes timeline designed for SEC and FINRA compliance. It is SOC 2 Type II certified and, per the 2026 T3/Inside Information Advisor Software Survey, holds the largest market share among advisor CRM platforms.

Competitive Advantages

Redtail CRM's strengths come from two decades of specialization in advisor workflows, giving it deep field-tested integrations with custodians such as Schwab and planning platforms like eMoney and MoneyGuidePro. Its compliance-oriented notes timeline and household record model align directly with how registered investment advisers and broker-dealers operate day to day.

The platform's scale, serving more than one hundred thousand advisors, reinforces a broad integration and training ecosystem, and its place inside Orion Advisor Solutions' wider wealth-technology stack connects it to portfolio management and planning tools rather than leaving it as an isolated product.

Pricing Strategy

Redtail CRM uses tiered per-user subscription pricing billed annually: a Launch tier around $39 per user per month for small teams, a Growth tier around $59 per user per month with unlimited users, and a customizable Enterprise tier sold through custom agreement. A free trial is offered without requiring a credit card.

This per-seat recurring model targets advisor firms from solo practices to enterprises, tying cost to team size while reserving negotiated pricing for larger broker-dealer and enterprise deployments.