Redtail Technology

What Redtail Technology does

Redtail Technology is a cloud-based client relationship management (CRM) platform purpose-built for financial advisors, founded in 2003 and headquartered in Gold River, California. Since 2021, the company has operated as a wholly-owned subsidiary of Orion Advisor Solutions, Inc., with corporate functions anchored in Omaha, Nebraska. Redtail serves more than 100,000 financial advisors across the spectrum from solo practitioners and small RIA teams to large broker-dealers and enterprise wealth management firms; named customers include Osaic, Kestra Financial, and United Planners. The platform claims the #1 market-share position for advisor CRM according to the T3/Inside Information Advisor Software Survey 2026.

The platform centers on the Redtail CRM core product, supplemented by three compliance-focused add-on modules: Redtail Speak (broker-dealer-approved compliant texting with automatic archiving), Redtail Imaging (CRM-integrated document management with up to 200GB per user, supporting WORM and audit-trail alternatives for SEC Rule 17a-4), and Redtail Email (automatic client email capture and archiving under Rule 17a-4). An open API framework connects Redtail to 192+ third-party applications spanning custodians (Schwab, Pershing), financial planning tools (eMoney, MoneyGuide, Orion Planning), investment research (Morningstar), compliance and risk platforms (Orion Risk Intelligence, RIA in a Box), and a growing list of AI point solutions (Hamachi.ai, Zocks).

Redtail operates a hybrid go-to-market combining product-led growth — a 30-day free trial with full feature access, no credit card required, self-service onboarding supported by a dedicated Welcome Team — for solo and SMB advisors with direct enterprise sales outreach ("Talk to Sales," Enterprise sales motion) for large broker-dealers and RIA firms. Pricing is per-user subscription for CRM with module-level add-ons (Speak, Imaging, Email); specific tier prices are not publicly disclosed, though a partner-developed Hamachi.ai AI SKU carries a published $25/user/month rate. Distribution is amplified through the parent Orion ecosystem (Orion events, Orion Advisor Academy, Orion newsletters, Orion Planning/Compliance/Risk Intelligence) and 192+ integration partners, who act as demand-generation channels reaching advisors through existing tech-stack relationships.

Name

Redtail Technology

Legal name

Redtail Technology, Inc.

Website

https://corporate.redtailtechnology.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

51–100 employees

Short description

Cloud-based CRM platform purpose-built for financial advisors, offering compliant communications (Speak, Email), document management (Imaging), and 192+ third-party integrations. Serves 100,000+ advisors from solo practices through enterprise firms as a subsidiary of Orion Advisor Solutions.

Ownership category

akta.pro rank

Product category

Wealth Management CRM Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Customer Success & Account Management CRM (HDAEAFAD)

akta.pro secondary industries

Customer Experience & Engagement (CRM, Support, Rewards, Loyalty) (FSAGAAAM), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)

Keywords

• Wealth management CRM
• Advisor client management
• Compliance archiving software
• Financial planning integrations
• Broker-dealer compliance

Headquarters

HQ city

Gold River

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. CRM Subscription: Subscription-based CRM access for financial advisors with per-user pricing. Includes core CRM functionality plus optional add-ons for Imaging, Speak, and Email modules.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Redtail Technology provides a cloud-based CRM platform purpose-built for financial advisors, with integrated compliance, document management, email archiving, and compliant texting capabilities. The platform centralizes client relationships, automates workflows, and supports adherence to SEC Rule 17a-4 and FINRA requirements, serving financial advisors from solo practices through enterprise broker-dealers and RIA firms.

Product overview

Redtail Technology offers a unified platform centered on its CRM product, supplemented by three compliance-focused add-on modules: Speak for compliant texting, Imaging for document management, and Email for email archiving. The platform is purpose-built for financial advisors and broker-dealers, designed to centralize client relationships, automate workflows, and maintain SEC/FINRA regulatory compliance. It integrates with over 100 external tools through an open API framework and flexible integration marketplace, serving firms from solo practices to enterprises. The company also offers onboarding, training (Redtail University), and dedicated support services.

Differentiator

Problem solved

Functional benefit

Products and services

• Redtail CRM Cloud-based CRM purpose-built for financial advisors that centralizes contact management, tracks tasks and communication history, and automates workflows. Designed for solo practices through enterprise broker-dealers and RIA firms, with 100+ integrations and compliance with SEC and FINRA guidelines.
• Redtail Speak Compliant SMS text messaging solution for financial advisors that automatically archives and records all SMS communications in a fully searchable archive tied to contact records. Subject to broker-dealer approval and supports SEC Rule 17a-4 compliance with WORM and audit-trail alternatives.
• Redtail Imaging Document management system with 200GB per user of secure storage, searchable archive, and CRM integration. Supports compliance with SEC Rule 17a-4 under the Exchange Act via WORM and audit-trail alternatives for broker-dealer record retention requirements.
• Redtail Email Email archiving solution that automatically captures and archives every client email securely and compliantly, supporting SEC Rule 17a-4 compliance requirements for broker-dealer record retention.
• Redtail Integrations Ecosystem Open API framework and integration ecosystem connecting Redtail CRM with 192+ third-party applications across categories including financial planning, portfolio management, compliance, custodians (Schwab, Pershing), marketing automation, and document storage. Enables custom tech stack configuration for advisory firms.

Quantifiable outcome

• 96.7% customer satisfaction rate based on support interactions
• +1 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration151 records

AI capability4 records

Feature5 records

Partnerships

Ten partnerships are on record, tiered core.

• Hamachi.aicoreTechnology or Integration · 28 February 2026Hamachi.ai integrated with Redtail CRM to deliver compliance-ready, context-aware AI tools for financial advisors. The integration enables AI-assisted email drafting, household briefs, daily summaries, and workflow intelligence using Redtail's structured CRM data while maintaining SEC and FINRA regulatory alignment. Redtail remains the system of record while Hamachi applies firm-specific policies and compliance controls.
• Orion Advisor SolutionscoreTechnology or IntegrationParent company and primary integration partner. Orion provides the broader platform ecosystem including Orion Advisor Tech, Orion Planning, Orion Risk Intelligence, and Orion Portfolio Solutions. Redtail CRM integrates with Orion's portfolio management and planning tools as part of the unified Orion platform.
• ZockscoreTechnology or IntegrationZocks is an AI-powered platform integrated with Redtail for automated meeting prep, note-taking, follow-up actions, and personalized client communications. The bi-directional integration automatically creates client meeting agendas using Redtail data, syncs meeting summaries as events or notes, creates and assigns tasks, and updates data fields in Redtail.
• SchwabcoreTechnology or IntegrationCustodian integration allowing advisors to connect their Schwab accounts with Redtail CRM for unified client data management.
• eMoneycoreTechnology or IntegrationFinancial planning tool integration enabling advisors to connect eMoney planning data with their Redtail CRM client records.
• MorningstarcoreTechnology or IntegrationInvestment research integration providing Morningstar data and analytics within the Redtail CRM platform for advisor use.
• PershingcoreTechnology or IntegrationCustodian integration with Pershing NetX360 platform for account data synchronization with Redtail CRM.
• MoneyGuidecoreTechnology or IntegrationMoneyGuidePro financial planning integration enabling advisors to connect planning data with Redtail client records.
• Orion PlanningcoreTechnology or IntegrationOrion Planning (formerly Advizr) integration for financial planning capabilities within the Orion/Redtail ecosystem.
• Orion Risk IntelligencecoreTechnology or IntegrationOrion Risk Intelligence platform for risk analysis, stress testing, and portfolio risk management integrated with Redtail CRM.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat6 records

Key highlights7 records

Customer concentration

• Xx.com/redtailcrm
• Facebookfacebook.com/redtailtechnology
• LinkedInlinkedin.com/company/redtail-technology

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redtail Technology