Redtail Technology
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.
- Company typePrivate
- Founded2003
- HeadquartersGold River, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
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.
Redtail Technology firmographics
Firmographics- 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
Redtail Technology industry classification
Industry- 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
Where Redtail Technology is headquartered
LocationHeadquarters
- HQ city
- Gold River
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Redtail Technology business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- 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
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | 30-day free trial with full feature access |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels6 records
Redtail Technology product offering
Product offeringCore 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
Companies that use Redtail Technology
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles3 records
Redtail Technology technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration151 records
AI capability4 records
Feature5 records
Redtail Technology partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered core.
- Hamachi.aicoreHamachi.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 SolutionscoreParent 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.
- ZockscoreZocks 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.
- SchwabcoreCustodian integration allowing advisors to connect their Schwab accounts with Redtail CRM for unified client data management.
- eMoneycoreFinancial planning tool integration enabling advisors to connect eMoney planning data with their Redtail CRM client records.
- MorningstarcoreInvestment research integration providing Morningstar data and analytics within the Redtail CRM platform for advisor use.
- PershingcoreCustodian integration with Pershing NetX360 platform for account data synchronization with Redtail CRM.
- MoneyGuidecoreMoneyGuidePro financial planning integration enabling advisors to connect planning data with Redtail client records.
- Orion PlanningcoreOrion Planning (formerly Advizr) integration for financial planning capabilities within the Orion/Redtail ecosystem.
- Orion Risk IntelligencecoreOrion 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
Redtail Technology competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key highlights7 records
Customer concentration
Redtail Technology social profiles
Digital presenceRedtail Technology compliance and trust
Trust signalCompliance3 records
Redtail Technology financial estimates
Financial estimateRevenue estimate
Valuation estimate
Redtail Technology leadership team
Management profileNumber of profiles
Profiles2 records
Redtail Technology funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Redtail Technology M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Redtail Technology
What does Redtail Technology do?
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.
Is Redtail Technology a public or private company?
Redtail Technology is a private company. It is classified as corporate owned and is currently operating.
When was Redtail Technology founded?
Redtail Technology was founded in 2003. It employs 51 to 100 people.
Where is Redtail Technology based?
Redtail Technology is headquartered in Gold River, United States, in the North America region.
How does Redtail Technology make money?
One revenue line is on record: CRM Subscription.
Does Redtail Technology have an API?
Yes. Redtail offers a flexible open API framework that enables deep integrations with hundreds of third-party applications. The API allows customers to create custom tech stack configurations tailored to their business needs.
What industry is Redtail Technology in?
Redtail Technology's product category is Wealth Management CRM Software. Its primary akta.pro industry code is HDAEAFAD, Customer Success & Account Management CRM, with a secondary code of FSAGAAAM, Customer Experience & Engagement (CRM, Support, Rewards, Loyalty). Its NAICS code is 541511 and its SIC code is 7370.