Strategic Partnerships Redtail Technology has established key partnerships with companies like Altruist and Orion, presenting an opportunity for cross-selling CRM solutions and expanding service offerings.
Recent Leadership Additions Recent appointment of Corey Holsapple as co-founder and CFO brings fresh expertise to Redtail, signaling a potential avenue for introducing innovative financial management solutions to clients.
Acquisitions & Expansion Acquisition by Orion and subsequent launch of Redtail Campaigns showcase growth potential, providing a ripe market for introducing tailored CRM solutions to meet evolving client needs.
Product Enhancements Continuous updates to the Redtail Speak platform present an ideal time to engage clients with upgraded features, demonstrating a commitment to enhancing user experience and driving revenue growth.
Industry Recognition Redtail's reputation as a top-tier CRM software provider in the financial services industry positions it well for attracting new clients seeking reliable, cutting-edge solutions to drive business efficiency and growth.
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$10M$50M
73$10M$50M
12K$1B
211$10M$50M
1.1K$100M$1B
55$10M
37$10M
625$100M$1BRedtail Technology uses 8 technology products and services including Google Analytics, Ansible, cdnjs, and more. Explore Redtail Technology's tech stack below.
| Redtail Technology Email Formats | Percentage |
| First.Last@redtailtechnology.com | 46% |
| First@redtailtechnology.com | 42% |
| Last@redtailtechnology.com | 11% |
| FirstLast@redtailtechnology.com | 1% |
Financial ServicesCalifornia, United States51-200 Employees
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation technology to the Financial Advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!
Company Overview
Funding & FinancialsRedtail Technology's revenue is in the range of $10M$50M
Funding & FinancialsRedtail Technology's revenue is in the range of $10M$50M
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