Redtail Technology Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Redtail Technology, based in Sacramento, California, offers cloud-based CRM software tailored for financial advisors. The platform helps advisors organize client information, communications, and workflows within a single system, supporting more efficient client service and practice management. The company operates in the financial services technology space, providing tools designed to streamline client relationships for advisory practices. It functions as a partner in the broader financial services ecosystem and was acquired by Orion Advisor Solutions, reflecting a consolidation in the sector. The company has continued to expand its offerings and integrations. A notable development in 2026 was the embedding of Jump's app within Redtail CRM, enabling advisory teams to incorporate Jump’s workflow into their existing CRM.
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