What departments does Redtail Technology have?

Redtail Technology has employees across 4 departments including Customer Success, Administrative, Sales, Information Security.

What is the largest department at Redtail Technology?

The largest department at Redtail Technology is Customer Success with 2 employees.

Where are Redtail Technology employees located globally?

Redtail Technology has employees across 3 continents and 3 countries including India, United States Of America, Australia.

How has Redtail Technology's team size changed over time?

Redtail Technology's team has decreased from approximately 134 to 49 employees based on available data.

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.

Redtail Technology Global Highlights

North America
96

United States Of America
96

Oceania
3

Australia
3

Asia
1

India
1

Redtail Technology's Leadership

N. H.
Vp , Client Services
Mobile Phone
Email
R. A.
Partner
Mobile Phone
Email
A. L.
Sports Director
Mobile Phone
Email
C. V.
Team Lead
Mobile Phone
Email
A. H.
Customer Experience Specialist
Mobile Phone
Email
B. S.
Office Queen
Mobile Phone
Email
B. A.
Task Master
Mobile Phone
Email
G. L.
Account Executive
Mobile Phone
Email

Redtail Technology Employee Metrics

100%

50%

0%

2026

2025

Analytics
Engineering
Customer Success
Support
Sales
Other
Arts & Design
Banking
Finance
Education
Accounting

Contact profiles from Redtail Technology

Name

Title

Contact Info

Location

Last Update

R. A.
Partner
Mobile Phone
Email
Oct 23, 2024
N. H.
Vp , Client Services
Mobile Phone
Email
Oct 16, 2024
A. L.
Sports Director
Mobile Phone
Email
Oct 17, 2024
C. V.
Team Lead
Mobile Phone
Email
Oct 21, 2024
A. H.
Customer Experience Specialist
Mobile Phone
Email
May 20, 2026
B. S.
Office Queen
Mobile Phone
Email
Oct 23, 2024
B. A.
Task Master
Mobile Phone
Email
Oct 21, 2024
G. L.
Account Executive
Mobile Phone
Email
Oct 16, 2024
J. A.
Trainer
Mobile Phone
Email
Oct 22, 2024
J. W.
Sales Consultant
Mobile Phone
Email

Frequently Asked Questions

What is Redtail Technology known for?

Redtail Technology was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-916-352-****

. Explore Redtail Technology's company overview page for more information.

What is Redtail Technology's most common email format?

Redtail Technology employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Redtail Technology email formats with LeadIQ.

How many employees does Redtail Technology have currently?

Redtail Technology has approximately 49 employees as of July 2026. These team members are located across 3 continents, including North AmericaOceaniaAsia.

Who are Redtail Technology's key employees and leadership?

As of July 2026, Redtail Technology's key employees include:

Vp , Client Services: N. H.
Partner: R. A.
Sports Director: A. L.
Team Lead: C. V.
Customer Experience Specialist: A. H.

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Redtail Technology Employee Directory

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