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United States
2003 (23 Years)
Last online: No recent activity
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This company is currently Unproved.
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License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Get to know Redtail Technology
Company Information
Get to know Redtail Technology
Founded in 2003, Redtail Technology specializes in developing and delivering robust, user-friendly technology solutions to help financial advisors grow their businesses and deepen client relationships. Their flagship product, Redtail CRM, is one of the most widely used platforms in the industry, offering tools for contact management, workflow automation, and client communication. The company was acquired by Orion Advisor Solutions in 2022 to integrate its leading CRM capabilities into Orion's broader wealthtech platform, aiming to provide a more comprehensive and connected advisor technology experience.
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