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.

Founded in

United States