Redtail Technology

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Redtail Technology is the industry leader in software for Customer Relationship Management, Document Imaging and Email solutions for financial advisors!

What is Redtail Technology?

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 details
Name Redtail Technology
Founded 2003
CEO Brian McLaughlin
Employees 0
(+0%)
Company culture 4
HQ location United States
Locations United States
Award and certifications
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Revenue 2020 ($m) -
(+0%)
Total funding ($m) 125
Cyber security rating 79
Certificates -

Redtail Technology Capabilities

Integration partners
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