Redtail Technology

Redtail Technology provides web based client relationship management solutions for the financial advisors. Read more

578 Followers on Owler
578 Followers on Owler
578 Followers on Owler
578 Followers on Owler

Redtail Technology

Redtail Technology provides web based client relationship management solutions for the financial advisors. Read more

Brian McLaughlin's photo - Co-Founder & CEO of Redtail Technology

Co-Founder & CEO

Brian McLaughlin

CEO Approval Rating

56/100

Founded:

2003

Status:

PrivateIndependent Company

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Salesforce is Redtail Technology's #1 rival. Salesforce is a Public company that was founded in San Francisco, California in 1999. Like Redtail Technology, Salesforce also works within the Internet Software field. Salesforce has 56,486 more employees vs. Redtail Technology.

Navatar is perceived as one of Redtail Technology's biggest rivals. Navatar was founded in 2002, and is headquartered in New York, New York. Like Redtail Technology, Navatar also operates in the Fintech sector. Navatar generates $16.1M less revenue vs. Redtail Technology.

Junxure is a top competitor of Redtail Technology. Junxure is a Private company that was founded in 2001 in New York, New York. Junxure competes in the Systems Software field. Compared to Redtail Technology, Junxure has 64 fewer employees.

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Redtail Technology Acquisitions

No recent acquisitions found related to Redtail Technology

Redtail Technology Funding History

No recent funding data found related to Redtail Technology

Redtail Technology Investments

No recent investments found related to Redtail Technology

Redtail Technology News

October 19, 2020Benzinga

Levitate Partners with Redtail Technology to Bring Keep-in-Touch Marketing Solution to the Finance Industry

RALEIGH, N.C., Oct. 19, 2020 /PRNewswire/ -- Levitate, the keep-in-touch marketing platform started b... See more »
March 11, 2020Martech Series

Twenty Over Ten Partners with Redtail Technology to Enhance Customer Relations and Digital Marketing Processes for Financial Advisors

CRM Integration Provides Two Way Sync Giving Advisors the Ability to Easily Send Personalized Marketi... See more »
August 9, 2019The Business Journals

Redtail Technology grows by helping financial advisers serve clients

Redtail Technology Inc. helps independent financial advisers and retirement planners maintain a paper... See more »
June 1, 2019InvestmentNews

Protecting client data is an ongoing obligation

Firms must perform due diligence on prospective providers.... See more »
March 25, 2019Martech Series

Snappy Kraken Integrates With Redtail

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing ... See more »
February 25, 2019Financial Planning

The fintech that turned a warehouse into a funhouse

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it ha... See more »

Redtail Technology Blogs

April 30, 2021Redtail Technology Blog

CEO Roundtable Series Webinar - The Comeback

They're back! Join to hear some of our industry's best thought leaders share ideas on helping the adv... See more »
April 23, 2021Redtail Technology Blog

Shifting Tides: Advicent, Redtail & Mobile Assistant webinar on April 27

Featuring leaders from Mobile Assistant, NaviPlan, and Redtail, this discussion will explore benefits... See more »
April 22, 2021Redtail Technology Blog

New integration with StratiFi!

This new integration provides StratiFi users the ability to import desired contacts over from Redtail... See more »
April 22, 2021Redtail Technology Blog

Updated integration with Envestnet!

This integration has been updated to allow linking clients between the two platforms, as well as the ... See more »
April 16, 2021Redtail Technology Blog

Hear "The Lost T3 Interview" between Redtail CEO Brian McLaughlin and Craig Iskowitz on The Wealth Tech Today podcast

Redtail CEO Brian McLaughlin joined The Wealth Tech Today podcast for a fun road warriors' gear geek ... See more »
April 16, 2021Redtail Technology Blog

Best Practice Partner Spotlight: FMG Suite on April 21

Best Practice Partner Spotlight: FMG Suite - April 21. "Sourcing better leads with FMG Suite and Redt... See more »
April 9, 2021Redtail Technology Blog

Practice Management Takeover with Charesse Spiller, Founder and Operations Consultant at Level Best on April 13

"Maximize Your Client Journey for Ultimate Scalability". Register now for this April 13 webinar with ... See more »

Redtail Technology Press Releases

December 17, 2018Business Wire

New Partnerships with eMoney and Redtail Make It Easier for Fee-Only Advisors to Work with Lincoln Financial Group

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial Group (NYSE:LNC) announced new partnerships that will... See more »
November 28, 2018PR Newswire

Redtail Technology Survey Reveals Financial Advisory Firms Are More Tech Empowered Than Industry Thinks

SACRAMENTO, Calif., Nov. 28, 2018 /PRNewswire/ -- Redtail Technology ("Redtail"), a leading provider ... See more »
October 1, 2018Business Wire

United Capital's FinLife Partners Passes Growth Milestone, Announces Redtail Integration

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--#financialadvisors--United Capital Financial Advisers LLC ("U... See more »
September 6, 2018ePRNews

Oranj and Redtail Integration Unites CRM Leader With Industry's First Free Wealth Management Platform

Oranj, the first free, end-to-end wealth management software, today announced an integration with Red... See more »
May 30, 2018StreetInsider

FTJ FundChoice Integrates with Redtail Technology via AdvisoryWorld to Optimize Proposal Generation and Client On-Boarding

FTJ FundChoice, a national turnkey asset management firm with over $10B assets under administration, ... See more »
August 14, 2016Marketwired

Vanare, Redtail Streamline Account Opening for Financial Advisors and Their Clients

Integration Pairs a Fully Customizable Roboadvisor and Account Opening Platform With Industry-Leading... See more »

Redtail Technology Videos

April 15, 2021Redtail Technology Youtube Channel

"RTU Online: Part 1 - Cleaning Up Chaos" on YOUTUBE

April 9, 2021Redtail Technology Youtube Channel

"Workflow Series: Part 1 - Whiteboarding" on YOUTUBE

April 9, 2021Redtail Technology Youtube Channel

"Redtail Essentials: Advanced Search" on YOUTUBE

April 7, 2021Redtail Technology Youtube Channel

"New Partner Spotlight: Max for Advisors" on YOUTUBE

March 26, 2021Redtail Technology Youtube Channel

"Best Practice Partner Spotlight: Pulse360" on YOUTUBE

March 23, 2021Redtail Technology Youtube Channel

"Redtail Essentials: Accounts" on YOUTUBE

March 23, 2021Redtail Technology Youtube Channel

"How to Prepare for Wealth Transfer" on YOUTUBE

Social Media

Redtail Technology Headquarters

3131 Fite Circle

Sacramento, California95827

800-206-5030

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Redtail Technology Summary

ABOUT

Overview

Redtail Technology provides web based client relationship management solutions for the financial advisors. Redtail Technology was founded in 2003. Redtail Technology's headquarters is located in Sacramento, California, USA 95827. Redtail Technology's...

CEO

Redtail Technology's Co-Founder & CEO, Brian McLaughlin, currently has an approval rating of 56%. Redtail Technology's primary competitors are Salesforce, Navatar & Junxure.

Website

redtailtechnology.com

Frequently Asked Questions about Redtail Technology

  1. When was Redtail Technology founded?

    Redtail Technology was founded in 2003
  2. Who is Redtail Technology's CEO?

    Redtail Technology's CEO is Brian McLaughlin
  3. How much revenue does Redtail Technology generate?

    Redtail Technology generates $26.1M in revenue
  4. How much funding does Redtail Technology have?

    Redtail Technology has historically raised $0 in funding
  1. Where is Redtail Technology's headquarters?

    Redtail Technology's headquarters is in Sacramento California, USA
  2. How many employees does Redtail Technology have?

    Redtail Technology has 120 employees
  3. What sector does Redtail Technology operate in?

    Redtail Technology is in Internet Software, Fintech, Enterprise Software
  4. Who are Redtail Technology's competitors?

    Redtail Technology's top competitors are Salesforce, Navatar, Junxure