RedTail Technology (Business/Productivity Software) Overview

  • Year Founded
  • 2003

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 57

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

RedTail Technology (Business/Productivity Software) General Information

Description

Developer of client relationship management software intended to help financial advisers manage their client base. The company's software offers detailed tracking of clients' data, workflow streamlining, custom exporting, seminar management, compliant text messaging, and email archiving, thereby helping advisors grow their firms by providing them with the core technologies that drive their day-to-day operations, offering low-cost and easy-to-implement applications.

Contact Information

Website
redtailtechnology.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 3131 Fite Circle
  • Sacramento, CA 95827
  • United States
+1 (800)
Primary Industry
Business/Productivity Software
Parent Company
Orion Advisor Solutions
Vertical(s)
Marketing Tech, TMT
Corporate Office
  • 3131 Fite Circle
  • Sacramento, CA 95827
  • United States
+1 (800)

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RedTail Technology (Business/Productivity Software) Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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RedTail Technology (Business/Productivity Software) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of client relationship management software intended to help financial advisers manage their client base. The c
Business/Productivity Software
Sacramento, CA
57 As of 2026

Atlanta, GA
 

Miami, FL
 
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RedTail Technology (Business/Productivity Software) Competitors (93)

One of RedTail Technology (Business/Productivity Software)’s 93 competitors is Infor Global Solutions, a Private Equity-Backed company based in Atlanta, GA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Infor Global Solutions Private Equity-Backed Atlanta, GA
Anaplan Private Equity-Backed Miami, FL
ServiceNow Formerly VC-backed Santa Clara, CA
SAS Failed Transaction (M&A) Cary, NC
Salesforce Formerly VC-backed San Francisco, CA
You’re viewing 5 of 93 competitors. Get the full list »

RedTail Technology (Business/Productivity Software) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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RedTail Technology (Business/Productivity Software) FAQs

  • When was RedTail Technology (Business/Productivity Software) founded?

    RedTail Technology (Business/Productivity Software) was founded in 2003.

  • Where is RedTail Technology (Business/Productivity Software) headquartered?

    RedTail Technology (Business/Productivity Software) is headquartered in Sacramento, CA.

  • What is the size of RedTail Technology (Business/Productivity Software)?

    RedTail Technology (Business/Productivity Software) has 57 total employees.

  • What industry is RedTail Technology (Business/Productivity Software) in?

    RedTail Technology (Business/Productivity Software)’s primary industry is Business/Productivity Software.

  • Is RedTail Technology (Business/Productivity Software) a private or public company?

    RedTail Technology (Business/Productivity Software) is a Private company.

  • What is RedTail Technology (Business/Productivity Software)’s current revenue?

    The current revenue for RedTail Technology (Business/Productivity Software) is .

  • Who are RedTail Technology (Business/Productivity Software)’s competitors?

    Infor Global Solutions, Anaplan, ServiceNow, SAS, and Salesforce are some of the 93 competitors of RedTail Technology (Business/Productivity Software).

  • When was RedTail Technology (Business/Productivity Software) acquired?

    RedTail Technology (Business/Productivity Software) was acquired on 06-Jun-2022.

  • Who acquired RedTail Technology (Business/Productivity Software)?

    RedTail Technology (Business/Productivity Software) was acquired by Orion Advisor Solutions.

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