About Redtail Technology
Redtail Technology is a leading provider of cloud-based CRM solutions specifically designed for financial advisors and wealth management professionals. Founded in 2003, the company has established itself as a trusted partner in the financial services industry, offering tools that enhance client relationship management, streamline workflows, and improve overall business efficiency. Redtail's platform is known for its user-friendly interface, robust features, and integration capabilities with various financial planning and investment management software. The company is committed to innovation and continuously updates its offerings to meet the evolving needs of its clients. With a focus on customer support and education, Redtail Technology empowers financial advisors to build stronger client relationships and grow their businesses effectively.
Company facts
- Industry
- Financial Services
- Sub-industries
- Financial Technology, Customer Relationship Management, Wealth Management
- Location
- Sacramento, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
Open Redtail Technology in GlobalDeal Is this your company? Update the details for free
More Financial Services companies in United States
- Citigroup
Citigroup Inc. is a leading global financial services company providing a broad range of banking, investment, and wealth management services to consumers, corporations… - Ge Capital
GE Capital is a financial services division of General Electric, providing a wide range of financial products and services to businesses and consumers. The company specializes in… - Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified… - Bank Of America Merchant Services
Bank of America Merchant Services is a leading provider of payment processing solutions, offering a comprehensive suite of services to businesses of all sizes. The company… - Kabbage From American Express
Kabbage, a subsidiary of American Express, provides financial technology solutions that help small businesses access funding and manage their cash flow. Founded in 2009, Kabbage… - Cross River
Cross River is a technology-driven financial services organization that provides banking solutions to consumers and businesses. Founded in 2008, the company operates as a… - American Express
American Express Company, commonly known as Amex, is a multinational financial services corporation headquartered in New York City. Founded in 1850, it is best known for its… - Us Bancorp
U.S. Bancorp is the parent company of U.S. Bank, a leading financial services provider in the United States. The company offers a wide range of financial products and services… - Wachovia Corp
Wachovia Corporation was a major financial services company based in the United States, primarily engaged in banking, investment, and asset management services. Founded in 1908… - Bank Of America Business
Bank of America Business provides a wide range of financial services tailored to meet the needs of small to large businesses. The bank offers various products including business… - The Hartford
The Hartford is a leading provider of insurance and financial services, offering a wide range of products including property and casualty insurance, group benefits, and mutual… - Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated, commonly known as Merrill Lynch, is a wealth management division of Bank of America. The firm provides investment management…