Your brand here — Reach our audience of professional directory owners and boost your sales.

Redtail

Redtail CRM holds #1 position in advisor CRM market share per 2026 T3 Advisor Software Survey. Built specifically for financial advisors with advisor-specific workflows and compliance-aware contact management.

Visit Redtail

Founded 2003

What is Redtail?

Redtail offers CRM specifically designed for financial advisors with native integrations for financial services tools. Over 100,000 advisors use Redtail with high satisfaction ratings (7.7-8.2/10). Features include automated workflows for new client onboarding, client communications, and reviews that standardize processes and minimize errors. The platform offers partnerships with 100+ industry-leading brands for seamless integration. Ongoing updates from Orion include UI enhancements and AI features like AI-powered note-taking. Pricing is dead simple: $99/month per database with unlimited users, ensuring affordability and predictability with no surprise charges. Founded in 2003 and now part of Orion Advisor Solutions.

Pricing

Starting Price

$99/month

Categories:

Education & Auto Vertical GTM — Finance

Redtail

The #1 CRM for Financial Advisors

Starting Price
$99/month
Used By Count
100000

Visit Redtail

Your brand here

Reach our audience of professional directory owners and boost your sales.

Advertise on GTM Folio

Similar to Redtail

View all tools

Velocify (ICE)

Velocify - Lead Management & Sales Software for Mortgage Professionals.

Velocify is a part of the ICE Mortgage Technology Platform that puts sales automation to work to help keep teams organized and focused on activities that drive more business. It was acquired by Ellie Mae (now ICE Mortgage Technology) in 2017.

Ellucian CRM Recruit

Recruiting & Admissions - Attract and enroll best-fit students

Ellucian CRM Recruit is a specialized admissions and enrollment management platform for higher education institutions. It streamlines student recruitment and engagement through prospect management, personalized communication workflows, event coordination, and application tracking.

Selly Automotive

AI-powered CRM and text marketing platform for independent automotive dealers

Founded
2014

Selly Automotive is a cloud-based CRM and Internet Lead Management (ILM) platform built specifically for independent and BHPH auto dealers. Founded in 2014, it offers AI-driven lead nurturing, automated follow-ups, and integrated text marketing.

Your brand here

Reach our audience of professional directory owners and boost your sales.