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Redtail CRM

Redtail CRM is a cloud-based customer relationship management platform tailored specifically for financial professionals, including RIAs, broker-dealers, and wealth managers. It was founded in 2003 and is the #1 financial advisor CRM by market share, with roughly half of all RIA firms using it as their primary CRM.

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United States
Founded 2003
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What is Redtail CRM?

Redtail CRM is purpose-built for wealth management and centralizes client records, automates key workflows, and integrates with tools teams depend on. The platform offers contact management, workflow automation, calendar integration, compliance tracking, and opportunity tracking for managing sales pipelines. It was acquired by Orion Advisor Solutions in 2022, creating deeper integration opportunities with Orion's comprehensive advisor technology platform.

Pricing

Starting Price
$39/user/month (Launch plan, billed annually)
Categories:
Education & AutoVertical GTM — Finance
Tags:
industry-crm-and-marketing

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Favicon of Redtail CRM
Redtail CRM

The #1 CRM for Financial Advisors - purpose-built for wealth management.

  • Starting Price

    $39/user/month (Launch plan, billed annually)

  • Funding

    Acquired by Orion

  • Used By Count

    ~50% of RIA firms
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