Multithread effectively and personalize outreach to convert deals faster
Elevate social presence and drive business growth from social media
Identify and prioritize high-intent leads, and improve sales effectiveness
Find and connect with ICP attendees, and improve event outcomes
Redtail Technology is a leading provider of web-based Client Relationship Management (CRM) software and associated solutions specifically tailored for financial professionals. Acquired by Orion Advisor Solutions in 2022, Redtail continues to offer its popular suite of tools, including Redtail CRM, Redtail Speak (compliant text messaging), Redtail Imaging (document management), and Redtail Email Archiving. These products empower financial advisors to efficiently manage client relationships, streamline daily operations, maintain compliance, and enhance client communication, ultimately fostering stronger client connections and practice growth.
The Charlotte headquarters serves as the central operational base, driving product development, customer success, sales, and marketing efforts for Redtail's suite of financial technology solutions.
Located within the Ballantyne Corporate Park, the office is part of a modern business environment. The facility is designed to support a collaborative and innovative workforce focused on fintech solutions.
Redtail Technology fosters a customer-centric and innovative work culture. Even after its acquisition by Orion, the emphasis remains on providing practical, user-friendly technology and excellent support to financial advisors, encouraging teamwork and continuous improvement.
The Charlotte headquarters, established in 2022, represents a strategic move to enhance Redtail's growth, positioning it within a vibrant fintech ecosystem and closer to East Coast financial markets and talent pools.
Redtail Technology's solutions are primarily focused on serving financial advisors and firms within the United States. While its web-based platform is accessible globally, the features, support, and compliance considerations are predominantly tailored to the U.S. financial regulatory environment. Its direct sales and support operations are concentrated in North America.
13880 Ballantyne Corporate Place, Suite 250
Charlotte
NC
USA
Address: 3100 Zinfandel Dr. Suite 200, Rancho Cordova, CA 95670
To maintain a strong operational presence on the West Coast, leveraging regional talent and catering to a substantial client base in the area.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Redtail Technology' leadership includes:
Redtail Technology has been backed by several prominent investors over the years, including:
Following its acquisition by Orion Advisor Solutions in April 2022, Redtail Technology's leadership has been integrated into the broader Orion structure. Key Redtail leaders have assumed significant roles within Orion Advisor Tech. In the past 12 months, major announcements have focused on product integration and enhancements rather than distinct, high-level executive changes specific only to the Redtail brand. The leadership team for Redtail's product line remains stable within the Orion organization.
Discover the tools Redtail Technology uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Redtail Technology typically utilizes standard corporate email formats. The most common patterns involve combinations of an employee's first and last name followed by the @redtailtechnology.com domain. For general inquiries, specific departmental email addresses are also used.
[first_initial][last]@redtailtechnology.com
Format
bsmith@redtailtechnology.com
Example
80%
Success rate
Financial Advisor IQ • May 20, 2024
Orion Advisor Solutions announced a deeper integration of its Redtail CRM with its HiddenLevers risk management tool. This enhancement enables advisors to more seamlessly assess client risk tolerance and align portfolios directly from the Redtail CRM interface, further streamlining their workflow....more
WealthManagement.com • October 26, 2023
Redtail Technology, as part of Orion Advisor Solutions, unveiled an AI-powered assistant integrated into its CRM. This feature is designed to help financial advisors automate routine tasks, draft client communications more effectively, and quickly access pertinent information, thereby boosting productivity....more
Orion Advisor Solutions Press Release • February 27, 2023
Orion commemorated the 20th anniversary of Redtail Technology and introduced significant new features for Redtail CRM at its Ascent conference. These enhancements aim to further empower advisors with advanced tools for client management and practice efficiency....more
See where a company’s workforce is located, by country or region.
View past and recent funding rounds with amounts and investors.
Understand company revenue estimates and financial scale.
Track active roles and hiring trends to spot growth signals.
Discover what a company offers—products, platforms, and solutions.
Get the company’s official SIC and NAICS classifications.
Analyze visitor volume, engagement, and top traffic sources.
Explore LinkedIn, Twitter, and other active social profiles.
Identify top competitors based on similar business traits.
Explore companies in depth — from the tech they use to recent funding, hiring trends, and buyer signals — all in one powerful view.
Highperformr AI helps you surface the right accounts and enrich your CRM with verified company and contact insights, so your teams can prioritize and engage faster.
Thousands of companies, including Redtail Technology, are just a search away.