What Does Redtail Technology Do?

Total employees180
HeadquartersCharlotte
Founded2003

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.

Where Is Redtail Technology's Headquarters?

HQ Function

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.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters likely embodies values of technological innovation, customer focus, professionalism, and a dynamic environment conducive to developing cutting-edge solutions for the financial services industry.

Location:

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.

Street Address:

13880 Ballantyne Corporate Place, Suite 250

City:

Charlotte

State/Province:

NC

Country:

USA

Where Else Does Redtail Technology Operate Around the World?

Rancho Cordova, CA/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.

Buying Intent Signals for Redtail Technology

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Redtail Technology? Meet the Executive Team

As of April 2025, Redtail Technology' leadership includes:

Brian McLaughlin - President, Orion Advisor Tech (Formerly CEO, Redtail Technology)
David Mehlhorn - Chief Technology Officer, Redtail (an Orion Company)
Corbin Dawan - Chief Financial Officer, Redtail (an Orion Company)
David A. Popenoe - Chief Product Officer, Redtail (an Orion Company)
Anthony R. Ureña - Chief Revenue Officer, Redtail (an Orion Company)

Who's Investing in Redtail Technology?

Redtail Technology has been backed by several prominent investors over the years, including:

Orion Advisor Solutions (Acquirer)
TA Associates (Investor in Orion)
Genstar Capital (Investor in Orion)

What Leadership Changes Has Redtail Technology Seen Recently?

Hire0
Exits0

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.

What Technology (Tech Stack) Is Used byRedtail Technology?

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 Email Formats and Examples

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

What's the Latest News About Redtail Technology?

Financial Advisor IQ • May 20, 2024

Orion Deepens Redtail Integration With Risk Management Tool

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

Orion’s Redtail Announces AI-Powered Assistant for Advisors

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 Celebrates 20 Years of Redtail Technology, Announces Powerful New Redtail CRM Features at Ascent Conference

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

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