Redtail Technology develops cloud-based CRM solutions tailored for financial advisors to improve business processes and client relationships. The company is self-described as the first in this niche market.
peer of
Metrics
marketPRIVATE
msh_idCOM:REDTAILTECHNOLOGY:CORPORATE
localeus
websitehttps://corporate.redtailtechnology.com/
source_ref341d8255-6532-4b7d-9df8-a86f257bcdf0
products_or_servicesCloud-based CRM solutions for financial advisors, including automated workflows and integrations.
United States