Redtail Technology

Gold River, United States Founded: 2003 • Age: 23 yrs Acquired By Orion
CRM and technology solutions are offered to retailers.

About Redtail Technology

Redtail Technology is a company based in Gold River (United States) founded in 2003 was acquired by Orion in April 2022. Redtail Technology offers products and services including CRM, Imaging, Speak, Email, and Redtail Campaigns. Redtail Technology operates in a competitive market with competitors including Salesforce, HubSpot, Freshworks, SugarCRM and Pipedrive, among others.

Operational Areas
Key Metrics

Products & Services of Redtail Technology

Redtail Technology offers a comprehensive portfolio of products and services, including CRM, Imaging, Speak, Email, and Redtail Campaigns.

CRM
Client Management

Platform for tracking client interactions and workflows in financial advising.

Imaging
Document Storage

System for electronic storage of documents linked to client records.

Speak
Communication

Tool for compliant text messaging tied to client contacts.

Email
Archiving

Service for retaining and retrieving email correspondence securely.

Redtail Campaigns
Marketing

Platform for personalized marketing to enhance client relationships.

Apps and channels of Redtail Technology

its YouTube channel Redtail Technology has 2.39K subscribers and 30 videos.

Redtail Technology
YouTube 2.39K subscribers 30 videos Science & Technology
Open channel

Videos from Redtail Technology

The most watched videos on Redtail Technology's YouTube channel, Redtail Technology (2.39K subscribers). Click a video to play it here.

RTU Live Basics 101 - Navigation, Users, and Teams
2.7K views
Redtail Essentials: Automations
1.6K views
Redtail Essentials: Calendar
1.1K views
Calendar Syncing
1K views

More on Redtail Technology.

Investors in Redtail Technology

Redtail Technology has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Orion Advisor Solutions.

All
Institutional
InvestorDescriptionFounded YearDomainLocation
Wealth technology solutions are provided for financial advisors.
1998orion.comOmaha, United States
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Investor details for Redtail Technology

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  • Round participation
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Verified entity values are shown only after access is granted.

Timeline of Redtail Technology

2 dated milestones of Redtail Technology across 19 years, from founding to its latest funding, stage changes and deals.

  1. Founded Redtail Technology is founded.
  2. Exit Acquired by Orion.

Competitors of Redtail Technology

Redtail Technology operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Salesforce, HubSpot, Freshworks, SugarCRM and Pipedrive, among others.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
salesforce.com1999San Francisco, United States$52M76,453
Cloud-based CRM and collaboration solutions are provided for enterprises.
hubspot.com2005Cambridge, United States$100.7M4,502
Provider of AI-powered customer relationship management software
freshworks.com2010San Mateo, United States$872.56M4,400
Cloud-based business process management suite solutions are delivered.
sugarcrm.com2004Cupertino, United States$152.49M291
AI-based open-source CRM software is offered for customer lifecycle collaboration.
pipedrive.com2010Tallinn, Estonia$90.32M370
CRM platform with visual sales pipeline is provided for businesses.
calliduscloud.com1996Pleasanton, United States$70.5M849
Cloud-based solutions for sales, marketing, and pipeline management are provided.
rdstation.com2011Florianopolis, Brazil$50M–
Digital marketing automation solution
creatio.com2002Boston, United States$272.78M–
A cloud-based platform for CRM and low-code automation is provided.
chapsvision.fr2019Suresnes, France$283.86M–
Data processing and AI solutions are provided for various sectors.
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Detailed competitors of Redtail Technology

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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  • Operating metrics
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Web traffic of Redtail Technology

The website of Redtail Technology (redtailtechnology.com) receives about 2.2M visits a month and ranks #21,846 among all websites worldwide, #1,399 in Investing.

  • Monthly visits
    2.2M

    ▲ 4.3% vs previous month

  • Unique visitors
    67.9K

    per month

  • Global rank
    #21,846

    among all websites

  • Category rank
    #1,399

    Finance · Investing

Similar websites

Websites whose visitors overlap most with Redtail Technology. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
orioneclipse.com
orioneclipse.com
100%
–#384,919–
myceterasmartworks.com
98%
–#554,064View details
cir2.com
cir2.com
98%
–#184,452–
holistiplan.com
97%
182.4K#106,855View details
morningstar.com
96%
12.9M#4,951View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 40 similar websites and full traffic analytics for Redtail Technology

The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.

  • 40 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Latest news on Redtail Technology

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Complete news archive for Redtail Technology

Full article history, source details, and older brand coverage require an active premium plan.

  • Full article archive
  • Source and publication date
  • Older coverage
  • Brand-specific news history

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Similar companies to Redtail Technology

10 companies that operate in the same segment as Redtail Technology (Sales Force Automation), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of AI-powered customer relationship management software
2005Cambridge, Massachusetts, United StatesUSD 100.7 MUSD 3.13 B8,250
Contact databases and sales intelligence are supplied to businesses.
2000Vancouver, Washington, United StatesUSD 32 MUSD 1.25 B3,510
Sales prospecting and engagement tools are offered to enterprises.
2011Atlanta, Georgia, United StatesUSD 246.48 M––
Cloud-based CRM and collaboration solutions are provided for enterprises.
1999San Francisco, California, United StatesUSD 52 MUSD 37.9 B76,450
Cloud and AI-based electronic signatures and contract management are provided.
2003San Francisco, California, United StatesUSD 520 MUSD 3.22 B6,840
Cloud-based business process management suite solutions are delivered.
2010San Mateo, California, United StatesUSD 872.56 MUSD 838.81 M4,400
Lead management platform with analytics and engagement tools is provided.
2015San Francisco, California, United StatesUSD 250.42 M––
Cloud and AI-based sales enablement platforms are provided for teams.
2010San Diego, California, United StatesUSD 426.5 M––
Business card management software for enterprises
2007Tokyo, Tokyo, JapanUSD 118.47 MUSD 337.55 M2,230
Meetings are scheduled via a cloud-based collaboration platform.
2013Atlanta, Georgia, United StatesUSD 351.51 M––
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Frequently Asked Questions about Redtail Technology

Redtail Technology was founded in 2003.

Redtail Technology is headquartered in Gold River, United States. It is registered at Gold River, California, United States.

Redtail Technology was founded in 2003 and is based in Gold River, United States. CRM software, imaging, and email solutions are provided for the retail sector. Features encompass integrations, email broadcasting, seminar management, lead tracking, and database migration. Products such as Speak for staff chat and client texting, along with Imaging for audit retention, are included. A subscription-based pricing model is utilized.

Redtail Technology's top competitors include HubSpot, Salesforce and Freshworks.

Redtail Technology offers CRM, Imaging, Speak, Email, and Redtail Campaigns.

Redtail Technology has 1 investor. Key investors include Orion Advisor Solutions.

Yes. Redtail Technology was acquired by Orion in April 2022.

The website of Redtail Technology receives about 2.2 million visits a month and ranks #21,846 among all websites worldwide.

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