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Redtail Technology
Redtail Technology provides CRM, compliance, imaging, and email archiving software tailored specifically for financial advisors and wealth management firms.
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Redtail Technology at a glance
Redtail Technology is a financial technology company headquartered in United States. Xcout tracks 9 named people at Redtail Technology, including Natalie Wolfsen (Chief Executive Officer).
Redtail Technology leadership
- Natalie WolfsenChief Executive Officer
- Reed ColleyPresident, Orion Advisor Technology
- Ron PruittPresident, Orion Wealth Management
- Arun AnurChief Operating Officer
- Mark MayoChief Financial Officer
- Betsy PerezChief Marketing Officer
3 more named people on record for Redtail Technology, with roles, board committees and tenure — see the full roster →
Redtail Technology competitors
A few of Redtail Technology's closest competitors — see the full list of competitors and alternatives →
Orion Advisor Technology provides an all-in-one wealth management technology platform that includes CRM, financial planning, portfolio accounting, trading, and compliance solutions for financial advisors and wealth management firms.
Smart-RIA Ventures, Inc. provides compliance management software designed for registered investment advisors (RIAs), chief compliance officers, and compliance consultants. The platform offers tools for trade monitoring, employee attestations, marketing reviews, and vendor management to help firms meet SEC and FINRA regulations.
eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
Turret Oy provides compliance infrastructure for small Registered Investment Advisor (RIA) firms with 2 to 20 employees. Its software offers email archiving and AI-powered outbound mail surveillance, website change archiving, and recordkeeping tools built to comply with Advisers Act Rules 204-2, 206(4)-1, and 206(4)-7.
FutureVault Inc. provides digital vaults and document intelligence solutions tailored for the banking, financial services, and insurance sectors.
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
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More on Redtail Technology in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- The full competitor set, tracking, exports and API access