Redtail Technology, Inc.


Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that the...

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About Redtail Technology, Inc.


About Us About Us
About Us

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial adviser. Redtail is bringing next-generation technology to the financial adviser to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN!

Started in 2003, Redtail is named for a redtail retriever named Tucker. Our company embodies a WYSIWYG attitude; bringing our dogs to work and building play into the workspace is a counterpoint to our professional diligence, extreme customer service and constant product advancements.​
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Rancho Cordova Area Chamber of Commerce.