Company profile: Redtail Technology
1.1 - Company Overview
Company description
- Provider of a cloud-based CRM for financial advisors to communicate with clients while remaining compliant with record-keeping rules. Offers Redtail CRM to manage interactions, automate workflows, and integrate with industry tools; Redtail Imaging for secure document management; Redtail Email to streamline communication and track email history; Redtail Speak for compliant texting; Suite Sync to sync email history, calendars, and contacts with Office 365; and Redtail University training.
Products and services
- Redtail CRM: Cloud-based platform enabling financial advisors to manage client interactions, automate workflows, integrate with other industry tools, and communicate with clients while remaining compliant with record-keeping rules
- Suite Sync: Integrated connector linking Redtail CRM and Office 365 to synchronize email history, calendars, and contacts, ensuring seamless data synchronization between systems
- Redtail Speak: Compliant messaging platform enabling financial advisors to communicate with clients via text messages and chat while aligning communication channels with record-keeping requirements.
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Redtail Technology
FindThatLead
HQ: United States
Website
- Description: Provider of an email discovery and professional search platform that helps users connect with people that matter using a self-developed search engine to find professionals by job description, location, skills, and years of experience, complemented by a Chrome-based browser extension.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Salentica
HQ: United States
Website
- Description: Provider of integrated CRM solutions for RIAs, family offices, trust companies, advisors and wealth managers on Microsoft Dynamics and Salesforce, delivering software, deployment, training and support. Products include Salentica Engage and Elements, Data Broker for rapid integrations and real-time custodian/financial planning data within those CRMs, and Modestspark, a secure client engagement portal.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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LevelJump
HQ: Canada
Website
- Description: Provider of sales onboarding and training software for high-growth SaaS companies, enabling consistent, scalable onboarding programs and aligning training to sales outcomes in Salesforce to reduce ramp time for new sales hires, featuring a quick program builder inside Salesforce and coaching rooms plus just-in-time coaching tips.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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iCentera
HQ: United States
Website
- Description: Provider of on-demand, web-based sales enablement portal software (SaaS) that increases sales revenue via marketing, sales and customer messaging, enabling business users to quickly create intranet sales portals, extranet channel partner portals, and customer portals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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NoteNinja
HQ: United States
Website
- Description: Provider of a meeting and conversation intelligence platform for B2B sales and service teams, delivering game-film of organizational conversations to enable easier training, coaching, feedback, and knowledge transfer across teams, helping organizations surface and leverage insights.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Redtail Technology
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Redtail Technology
2.2 - Growth funds investing in similar companies to Redtail Technology
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4 - Top valuation comps for Redtail Technology
4.2 - Public trading comparable groups for Redtail Technology
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