4.4/5
G2 rating
Users praise ease of use
Report
Should I Use Redtail Technology?
The #1 CRM for financial advisors
Depends
DependsBuy if you run a financial advisory firm and want a purpose-built, affordable CRM.
Affordable, popular advisor CRM — but two breaches (2019, 2026) exposed client SSNs.
Confidence: Medium
$39/user/mo
Starting price
Up to ~$65/user/mo
Yes
Free trial
New users only
Orion Advisor Solutions
Owner
Acquired April 2022
Value for money
4
$39/user/month is cheap for advisor-specific CRM
Ease of use
4
G2 reviewers consistently praise ease of use
Feature depth
4
Workflows, automations, texting, document vault, integrations
Security posture
1
Breaches in 2019 and 2026; SSNs exposed; litigation
Pros
Cons
Gotchas
- highTwo breaches (2019, 2026) exposed client SSNs; class-action litigation is ongoing.
- mediumOrion-owned since 2022; roadmap and value increasingly tied to Orion's ecosystem.⁶
- mediumGuess: CRM migrations are painful; exporting workflows and history is rarely clean.⁵
- lowPer-user pricing ($39–$65) adds up as your advisory team grows.²
Best for
- RIA and financial advisory firms
- Compliance-driven advisor teams
- Firms already on the Orion platform
- Advisors wanting built-in workflows and client texting
Not for
- Sales teams outside financial services — it's advisor-specific
- Solo users who just need a simple contact list
- Buyers who can't tolerate a vendor with two breaches on record
- Anyone wanting a free tier — trial only, then paid
Companies that use it
- Heron Wealth
Pricing
Redtail CRM
$39–$65/user/month
- Client management and workflows
- Automations and Redtail Speak texting
- Document vault and email archiving
Security
Poor track record: client-data breaches in 2019 and 2026, SSNs reportedly exposed, class-action pending.
- 2019 data breachBreach may have exposed personal client data of advisors' clients.⁷
- 2026 data breachUnauthorized third party gained temporary access; SSNs reportedly exposed.⁸
- Class-action lawsuitData breach lawsuit investigation over exposed client information.⁹
- State AG notification (July 2026)Breach notification letter filed with the New Hampshire Attorney General.
What users say
Advisors rate it highly (4.4/5 on G2) and consistently praise ease of use.
“We use Redtail Technology for our CRM.”
Alternatives
Compare Redtail Technology with each alternative.
Wealthbox
Leading Redtail competitor; simpler, modern advisor CRM.
Redtail Technology vs WealthboxHubSpot CRM
Free tier; better for non-advisor sales teams.
360 View CRM
Enterprise-grade alternative for larger advisory firms.
Google Sheets
Free option if you just need a contact list.
Full analysis
Based on ~30 public sources: G2/Capterra reviews, breach notifications, acquisition coverage, and vendor pages. Some quotes truncated in source snippets.
Sources
review
- Redtail CRM Review 2026: Pricing, Pros & Conssoftbliq.comreview
- Redtail CRM Review 2026: Pricing, Pros and Conssmartasset.comreview
- Redtail CRM Pricing, Reviews & Featurescapterra.comreview
- The #1 CRM for Financial Advisorsredtailtechnology.comofficial
- Orion to Acquire Redtail Technologybusinesswire.comnews
- Redtail CRM data breach exposes personal client datainvestmentnews.comsecurity
- Redtail Technology Data Breach Exposes SSNsclaimdepot.comsecurity
- Redtail Technology Data Breach Lawsuitclassactionu.orgsecurity
- Redtail Speakredtailtechnology.comofficial
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