Companies using Redtail CRM by Redtail Technology, Inc. in 2025
As of 2025, 1,750 verified companies use Redtail CRM – across industries, company sizes, and geographies. This is real, verified data. Whether you’re looking to analyze the market, build a target list, or get a sales edge – this is your starting point.
What is Redtail CRM by Redtail Technology, Inc.?
Redtail CRM by Redtail Technology is a comprehensive CRM solution designed specifically for financial advisors. It provides tools for managing client relationships, tracking interactions, and automating workflows to improve efficiency and enhance client service. It is mainly used by wealth management firms, financial planning companies, and insurance agencies, specifically within their client service, operations, and sales departments.
Last updated date
August 17, 2025
Number of Companies using
1,750
The majority are based in the
United States
Most common industry?
Finance
Redtail CRM’s sample user list in 2025
Company Name
Country
Industry
Employees
Revenue
Product
We have data on 1,750 companies that use Redtail CRM. Our Redtail CRM customers list is available for download and comes enriched with vital company specifics, including industry classification, organizational size, geographical location, funding rounds, and revenue figures, among others.
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Redtail CRM users and customers by country
United States
Australia
2.6K Companies
Italy
2.6K Companies
Pakistan
2.6K Companies
Spain
2.6K Companies
Where Redtail CRM Shows Up Most
Redtail CRM is used across a wide range of sectors:
Finance
Investment Banking
Business Services
HR & Staffing
Lending & Brokerage
From lean startups to global enterprises, Redtail CRM’s footprint is wide, and that means opportunity.
Tech Stack Database
How It Works
It’s everything you wish outbound was—automated, precise, and scalable.
- Landbase finds and qualifies your ideal prospect data automatically
- Landbase deploys specialized AI agents to generate and run high-converting campaigns
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- Your pipeline fills up. You get to focus on strategy, not busywork.
Trusted by High-Performing GTM Teams
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- Built for SDRs, AEs, RevOps, and GTM Leaders
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FAQs
Contact UsHow latest this data is?
This data is updated on August 17, 2025
What is Redtail CRM?
Redtail CRM by Redtail Technology is a comprehensive CRM solution designed specifically for financial advisors. It provides tools for managing client relationships, tracking interactions, and automating workflows to improve efficiency and enhance client service.
How many companies are using Redtail CRM in 2025?
As of 2025, there are 1,750 verified companies using Redtail CRM.
What types of companies use Redtail CRM?
Redtail CRM is mainly used by wealth management firms, financial planning companies, and insurance agencies.
Which departments within these companies use Redtail CRM?
Redtail CRM is specifically used within client service, operations, and sales departments.
In which country is Redtail CRM most popular?
Redtail CRM is most popular in the United States.