Redtail CRM
Redtail is a web-based client relationship management solution for the financial advisors.
Market Share of Redtail CRM
Current Customer(s)
561
Market Share (Est.)
0.11%
Ranking
#42
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 26.53%, Salesforce CRM with 25.08%, HubSpot CRM with 5.53% market share.
Popular Comparisons
Top Competitors and Alternatives of Redtail CRM
The top three of Redtail CRM’s competitors in the CRM Platforms category are Salesforce with 26.53%, Salesforce CRM with 25.08%, HubSpot CRM with 5.53% market share.
Redtail CRM vs Salesforce
Redtail CRM vs Salesforce CRM
Redtail CRM vs HubSpot CRM
Redtail CRM vs Thryv
Redtail CRM vs Microsoft Dynamics CRM
Redtail CRM vs Odoo CRM
Redtail CRM vs Salesforce Experience Cloud
Redtail CRM vs SAP CRM
Customers of Redtail CRM
Around the world in 2024, over 561 companies have started using Redtail CRM as CRM Platforms tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| LPL Financial LLC | 5,000 - 9,999 | Woburn | Massachusetts | United States |   |
| Orion Advisor Solutions | 1,000 - 4,999 | Omaha | Nebraska | United States |   |
| Orion Advisor Services | 500 - 999 | Omaha | Nebraska | United States | |
| Collective Financial Group | 100 - 249 | Cedar Rapids | Iowa | United States | |
| Orion Portfolio Solutions | 100 - 249 | Hebron | Kentucky | United States | |
| Redtail Technology | 100 - 249 | Sacramento | California | United States | |
| Bankers Wealth Management | 100 - 249 | Madison | Wisconsin | United States | |
| Cambridge Investment Research, Inc. | 50 - 99 | Jacksonville | North Carolina | United States | |
| Chalice Network | 20 - 49 | San Diego | California | United States | |
| Independent Wealth Network, Inc. | 20 - 49 | Urbandale | Iowa | United States | |
Uncover hidden demand and identify accounts ready to buy with 6sense Intent Data.
Redtail CRM Customers by Products and Services
The top three products and services offering customers that use Redtail CRM for CRM Platforms are Financial Planning (104), Retirement Planning (98), Wealth Management (71).
Customers
Download the 6sense Chrome Extension to get verified contact data of Redtail CRM employees
Install Now
Redtail CRM Customers by Employee Size
The majority of Redtail CRM's customers for the crm-platforms category fall in the company size of 0 - 9 employees (289 companies), 20 - 49 employees (90 companies), 10 - 19 employees (58 companies).
Employee Size
Redtail CRM Customers by Geography
The top three geographies of Redtail CRM for crm-platforms are the United States with 545(97.50%), Canada with 3(0.54%), India with 3(0.54%) customers respectively.
Customers
Employees of Redtail CRM
Also see other Products/Services by Redtail CRM in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Redtail CRM competitors?
Redtail CRM’s Top competitors in the crm-platforms category are Salesforce, Salesforce CRM, HubSpot CRM. You can view a full list of Redtail CRM competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Redtail CRM and 40,000 other technologies on the internet. You can also compare Redtail CRM and its feature with top competitors here : Redtail CRM vs Salesforce Redtail CRM vs Salesforce CRM Redtail CRM vs HubSpot CRM.
What is Redtail CRM customer distribution based on company size?
What is Redtail CRM market share in the crm-platforms?
What are the top countries that use Redtail CRM?
What are the top industries that use Redtail CRM?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
Get everything in one place
Close deals faster by understanding your clients well. Know their technology stack, contract renewal date, top decision-makers, hiring trends, and top company news in one place.
Get a demoGet instant access to B2B contact data across the web
Sign Up Today
