Redtail Technology
Redtail Technology provides cloud-based customer relationship management (CRM) and related workflow tools tailored for financial advisors and wealth management firms, helping them manage client data, compliance documentation, and communications. The company generates revenue through subscriptions to its CRM platform and complementary products such as imaging, email archiving, and integrations with financial planning and custodial systems.
- Sales CRM
- Revenue
- $30.0M
- Employees
- 200
- Founded
- 2003
- Headquarters
- Sacramento, United States of America
What 9 Arbolus experts think of Redtail Technology
NPS scores cluster in the 7-10 range, with a slight concentration at 8, suggesting generally positive customer sentiment. Most customers report use for more than 1 year, indicating strong stickiness and platform entrenchment. Renewal intent is underreported, but where provided, is marked as 'Not Sure,' highlighting an area for further investigation. Core themes include consistent moderate-to-high satisfaction and robust platform adoption.Overall Customer Sentiment: Positive
Who reviewed Redtail Technology
- C-Suite 89% (8)
- Director 11% (1)
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Sentiment
11 Net Promoter Score, from 9 scored reviews- Promoters 2
- Passives 6
- Detractors 1
Cumulative NPS by month
-1 over 6 months- Jan 9
- Feb 8
- Jun 7
- Jul 8
- Aug 8
- Sep 8
Net Promoter Score across 2 reviews, accumulated up to each month. Category median 20 across 2 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 0%Plan to renew, by seniority
- 0% 1 answer
- 0% 1 answer
- 8.5/10 Average score from undecided customers
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