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Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.

B2B
Data Storage
Finance
Storage

Overview

Location

Sacramento

Founded

2003

Employees

65

Stage

Acquired

Total funding

$3M

Last funding

9 years ago

Acquisitions

0

Growth score

121

Mindshare score

90

Scoring

Deals

$4.2K Seed

Jul 17, 2009

$3.0M Series A

Venture Capital Fund of New England

Nov 7, 2003

Employee Growth

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Mobile

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Key People

Director of Sales
Lead Subject Matter Expert
CRM Support Team Lead
Customer Service Manager
Human Resources Manager
Sales Advisor
Software Developer
Customer Support Specialist
Data Transitions Manager
Customer Experience - Team Lead
Onboarding Specialist
Business Process Analyst
Onboarding Training Specialist
Support Representative
Onboarding Specialist
Customer Experience Specialist
Admin Assistant
Data Analyst
Partner Relationship Manager

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