Top Companies Using Redtail CRM

Filter Companies By

You're signed out.

1,595 companies using this technology

By Redtail Technology

Redtail CRM is a web-based client management solution designed specifically for financial professionals.

Top industries utilizing this technology

Finance
Investment Banking
Business Services
HR & Staffing
Insurance

1-10 of 1,595 Companies using Redtail CRM

Sort companies by

Revenue

1
NVIDIA
Technologies used by the company: 1,439
Founded in 1993, NVIDIA is an AI computing company. The company is headquartered in Santa Clara, California.
Additional technologies used by NVIDIA:
Apple MacBook Pro
Digital River
See 1,439 technologies
2
LPL Financial
Technologies used by the company: 1,037
LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of brokerage and investment advisory services to independent financial advisors in the United States. Its brokerage offerings include variable and fixed annu ities, mutual funds, equities, alternative investments such as non-traded real estate investment trusts and business development companies, retirement and 529 education savings plans, fixed income, and insurance. The companys fee-based platforms provide access to mutual funds, exchange-traded funds, stocks, bonds, certain option strategies, unit investment trusts, and institutional money managers and no-load multi-manager variable annuities. In addition, it offers cash sweep programs; and retirement solution, a commission and fee-based service that allows advisors to provide brokerage services, consultation, and advice to plan sponsors. Further, the company provides other services comprising tools and services that enable advisors to maintain and grow their practices; and custodial services to trusts for estates and families. It offers its services to approximately 14,000 independent financial advisors, including financial advisors at approximately 700 financial institutions. The company was formerly known as LPL Investment Holdings Inc. and changed its name to LPL Financial Holdings Inc. in June 2012. LPL Financial Holdings Inc. was founded in 1968 and is based in Boston,... Read more
Additional technologies used by LPL Financial:
Linux
Android OS
See 1,037 technologies
3
AssuredPartners
Technologies used by the company: 342
AssuredPartners, headquartered in Lake Mary, Florida, is an insurance brokerage firm providing risk management and insurance solutions for businesses and individuals across the United States, specializing in property, casualty, and health insurance.
Additional technologies used by AssuredPartners:
DigiCert
Team Leads
See 342 technologies
4
Insperity
Technologies used by the company: 687
Insperity, Inc. engages in the provision of human resources (HR) and business solutions to improve business performance for small and medium-sized businesses primarily in the United States. It offers its HR services through its workforce optimization and workforce synchronization solutions that include a range of human resources functions, such as payroll and employment administration, employee benefits, workers' compensation, government compliance, performance management, and training and development services. The company also provides Insperity Premier, a cloud-based human capital management platform that offers professional employer organization HR outsourcing solutions to its clients; people management services; and employer liability management services, as well as solutions for middle market. In addition, it offers MarketPlace, an e-commerce portal that offers a range of products and services; and Workforce Acceleration, a human capital management and payroll services solution; integrated payroll; benefits administration; HR administration and employee onboarding; time and attendance; performance management; reporting and analytics; recruiting; employment screening; retirement; and insurance services. Insperity, Inc. was founded in 1986 and is headquartered in Kingwood, Texas. Read more
Additional technologies used by Insperity:
DoubleClick
EMC Isilon
Daily
See 687 technologies
5
University of South Florida
Technologies used by the company: 978
Headquartered in Tampa, Florida, University of South Florida is a public research university that consists of 3 different institutions: USF, USF St. Petersburg and USF Sarasota-Manatee.
Additional technologies used by University of South Florida:
Mode
SOASTA
See 978 technologies
6
Hub International
Technologies used by the company: 802
Founded in 1998, Hub International is an insurance brokerage company that provides property casualty, risk management, life and health, reinsurance, employee benefits services and more. Hub International is headquartered in Chicago, Illinois.
Additional technologies used by Hub International:
minecast
Prove (formerly Payfone)
See 802 technologies
7
Cetera Advisor Networks
Technologies used by the company: 14
Founded in 2010 and headquartered in El Segundo, CA, Cetera Advisor Networks LLC is an independent broker-dealer and registered investment adviser firm that utilizes a unique regional director model to support financial advisors through the entire li fe cycle of their business. As part of Cetera Financial Group, a network of independent retail broker-dealers, Cetera Advisor Networks is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of financial professionals Read more
Additional technologies used by Cetera Advisor Networks:
Google Universal Analytics
jQuery
AWS Web Hosting
See 14 technologies
8
Kestra Financial
Technologies used by the company: 175
Kestra Financial provides a financial services platform for financial professionals. Kestra Financial is headquartered in the "Silicon Hills" of Austin, Texas and was founded in 1997.
Additional technologies used by Kestra Financial:
Databricks
Bench
Java
See 175 technologies
9
Orion Advisor Solutions
Technologies used by the company: 187
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Read more
Additional technologies used by Orion Advisor Solutions:
ADP
Apache Apex
Ivanti
See 187 technologies
10
Community Bank
Technologies used by the company: 265
Community Bank, headquartered in DeWitt, New York, is a full-service bank that offers consumer, business, and financial services.
Additional technologies used by Community Bank:
Lotame
Microsoft Outlook
See 265 technologies

Best Alternatives for Redtail CRM

Usage statistics of alternative technologies to Redtail CRM, based on Zoominfo's comprehensive dataset

Salesforce Microsoft Dynamics CRM Hubspot CRM Infusionsoft Batch Redtail CRM

Additional top technologies lists

See additional lists of companies utilizing top technologies, ranked by revenue, size, and funding.

Frequently Asked Questions Regarding Redtail CRM

What is the Redtail CRM technology?

Redtail CRM is a web-based client management solution designed specifically for financial professionals. For more information,

What is Redtail CRM technology’s market share?

Redtail CRM market share is 0.46% out of all the technologies in the same category.

What companies are using Redtail CRM?

From the data gathered in Zoominfo, NVIDIA, LPL Financial, AssuredPartners, Insperity, University of South Florida, are using the Redtail CRM technology. You can see the full list in the above results table.

How many companies are using Redtail CRM?

1595 companies are using Redtail CRM.

Which industries do companies commonly use Redtail CRM for their needs?

Companies in Finance, Investment Banking, Business Services commonly use Redtail CRM.

What are the best alternatives for Redtail CRM?

According to Zoominfo’s data Salesforce, Microsoft Dynamics CRM, Hubspot CRM, Infusionsoft, Batch, are competitors of Redtail CRM. For more information,

See more information about Redtail CRM