Top Companies Using Redtail CRM

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2,108 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
Insurance
Accounting Services

1-10 of 2,108 Companies using Redtail CRM

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1
NVIDIA
Technologies used by the company: 1,463
NVIDIA, founded in 1993 and headquartered in Santa Clara, California, is a global technology company specializing in the design and manufacturing of graphics processing units (GPUs), computer hardware, and artificial intelligence computing solutions. The company develops advanced technologies for gaming, professional visualization, data centers, and automotive markets. NVIDIA's products and services power various applications, including high-performance computing, machine learning, autonomous vehicles, and cloud-based AI platforms. Read more
Additional technologies used by NVIDIA:
BlackBerry Enterprise Server
Cinema 4D
Rhinoceros
See 1,463 technologies
2
LPL Financial
Technologies used by the company: 1,072
LPL Financial Holdings is a leading U.S. wealth management firm supporting financial advisors and institutions with a full range of brokerage, advisory, and practice management services. The company provides flexible business models, investment solut ions, and technology tools designed to help advisors efficiently manage client relationships, grow their practices, and deliver comprehensive financial guidance. LPL emphasizes innovation, choice, and support in the financial advisor marketplace. Read more
Additional technologies used by LPL Financial:
GoDaddy DNS
BlackBerry Enterprise Server
Adobe Illustrator
See 1,072 technologies
3
AssuredPartners
Technologies used by the company: 383
AssuredPartners is a global insurance brokerage and risk management services organization headquartered in Orlando, Florida, United States. The company was founded in 2011 and has grown rapidly to operate a broad network of offices across the United States and internationally, including locations in the United Kingdom, Ireland, Belgium, and Scotland. It provides a wide range of insurance and risk solutions to commercial, institutional, and individual clients. AssuredPartners was acquired by Arthur J. Gallagher & Co., positioning it within one of the worlds largest insurance brokerage platforms. AssuredPartners core activities include the brokerage of property and casualty insurance, employee benefits and group coverage, personal insurance products, and related risk management consulting services. The firm operates through a partnership model that integrates independent regional insurance agencies and specialist teams, enabling tailored insurance programmes, strategic risk assessment, and client advisory services. It also engages in targeted acquisitions to expand its market reach, capability offerings, and industry expertise. The companys substantial professional workforce delivers services and solutions to a diverse client base across multiple industries, supporting risk mitigation, regulatory compliance, and continuity planning. Read more
Additional technologies used by AssuredPartners:
Adobe Illustrator
Guidewire
Microsoft Project
See 383 technologies
4
Protective
Technologies used by the company: 588
Protective Life Corporation is a leading provider of life insurance, annuity, and asset protection solutions dedicated to helping individuals and families safeguard their financial futures. Through its subsidiaries, the company delivers a broad range of products designed to support long-term security, retirement planning, and wealth preservation. Guided by a people-first philosophy, Protective emphasizes integrity, reliability, and a commitment to honoring its promises to customers, partners, employees, and communities. With a strong foundation of financial stability and a long-term strategic focus, the company combines personalized service with innovative solutions to address evolving protection needs. Headquartered in Birmingham, Alabama, Protective operates with a dynamic workforce and maintains a strong presence across key regions in the United States. As a subsidiary of Dai-ichi Life Holdings, Inc., Protective benefits from global expertise while remaining focused on delivering dependable protection and trusted service in the markets it serves. Read more
Additional technologies used by Protective:
BlackBerry Enterprise Server
MATLAB
Faxcom
See 588 technologies
5
Insperity
Technologies used by the company: 664
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. Read more
Additional technologies used by Insperity:
BlackBerry Enterprise Server
Adobe Illustrator
IBM SPSS
See 664 technologies
6
University of South Florida
Technologies used by the company: 1,063
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:
Sass
Adobe Captivate
Rapleaf
See 1,063 technologies
7
Hub
Technologies used by the company: 881
Hub International Limited is a leading global insurance brokerage and financial services firm dedicated to helping businesses and individuals achieve their goals with confidence. Headquartered in Chicago, Illinois, the company provides a comprehensiv e range of risk management, insurance, employee benefits, retirement, and wealth management solutions. Through a vast network of specialists across North America, Hub delivers tailored strategies designed to address the evolving needs of its clients in an increasingly complex and dynamic environment. Read more
Additional technologies used by Hub:
Google Webmaster
BlackBerry Enterprise Server
Adobe Illustrator
See 881 technologies
8
Apex Systems
Technologies used by the company: 2,141
Everforth Apex delivers technology services that empower organizations to navigate complex challenges and achieve lasting transformation. Guided by core values of passion, progression, and purpose, the firm collaborates with clients across a broad ra nge of markets, offering tailored solutions that blend advanced technologies and strategic insight. The organization emphasizes innovative delivery models, fostering agile integration and measurable impact for customers. With a commitment to corporate responsibility, it engages in community initiatives and strives for sustainable growth. The company's extensive footprint spans multiple regions, supporting clients through deep industry expertise and a collaborative culture that prioritizes mutual success and continuous improvement. Read more
Additional technologies used by Apex Systems:
Jinja
Rauland
SAP Ariba Sourcing
See 2,141 technologies
9
CAPTRUST
Technologies used by the company: 199
CAPTRUST is an independent investment advisory and wealth management firm providing fiduciary investment advice, portfolio management, retirement plan consulting, financial planning, risk management, endowment and foundation advisory, and family offi ce services. The firm serves individuals, families, corporations, retirement plans, and nonprofit organizations through a nationwide network of financial advisors. Read more
Additional technologies used by CAPTRUST:
DIS
Oktopost
Microsoft 365
See 199 technologies
10
Cetera Advisor Networks
Technologies used by the company: 15
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:
Amazon S3
Modernizr
Google Analytics
See 15 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 Batch Infusionsoft 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 0.68% 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, Protective, Insperity, are using the Redtail CRM technology. You can see the full list in the above results table.

How many companies are using Redtail CRM?

2108 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, Batch, Infusionsoft, are competitors of Redtail CRM. For more information,

See more information about Redtail CRM

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2,108 companies using this technology

By Redtail Technology

Top industries utilizing this technology

Best Alternatives for Redtail CRM

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Top Companies utilizing Oracle Sales Cloud

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Top Companies Using Redtail CRM

2,108 companies using this technology

By Redtail Technology

The market share of the technology in its category

Top industries utilizing this technology

Best Alternatives for Redtail CRM

Additional top technologies lists

Top Companies utilizing Pipedrive

Top Companies utilizing Oracle Sales Cloud

Top Companies utilizing Oracle CRM On Demand

Top Companies utilizing Veeva Vault CRM

Frequently Asked Questions Regarding Redtail CRM

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