Redtail CRM

Wealth Management TechAdvisor CRMMedium PriorityNot Contacted
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Overview

Advisor CRM system with workflow automation and client data management for financial advisors

Core Product

Advisor CRM system

Strategic Fit for DCC

High retention advisor base provides distribution channel and recurring cash flow

Integration Potential

ETF distribution via CRM workflows

Leverage Type:Advisor workflow access

Financial Profile

Estimated Revenue
$35,000,000
Valuation Range
$120M-$180M
Revenue Model
SaaS subscription
Profitability
Profitable mature SaaS
Recurring Revenue Strength
Very sticky recurring revenue

Risk Assessment

Legacy architecture risk

Company Information

Headquarters
United States
Founded
2003
Employees
~200
Geographic Focus
North America
Primary Customers
Financial Advisors

Ownership & Funding

Ownership Type
PE-backed
Last Known Funding
None disclosed

Leadership

CEO
Brian McLaughlin
Research Date
2026-02-24