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Orion Advisor Solutions to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

We’re thrilled to announce our agreement to acquire Redtail Technology, a web-based client relationship management (CRM) software for financial services firms.

Founded in 2003, Redtail helps advisors better manage their client base by providing differentiated client experiences while freeing them to devote more time to managing client portfolios and relationships. Orion is eager to combine Redtail’s highly regarded CRM software with our fully integrated, end-to-end wealthtech platform to provide clients with a single connected experience that furthers Orion’s core mission to empower financial advisors to Prospect, Plan, Invest and Achieve.

The transaction is expected to close in the second quarter of 2022, following the completion of customary closing conditions, including regulatory clearances. Post-close, our combined technology platform experience is expected to come to market quickly as APIs and deep integrations are already in place.

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Learn how Orion and Redtail can help advisors efficiently grow their firms and provide differentiated client experiences once the transaction is complete.

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Check out the resources below for more information on what this transaction means for you, your firm, and your clients.

Orion + Redtail Announcement In the News

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April 19, 2022 | InvestmentNews

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April 19, 2022 | FinancialPlanning

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April 19, 2022 | ThinkAdvisor

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April 19, 2022 | CityWire

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