Trust
Security & compliance
The vendor hasn’t added security or compliance details yet.
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Pricing
Starts at $39/user/mo
Founded
2003
Team size
51-200 employees
Headquarters
Sacramento, CA
At a glance
Best for
Solo / freelancer, Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Tiered plans
Try before you buy
Integrates with
OrionSchwabeMoney100+ Industry Tools
About Redtail CRM
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: Yes
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Solo / freelancerStartup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
Redtail CRM
Redtail CRM doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
Want a negotiated price? Request a quote for Redtail CRM and Cubbie routes it to the vendor and our procurement team.
