Acquiring Company
Orion Advisor Solutions
Acquired Company
Redtail
OmahaFinancial ServicesSoftwareReal EstateSales And MarketingDescription
Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today the completion of its acquisition of Redtail Technology, a leading web-based client relationship management (CRM) software firm serving the wealth management industry. The union of Orion and Redtail, announced in April, is poised to transform the way advisors grow their businesses through technology and outsourced solutions. Transaction details will not be disclosed.
Quick answer
Orion Advisor Solutions is acquiring Redtail, announced June 6, 2022. Orion Advisor Solutions is based in Omaha, Nebraska, United States.
- How much did Orion Advisor Solutions pay for Redtail?
- The deal value was not disclosed.
- What does Orion Advisor Solutions do?
- Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
- Where are Orion Advisor Solutions and Redtail based?
- Orion Advisor Solutions is based in Omaha, Nebraska, United States.
- Who are the decision-makers at Orion Advisor Solutions?
- Fundz holds 1 contact at Orion Advisor Solutions. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Orion Advisor Solutions, and when
When Orion Advisor Solutions changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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Frequently asked
Who acquired Redtail?
Redtail was acquired by Orion Advisor Solutions, based in Omaha. The deal was reported on June 6, 2022. Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Orion Advisor Solutions is privately held and operates in Financial Services.
When did Orion Advisor Solutions acquire Redtail?
Orion Advisor Solutions's acquisition of Redtail was reported on June 6, 2022. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Redtail do?
Founded in 2003, Redtail is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. It is privately held.
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