Orion To Acquire Redtail Technology, A Web-Based Crm For Financial Advisors
04/19/22, 7:01 PM
Location
omaha
Industry
real estate
sales and marketing
financial services
software
Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to acquire Redtail Technology, a leading web-based client relationship management (CRM) software firm serving the wealth management industry. Together, the two firms are poised to transform the way advisors scale their businesses through technology and outsourced solutions, enabling them to focus on client service and maintain their competitive edge.
Company Info
Location
Omaha, Nebraska, United States
Company info
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.