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Companies using Redtail CRM

We have data on 320 companies that use Redtail CRM. The companies using Redtail CRM are most often found in United States and in the Financial Services industry. Redtail CRM is most often used by companies with 1-10 employees and 1M-10M dollars in revenue. Our data for Redtail CRM usage goes back as far as 4 years and 2 months.

If you’re interested in the companies that use Redtail CRM, you may want to check out CoreCard Software and Misys as well.

Who uses Redtail CRM?

Some of the companies that use Redtail CRM include:
Company Zywave, Inc.
Website zywave.com
Country United States
Revenue 50M-100M
Company Size 500-1000
Company Cetera Financial Group, Inc.
Website cetera.com
Country United States
Revenue 200M-1000M
Company Size 1000-5000
Company Principal Financial Group Inc
Website principal.com
Country United States
Revenue >1000M
Company Size >10000
Company AdvisorEngine, Inc.
Website advisorengine.com
Country United States
Revenue 10M-50M
Company Size 50-200

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Redtail CRM Market Share and Competitors in Banking & Finance

We use the best indexing techniques combined with advanced data science to monitor the market share of over 15,000 technology products, including Banking & Finance. By scanning billions of public documents, we are able to collect deep insights on every company, with over 100 data fields per company at an average. In the Banking & Finance category, Redtail CRM has a market share of about 0.8%. Other major and competing products in this category include:

Redtail CRM
Banking & Finance
Redtail CRM market share in Banking & Finance is about 0.75%
320
Companies using Redtail CRM
Banking & Finance
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    What is Redtail CRM?

    Redtail CRM is a web-based, full-featured and easy-to-use client management solution designed specifically for financial professionals.

    Top Industries that use Redtail CRM

    Looking at Redtail CRM customers by industry, we find that Financial Services (65%) is the largest segment.

    Companies using Redtail CRM - Distribution by industry

    Top Countries that use Redtail CRM

    95% of Redtail CRM customers are in United States.

    Redtail CRM customers by country

    Distribution of companies that use Redtail CRM based on company size (Employees)

    Of all the customers that are using Redtail CRM, a majority (68%) are small (<50 employees), 11% are large (>1000 employees) and 18% are medium-sized.

    Companies using Redtail CRM, by size (number of employees)

    Distribution of companies that use Redtail CRM based on company size (Revenue)

    Of all the customers that are using Redtail CRM, a majority (81%) are small (<$50M), 6% are large (>$1000M) and 0% are medium-sized.

    Redtail CRM clients - distribution by company revenue

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