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Redtail CRM in AI answers

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Data as of Sep 21, 2026 · Based on 3,332,371 AI responses across 10,526 prompts · See how Parse measures this

Every shift for Redtail CRM, and the week’s changes by email.

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Latest insights

  1. CompetitionWealthbox logoWealthbox is the top alternative to Redtail CRM logoRedtail CRM4 questionsView competitors→View competitors

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Competitors

Redtail CRM logoRedtail CRMredtailtechnology.com

Redtail CRM is a relationship management platform built for financial advisors to manage clients, tasks, and teams with configurable workflows. It offers 100+ integrations (including Orion, Schwab, and eMoney) and SOC 2 Type II certified secure, compliant data handling with centralized supervision. The company provides onboarding, training resources, and a free trial to support solo advisors through large firms in saving time and delivering stronger client service.

Ownership
Part ofRedtail Technology logoRedtail Technology
Redtail CRM logoRedtail CRM

Parse Score

72

#27 of 175 in Financial Advisor Practice Management Software

The market map · 5 of 100 labelled

Financial Advisor Practice Management Software →
20%50%Category leadersSpecialistsIn the mixLong tailNamed in more AI answers →Appears earlier in the answer →WealthboxRedtail TechnologyOrion Advisor So…Envestnet TamaracSalesforce

Where Redtail CRM ranks in AI

Financial Advisor Practice Management Software#27
Wealthbox logoWealthbox is the top alternative to Redtail CRM logoRedtail CRM
  • Wealthbox logoWealthboxPicked instead4 questions
  • Envestnet Tamarac logoEnvestnet TamaracPicked instead2 questions
  • RightCapital logoRightCapitalPicked instead2 questions
  • Redtail Technology logoRedtail TechnologyPicked instead1 question
  • Addepar logoAddeparPicked instead1 question

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Top cited sources

Questions

  • orion.com (opens in a new tab)14%
  • redtailtechnology.com (opens in a new tab)Owned14%
  • aldeninvestmentgroup.com (opens in a new tab)5%
  • cloudqix.com (opens in a new tab)5%
  • formslogic.com (opens in a new tab)5%

No contexts measured yet.

  • Mention rate
  • 6% · 1 engine

    Excerpts where Redtail CRM appeared in the AI's answer

    Google AI Mode · excerpt
    Redtail CRM (by Orion) : Best for established practices heavily embedded in the Orion ecosystem.