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Redtail Technology

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Merger of top cultures - SVP Business Development Redtail Technology Employee Review

5.0
Dec 7, 2022
Recommend
CEO approval
Business Outlook

Pros

Excellent entrepreneurial spirit and the Orion Advisory Technology acquisition creates undoubtedly the most comprehensive wealth tech suite for financial advisors. integrations with all of the major wealth tech and productivity tools enable unmatched relationships within the industry.

Cons

Orion acquisition is creating some uncertainty but with Brian McLaughlin taking the role as President of Orion Advisor Technology that is likely to be shortlived.

Explore other reviews about Redtail Technology

5.0
Mar 30, 2026
Anonymous intern
Recommend
CEO approval
Business Outlook

Pros

Good company good product team

Cons

I dint know i need salary data

5.0
Apr 12, 2024
Recommend
CEO approval
Business Outlook

Pros

Plenty of room for advancement if you do all of the required trainings. Pretty decent pay. Ok benefits (not great, but still good) You get vacation in your bank as you earn it, you do not have to wait for an anniversary. Somewhat flexible schedule. Everyone is really friendly and willing to help. OT is available if you want it, but they have a cap on what is allowed, because they care about your work/life balance

Cons

It is a call center job, you do get callers that talk to you sideways. It is easy to get a coaching for mistakes, but they really only effect how or when you get promoted.

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