AdvisorCRM
7.6#7 in financial services crm softwareFrom $59 a monthFree planAndroidWebAPI
VisitAdvisorCRM vs Redtail CRM
Redtail CRM
7.7#2 in financial advisor softwareAndroidiOSWebAPI
VisitWhat both publish
| Fact | AdvisorCRM | Redtail CRM |
|---|---|---|
| Company founded | LinkedIn lists AdvisorCRM as founded in 2024. | LinkedIn lists 2003 as Redtail Technology's founding year. |
| Company headquarters and size | LinkedIn lists the company headquarters as Dallas, Texas, and its size as 2–10 employees. | LinkedIn lists Sacramento, California as headquarters and company size as 51–200 employees. |
| Company legal name | The privacy policy identifies AdvisorCRM.com as doing business as Elements Innovation Technologies LLC. | LinkedIn identifies the company as Redtail Technology, Inc. |
| Company ownership | LinkedIn describes AdvisorCRM as privately held. | G2 describes Redtail as a brand entity of Orion Advisor Solutions since June 2022. |
| Integrations | Listed connections include Google Suite, Microsoft Suite, Nitrogen Wealth, Zoom, DocuSign, Charles Schwab, Calendly, Egnyte, SmartData, and Typeform. | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. |
| License | The public materials describe a hosted commercial service and do not state an open-source license; the product is not presented as open source. | Redtail CRM is a commercial subscription product and its public API requires agreement to API terms; the reviewed pages do not present it as open source or name an open-source license. |
| Rating on Google Play | No user rating or review count is displayed on the opened Google Play listing; it shows 1+ downloads. | 3.5 out of 5 from 225 reviews |
AdvisorCRM plans
- Core CRMFree
- Workflows & AI$59 a month
- Performance Reporting$97 a month
- Trading & Billing$499 a month
- Compliance SuitePriced on request
- EnterprisePriced on request
Redtail CRM plans
- Launch$39 a year
- Growth$59 a year
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
Pick AdvisorCRM if…
AdvisorCRM is intended for financial advisors who want client, portfolio, meeting, and back-office tools in one cloud platform. Its free Core CRM plan may suit teams of up to three users with manual meeting-note uploads.
Pick Redtail CRM if…
It suits advisers and teams looking for a CRM with pipeline visibility, email sync, and marketing automation. Larger teams and advisor networks can consider the customizable Enterprise plan.