Orion Advisor Solutions Acquires Redtail Technology
June 6, 2022
Orion Advisor Solutions has agreed to acquire Redtail Technology, a web-based CRM provider for financial advisors, to embed Redtail's CRM into Orion's wealthtech platform and deliver a more integrated advisor-client technology experience. The deal, announced April 19, 2022 and completed June 6, 2022, will keep Redtail operating as a brand entity within Orion with Redtail CEO Brian McLaughlin becoming Orion's President of CRM.
- Buyers
- Orion Advisor Solutions
- Targets
- Redtail Technology
- Industry
- Software
- Location
- California, United States
- Transaction Type
- Buyout
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