Announced
Financials
Sources
Tags
Pending
Private
software development
Acquisition
Single Bidder
client relationship management
Software
United States
Friendly
Domestic
Majority
Synopsis
Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, agreed to acquire Redtail Technology, a web-based client relationship management software firm. Financial terms were not disclosed. "This acquisition presents a game-changing opportunity for growth-focused independent advisors, as it will make our robust tech stack ecosystem even more valuable. Redtail has long been a valued technology integration partner to Orion, and we share a core value of being committed to serving independent advisors," Eric Clarke, Orion Founder and CEO.
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