At Redtail, our Sales team isn’t just here to answer questions. They’re here to build relationships with you, and to help you build stronger ones with your clients. 

Every member of our Sales team is trained specifically for the financial services space, so they understand the unique challenges advisors face. Whether you’re exploring Redtail for the first time or looking to expand how you use it, they’re ready to help you find the right solutions for your firm. 

We’re not about high-pressure pitches. We’re about partnership. That means taking the time to understand your needs, offering thoughtful suggestions, and making sure you walk away with tools that actually support the way you work. 

Have questions? Curious about features, pricing, or how Redtail fits with your tech stack? Our Sales team is ready when you are with real answers, real people, and a real commitment to your success.