CLOs on the Move

Redtail Technology

www.redtailtechnology.com

 
Redtail Technology is the leader in Web-Based Client Relationship Management solutions for the financial advisor. Redtail is bringing next-generation technology to the financial advisor to help them better manage their client base so that they can have MORE TIME, earn MORE MONEY and have MORE FUN! Started in 2003, Redtail is named for a redtail retriever named Tucker. Our company embodies a WYSIWYG attitude; bringing our dogs to work and building play into the workspace is a counterpoint to our professional diligence, extreme customer service and constant product advancements.
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

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Fidelity Investments

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients` money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we`ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That`s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.