Redtail Technology Company Cyber Security Posture
redtailtechnology.comRedtail Technology, Inc. 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!
Redtail Technology Company Details
redtail-technology
70 employees
7721
52
Financial Services
redtailtechnology.com
Scan still pending
RED_1071815
In-progress
Redtail Technology Risk Score (AI oriented)Between 800 and 900
This score is AI-generated and less favored by cyber insurers, who prefer the TPRM score.
Redtail Technology Global Score.png)
Redtail Technology Company Scoring based on AI Models
| Model Name | Date | Description | Current Score Difference | Score |
|---|---|---|---|---|
| AVERAGE-Industry | 03-12-2025 | This score represents the average cybersecurity rating of companies already scanned within the same industry. It provides a benchmark to compare an individual company's security posture against its industry peers. | N/A | Between 800 and 900 |
Redtail Technology Company Cyber Security News & History
| Entity | Type | Severity | Impact | Seen | Url ID | Details | View |
|---|---|---|---|---|---|---|---|
| Redtail Technology | Data Leak | 85 | 3 | 05/2019 | RED23620323 | Link | |
Rankiteo Explanation : Attack with significant impact with internal employee data leaksDescription: Redtail Technology notified Some financial advisors who use their client relationship management software that they may have had their clients’ personal data exposed on the internet. The client relationship software provider told affected advisors that the data was temporarily available to anyone on the internet but affected less than 1% of Redtail’s clients. The data compromised included clients’ names, physical addresses, dates of birth, and Social Security numbers. Redtail has offered affected investors free access to a Symantec product for credit and identity theft monitoring and remediation to make up for the exposure. | |||||||
Redtail Technology Company Subsidiaries
Redtail Technology, Inc. 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!
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Redtail Technology Cyber Security News
Redtail CRM data breach exposes personal client data
A data breach may have exposed personal client information that advisers store on Redtail Technology's client relationship management ...
Orion Enhances its Unified, Flexible Advisor Platform with New Tech Upgrades
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors ...
Redtail Founder, Orion Tech Exec Brian McLaughlin Steps Down
Brian McLaughlin, who co-founded customer relationship management (CRM) software developer Redtail Technology in 2003, is stepping down from his ...
Redtail CRM Review: Features, Pricing, Pros and Cons
Redtail CRM serves as a good CRM solution for financial professionals. Its features, integrations, and user interface are average.
Redtail Technology’s Data Breach
A technical error captured client data including names, addresses and Social Security numbers and put it into a file anyone on the internet ...
Wealthtech Roundup: Smarsh, Orion, Dynasty, BetaNXT, COMPLY, FMG And Ritholtz
Wealthtech Roundup: Smarsh, Orion, Dynasty, BetaNXT, COMPLY, FMG And Ritholtz · BetaNXT CTO: Don't Rush Your AI – Plan The Long Game · Regtech ...
Redtail CRM Review: Features, Pros And Cons
Redtail CRM is a simple, user-friendly and intuitive tool developed especially for financial advisors and those in the financial services ...
RIA in a Box, Morningstar Team With Fintech Firms to Assist Advisors: Tech Roundup
The new Path to Independence Promotion will enable advisors who partner with RIA in a Box to register a new RIA to use cloud-based technology ...
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Frequently Asked Questions
Explore insights on cybersecurity incidents, risk posture, and Rankiteo's assessments.
Redtail Technology CyberSecurity History Information
How many cyber incidents has Redtail Technology faced?
Total Incidents: According to Rankiteo, Redtail Technology has faced 1 incident in the past.
What types of cybersecurity incidents have occurred at Redtail Technology?
Incident Types: The types of cybersecurity incidents that have occurred incident Data Leak.
How does Redtail Technology detect and respond to cybersecurity incidents?
Detection and Response: The company detects and responds to cybersecurity incidents through third party assistance with Symantec and remediation measures with Free access to a Symantec product for credit and identity theft monitoring and remediation and communication strategy with Notified affected advisors.
Incident Details
Can you provide details on each incident?
Incident : Data Exposure
Title: Redtail Technology Data Exposure Incident
Description: Redtail Technology notified some financial advisors who use their client relationship management software that they may have had their clients’ personal data exposed on the internet. The data compromised included clients’ names, physical addresses, dates of birth, and Social Security numbers. Redtail has offered affected investors free access to a Symantec product for credit and identity theft monitoring and remediation to make up for the exposure.
Type: Data Exposure
What are the most common types of attacks the company has faced?
Common Attack Types: The most common types of attacks the company has faced is Data Leak.
Impact of the Incidents
What was the impact of each incident?
Incident : Data Exposure RED23620323
Data Compromised: names, physical addresses, dates of birth, Social Security numbers
Identity Theft Risk: True
What types of data are most commonly compromised in incidents?
Commonly Compromised Data Types: The types of data most commonly compromised in incidents are Personally Identifiable Information.
Which entities were affected by each incident?
Incident : Data Exposure RED23620323
Entity Type: Software Provider
Industry: Technology
Customers Affected: Less than 1% of Redtail’s clients
Response to the Incidents
What measures were taken in response to each incident?
Incident : Data Exposure RED23620323
Third Party Assistance: Symantec
Remediation Measures: Free access to a Symantec product for credit and identity theft monitoring and remediation
Communication Strategy: Notified affected advisors
How does the company involve third-party assistance in incident response?
Third-Party Assistance: The company involves third-party assistance in incident response through Symantec.
Data Breach Information
What type of data was compromised in each breach?
Incident : Data Exposure RED23620323
Type of Data Compromised: Personally Identifiable Information
Sensitivity of Data: High
Personally Identifiable Information: True
What measures does the company take to prevent data exfiltration?
Prevention of Data Exfiltration: The company takes the following measures to prevent data exfiltration: Free access to a Symantec product for credit and identity theft monitoring and remediation.
References
Where can I find more information about each incident?
Incident : Data Exposure RED23620323
Source: Redtail Technology
Where can stakeholders find additional resources on cybersecurity best practices?
Additional Resources: Stakeholders can find additional resources on cybersecurity best practices at and Source: Redtail Technology.
Investigation Status
How does the company communicate the status of incident investigations to stakeholders?
Communication of Investigation Status: The company communicates the status of incident investigations to stakeholders through was Notified affected advisors.
Stakeholder and Customer Advisories
Were there any advisories issued to stakeholders or customers for each incident?
Incident : Data Exposure RED23620323
Customer Advisories: Notified affected advisors
What advisories does the company provide to stakeholders and customers following an incident?
Advisories Provided: The company provides the following advisories to stakeholders and customers following an incident: was Notified affected advisors.
Post-Incident Analysis
What is the company's process for conducting post-incident analysis?
Post-Incident Analysis Process: The company's process for conducting post-incident analysis is described as Symantec.
Additional Questions
Impact of the Incidents
What was the most significant data compromised in an incident?
Most Significant Data Compromised: The most significant data compromised in an incident were names, physical addresses, dates of birth and Social Security numbers.
Response to the Incidents
What third-party assistance was involved in the most recent incident?
Third-Party Assistance in Most Recent Incident: The third-party assistance involved in the most recent incident was Symantec.
Data Breach Information
What was the most sensitive data compromised in a breach?
Most Sensitive Data Compromised: The most sensitive data compromised in a breach were names, physical addresses, dates of birth and Social Security numbers.
References
What is the most recent source of information about an incident?
Most Recent Source: The most recent source of information about an incident is Redtail Technology.
Stakeholder and Customer Advisories
What was the most recent customer advisory issued?
Most Recent Customer Advisory: The most recent customer advisory issued was was an Notified affected advisors.
What Do We Measure?
Every week, Rankiteo analyzes billions of signals to give organizations a sharper, faster view of emerging risks. With deeper, more actionable intelligence at their fingertips, security teams can outpace threat actors, respond instantly to Zero-Day attacks, and dramatically shrink their risk exposure window.
These are some of the factors we use to calculate the overall score:
Identify exposed access points, detect misconfigured SSL certificates, and uncover vulnerabilities across the network infrastructure.
Gain visibility into the software components used within an organization to detect vulnerabilities, manage risk, and ensure supply chain security.
Monitor and manage all IT assets and their configurations to ensure accurate, real-time visibility across the company's technology environment.
Leverage real-time insights on active threats, malware campaigns, and emerging vulnerabilities to proactively defend against evolving cyberattacks.
