AIRANKS — The Authoritative Rankings for AI Web Content

AIRANKS measures AI visibility: we ask AI models real product and service questions, capture the complete answers as immutable observations, and publish what they contain — which brands were mentioned, which domains were cited, and which exact pages were linked. Every domain gets an AIR score from 1–10 (a decile of visibility in the active dataset; 0 means insufficient data), with the methodology in the open.

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AIRVER. FIGHTING — 2026

Artificial Intelligence Rankings
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Domain Report

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redtailtechnology.com

AIR 10

2 phrases · 6 brands · 471 citations

What the AI Says

On August 14, 2026, the AI reported to us the following summary of this site:

RedtailTechnology.com is primarily a business and product website for Redtail, a cloud-based customer relationship management (CRM) and communications platform designed for financial professionals. Its stated purpose is to help financial advisors, advisory teams, operations staff, broker-dealers, and enterprise firms organize client information, automate workflows, manage communications, and support regulatory compliance. The site promotes a 30-day CRM trial, sales consultations, onboarding, training, support, and related resources rather than functioning mainly as an independent information site. (redtailtechnology.com (redtailtechnology.com)) The website serves a clearly defined niche: financial-services technology, specifically software for registered investment advisors, wealth-management firms, broker-dealers, and related advisory organizations. Its central brand is Redtail, with products including Redtail CRM, Redtail Speak for compliant text messaging, Redtail Imaging for document management, and Redtail Email for email archiving and supervision. It also highlights integrations or relationships involving Orion, Schwab, eMoney, Zapier, Morningstar, Mailchimp, Broadridge, Osaic, Kestra Financial, and United Planners, among many other industry partners. (redtailtechnology.com (redtailtechnology.com)) The organization behind the site is Redtail Technology, which the company’s corporate history identifies as founded in 2003 by Brian McLaughlin and Andy Hernandez. That history also states that Orion acquired Redtail in April 2022 and that Redtail became a brand entity of Orion. The site’s legal materials likewise identify Redtail and Orion entities as affiliated organizations and describe the services as intended for investment professionals rather than private investors. (corporate.redtailtechnology.com (corporate.redtailtechnology.com)) Overall, the site is best categorized as a financial-advisor technology company website and promotional platform, supplemented by an educational and customer-resource center. Its blog covers advisor workflows, client service, technology integrations, product releases, and practice-management topics, while its training, knowledge-base, onboarding, and support sections help existing users. The likely audience is financial advisors and their staff—especially independent advisors, RIAs, broker-dealers, operations teams, compliance personnel, and larger advisory enterprises evaluating or already using Redtail. Individual blog authors or a distinct editorial organization were not clearly verifiable from the reviewed pages. (redtailtechnology.com (redtailtechnology.com))

Recent Observations

AI-Assist Files

checked 8/14/2026

Phrases Citing redtailtechnology.com

Brands Ranked Alongside

  • 469Salesforce
  • 460Wealthbox
  • 459Redtail
  • 424Practifi
  • 170AdvisorEngine
  • 64Zoho