A breakdown of the 946 companies running Redtail CRM.
Top industries
Financial services779
Professional and business services46
Information technology and services12
Education and training7
Industrial and manufacturing5
Media and telecommunications4
Construction and building3
Health and wellness3
No industry recorded: 72
Company size
1–10235 (30%)
11–50280 (36%)
51–250200 (25%)
251–50038 (5%)
501–1,0006 (1%)
1,001–5,00016 (2%)
5,001–10,0002 (<1%)
10,001+8 (1%)
Share of companies with a recorded size, by employees.
No size recorded: 161
One dataset. Four ways to sell.
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Competitor displacement
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Market insights
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Frequently asked questions
About the Redtail CRM data on this page.
How many companies use Redtail CRM?
Firmable holds confirmed Redtail CRM detections for 946 distinct companies, 651 of them confirmed in the last 90 days. A company is counted once however many of its properties run it.
Which companies use Redtail CRM?
NewEdge Wealth, Krilogy and NewEdge Capital Group are among the most prominent in the current set.
What industries use Redtail CRM?
Financial services, professional and business services and information technology and services lead the set, across 17 industries in total.
What size companies use Redtail CRM?
Adoption concentrates in the 11-50 employee band, across the companies whose size is recorded.
Where are Redtail CRM users based?
The United States, Australia, Canada and the Philippines account for most detections, across 13 countries.
How current is this data?
651 companies were confirmed in the last 90 days. Last detection 13 October 2026.