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Financial Planning > UHNW Client Services > Family Office News

Redtail Readies New Atlanta Headquarters, Boosts Hiring

By Michael S. Fischer

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Redtail Technology, which provides client relationship management solutions for financial services firms, announced Thursday that it will locate its newly established East Coast headquarters in Atlanta.

The 12,800 square-foot office, located in the Ellsworth Office Lots in West Atlanta’s tech and creative hub, will provide capacity for future growth as the company prepares to more than double its customer service team.

“Expanding into Atlanta is a huge opportunity for Redtail, and we couldn’t be more excited to get our East Coast headquarters up and running,” the firm’s chief executive Brian McLaughlin said in an email message.

According to the announcement, construction of the Atlanta office will commence immediately and be ready by summer for the firm’s relocation from Rome, 70 miles north of the capital.

The building is dog- and eco-friendly and includes bike parking, electric charging stations for cars and direct access to private outdoor space.

“Our employees are our greatest asset, which is why Redtail is committed to building and creating the best possible work environment for our team,” McLaughlin said.

Christian Devlin, first vice president at CBRE, a commercial real estate company, represented Redtail in the office lease transaction.

Redtail is growing rapidly nationwide. Last year, it bought and built out its West Coast headquarters in Sacramento, and leased a new office for its sales team in Chandler, Arizona, according to the announcement.

“We just celebrated Redtail’s 15th anniversary, and we’ve been experiencing consistent, explosive growth,” McLaughlin said.

“This expansion, along with the launch of new products like Redtail Speak, continues to fuel our growth and supports our efforts to provide the best possible service to financial advisors, ultimately enabling them to spend more time on their clients.”

Since its founding, Redtail has grown to more than 100 employees servicing upward of 90,000 advisors and staff users around the country. McLaughlin said the firm would hire 30 support, DevOps and training executives this year, tapping Atlanta’s top talent to fill these positions.

“Our continuing focus is on identifying advisors’ biggest problems, their pain points, and then finding solutions for those problems,” he said. “Each of our employees plays a critical role in that mission. We wouldn’t be where we are today without our amazing team and each and every one of our raving fans.”

— Check out Opening Up on Fintech on ThinkAdvisor.

Michael S. Fischer

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