Brian McLaughlin

Chief Executive Officer at Redtail Technology, Inc.

Technology Services

Miscellaneous

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Brian McLaughlin is the founder and Chief Executive & Chief Technology Officer of Redtail Technology, Inc. which is founded in 2003.
Currently, he holds the position of Director at Riskalyze, Inc. since 2020 and Director at Orion Advisor Technology LLC.

Brian McLaughlin active positions

Companies	Position	Start
Redtail Technology, Inc. Redtail Technology, Inc. Packaged SoftwareTechnology Services Redtail Technology, Inc. develops and provides customer relationship management tools for financial advisors. It offers Client relationship Management and text messaging solutions, paperless office, and email archiving solutions. The company was founded by Brian McLaughlin, Andrew Hernandez, Kathi Bacon and Gary Curry in 2003 and is headquartered in Sacramento, CA.	Chief Executive Officer	2002-12-31
Riskalyze, Inc. Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.	Director/Board Member	2020-07-13
Orion Advisor Technology LLC Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.	Director/Board Member	-

All active positions of Brian McLaughlin

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Private companies	3
Riskalyze, Inc. Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA.	Technology Services
Orion Advisor Technology LLC Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE.	Miscellaneous
Redtail Technology, Inc. Redtail Technology, Inc. Packaged SoftwareTechnology Services Redtail Technology, Inc. develops and provides customer relationship management tools for financial advisors. It offers Client relationship Management and text messaging solutions, paperless office, and email archiving solutions. The company was founded by Brian McLaughlin, Andrew Hernandez, Kathi Bacon and Gary Curry in 2003 and is headquartered in Sacramento, CA.	Technology Services

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Brian McLaughlin