Redtail CRM Pricing Explained (2026)
Redtail's Launch plan covers up to five users for $39 each, but the unlimited-user Growth plan at $59 is where firms with support staff actually land.
| Plan | Price | Billing | What you get |
|---|---|---|---|
| Launch | $39/user/mo | billed annually; $45/user/mo monthly. Up to 5 users | Core advisor CRM — contact and household records, workflows, activity and task management, notes, calendar, reporting and the standard integration catalogue |
| Growth | $59/user/mo | billed annually; $65/user/mo monthly. Unlimited users | Everything in Launch with no user ceiling, plus the expanded feature set for larger advisory practices |
| Enterprise | Custom quote | negotiated directly | Custom terms for broker-dealers, large RIAs and enterprise deployments |
One cap decides everything
Redtail's price list has two published tiers and a single structural rule that determines which one you are on: Launch covers up to five users, Growth is unlimited.
That cap counts everyone with a login. Not advisors — everyone. Client service associates, operations managers, paraplanners, administrative staff. Advisory firms are staff-dense relative to their advisor count, which means the five-user ceiling arrives much earlier than headcount planning suggests.
A two-advisor practice with a client service associate, an operations manager and an admin has five logins. Hiring a sixth person does not add $39 to the bill — it adds $159, because the whole account moves from $39 to $59 per seat.
| Users | Launch | Growth | Monthly bill |
|---|---|---|---|
| 3 | ✓ | — | $117 |
| 5 | ✓ | — | $195 |
| 6 | ✗ | ✓ | $354 |
| 10 | ✗ | ✓ | $590 |
| 20 | ✗ | ✓ | $1,180 |
The step from five to six users is an 82% increase in total spend for a 20% increase in headcount. That is the number to model, and firms sitting at four or five users with a hire planned should price Growth now rather than discovering it at onboarding.
What you get for the price
Redtail is a mature advisor CRM: household and contact records, workflows, activity and task management, notes, calendar, reporting, and a broad integration catalogue across the advisor technology stack.
Its reputation rests on two things. First, longevity — it has been the default CRM in independent advisory practice for a long time, which means integrations, custodian connections and staff familiarity are all in its favour. Second, price. At $39 per user on annual terms, it is the cheapest credible option in a category where Wealthbox starts at $59 and Maximizer's Financial Services line at $65.
What it does not have is a modern interface. That sounds cosmetic and is not. In advisory firms, CRM value is almost entirely a function of whether staff actually log activity, and adoption tracks usability closely. Firms that have struggled to get their teams to use Redtail should weigh the $20 per seat premium for Wealthbox against a year of incomplete client records — that comparison often goes the other way than the price list suggests.
The integration layer sits outside the price
For an advisor CRM, the connections matter as much as the software: portfolio management, financial planning tools, document management, custodian data feeds, e-signature.
Redtail's catalogue here is one of its strongest assets, and it is also where costs accumulate outside this price list. Several partner platforms carry their own subscription or connection fees, and integration depth varies — some connections are genuine bi-directional syncs, others are single sign-on links.
Before committing, list the five systems your practice depends on and verify each connection specifically. A CRM that integrates with your planning software but only launches it in a new tab is a materially different product from one that syncs the data.
The pricing model has changed
Redtail historically sold a bundled database subscription — one price covering a set number of users — rather than a straight per-seat rate. The current published structure is per user with a tier cap.
Firms renewing from older agreements should recalculate rather than assume continuity. Depending on how many users you carried under the old model, the change can be favourable or expensive, and it is not safe to extrapolate from what you paid last time.
Where it fits against the alternatives
| Redtail | Wealthbox | Maximizer FS | |
|---|---|---|---|
| Entry price | $39/user | $59/user | $65/user |
| User model | 5-user cap, then unlimited | per user, no cap | per user |
| Strength | Price, ecosystem, track record | Interface, integrations, adoption | Household modelling, on-premise option |
Redtail is the value choice, and for a cost-conscious firm that already knows the product, that is a sound reason to stay. Wealthbox is the choice for firms where adoption is the binding constraint. Maximizer is the choice where deployment control or deep household modelling matters.
Who should buy it
Independent RIAs and advisory practices that want a proven, compliance-aware CRM at the lowest credible price, particularly firms already embedded in the broker-dealer and custodian ecosystem where Redtail's integrations are deepest. Launch at $39 is genuinely good value for a practice of five or fewer.
It fits less well for firms where staff resistance to the CRM is the actual problem — interface quality is not Redtail's strength — and for practices sitting right at the five-user line, where the Growth step is steep enough to justify comparing the whole market again. Take the full 30-day trial, and check redtailtechnology.com for current rates.
What the pricing page doesn't show
- The five-user cap on Launch counts everyone, not just advisors. Client service associates, operations staff and paraplanners all consume seats, so a two-advisor firm with three support staff is already at the ceiling.
- Crossing from Launch to Growth is a 51% per-seat increase applied to every user at once — a five-person firm goes from $195 to $354 a month by adding one person.
- Redtail historically sold a bundled database price rather than per-user pricing. Firms renewing from older contracts should model the current per-seat rates carefully, because the shape of the bill has changed.
- Integrations with portfolio management, financial planning and document systems are where advisor CRMs earn their keep, and several partner platforms carry their own connection or subscription fees outside Redtail's price.
- Monthly billing costs 15% more on Launch and 10% more on Growth. Smaller than most, but on a fifteen-user Growth account the annual commitment still saves roughly $1,080 a year.