Brian McLaughlin
Algemeen Directeur bij Redtail Technology, Inc.
Profiel
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.
Actieve functies van Brian McLaughlin
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 01-01-2003 |
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. | Directeur/Bestuurslid | 14-07-2020 |
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. | Directeur/Bestuurslid | - |
Ervaring
Beklede functies
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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 |
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 |
