List of Redtail Campaigns Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Redtail Campaigns customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Redtail Campaigns for Marketing Automation from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Redtail Campaigns for Marketing Automation include: StoneX Group, a United States based Banking and Financial Services organisation with 4709 employees and revenues of $99.89 billion, Vertex Capital Advisors, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Peristyle Private Wealth, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Redtail Campaigns, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Peristyle Private Wealth | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Redtail Campaigns | Marketing Automation | 2023 | n/a |
In 2023, Peristyle Private Wealth implemented Redtail Campaigns, a Marketing Automation application. The firm previously used Snappy Kraken to run compliant, automated email and marketing campaigns in the United States, and Redtail Campaigns provides similar Snappy Kraken-powered functionality through integration with Orion Advisor Solutions.
The implementation focused on campaign orchestration and email automation, using compliant communications templates, campaign scheduling, and lead nurturing automation to manage inbound prospects. Configuration emphasized advisor-facing workflows and a centralized campaign library, with role-based access controls for advisors and a marketing lead to author and approve sequences.
Integration work linked Redtail Campaigns to Orion Advisor Solutions to synchronize contact lists and streamline lead flows into advisor workflows, enabling campaign triggers based on inbound activity. Operational coverage centered on the firm’s advisory and client development activities in the United States, reflecting a small firm deployment model suited to a 10-person wealth management practice.
Governance was structured around templated compliance review and approval processes to maintain regulated communications, and rollout prioritized advisor adoption of automated sequences. Outcomes documented by the firm included saved advisor time and the conversion of inbound leads into high-value client relationships.
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StoneX Group | Banking and Financial Services | 4709 | $99.9B | United States | Orion Advisor Solutions | Redtail Campaigns | Marketing Automation | 2025 | n/a |
In 2025, StoneX Group implemented Redtail Campaigns as a Marketing Automation platform to transform advisor-led client acquisition across the United States and Latin America. The deployment targeted the StoneX Wealth Management advisor practice and focused on automating marketing workflows to improve lead engagement and prospect conversion.
Redtail Campaigns, powered by Snappy Kraken per vendor announcements, was provisioned as a cloud-hosted marketing automation service configured for campaign orchestration, segmentation-driven nurture sequences, email automation, and advisor-level personalization. Configuration emphasized reusable campaign templates, automated lead nurturing sequences, and engagement tracking to support iterative campaign refinement, with governance assigned to advisor practice owners and centralized marketing operations for campaign approval and content oversight. StoneX Group Redtail Campaigns Marketing Automation supported business functions in client acquisition, advisor marketing operations, and prospect engagement.
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Vertex Capital Advisors | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Redtail Campaigns | Marketing Automation | 2022 | n/a |
In 2022, Vertex Capital Advisors implemented Marketing Automation using Snappy Kraken, and source material infers use of Redtail Campaigns through a Redtail and Snappy Kraken integration. The small US advisory firm configured the program to automate advisor marketing workflows and reduce time spent on campaign creation, aligning the Marketing Automation deployment with the firm s advisor-led client acquisition activities.
Functional configuration focused on automated campaign orchestration, templated email and content sequences, advisor-facing campaign builders, and client segmentation workflows. The implementation included high-net-worth focused campaign templates and sequence automation, enabling advisors to launch targeted campaigns with limited manual setup.
Integrations centered on Snappy Kraken as the execution engine, with evidence indicating synchronization between campaign orchestration and CRM contacts via the Redtail Campaigns pathway. Operational coverage targeted advisor marketing and client acquisition across Vertex Capital Advisors US operations, scoped to the firm s small team and advisor responsibilities.
Governance adjusted marketing workflows by introducing centralized campaign templates and advisor-level controls, shifting campaign creation to automated orchestration and enforcing template governance. The firm reported that its first automated campaign secured a high-net-worth client in the United States, demonstrating client acquisition through the implemented Marketing Automation approach.
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