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Redtail Technology Data Breach Lawsuit Investigation
Shamis & Gentile P.A., one of the nation's premier class action law firms specializing in data breach cases, is investigating the Redtail Technology, Inc. data breach.
If you were affected by the data breach, your sensitive personally identifiable information may have been exposed, and you may be eligible for compensation.
About Redtail Technology
Redtail Technology, Inc. is a software company that provides web-based client relationship management (CRM) solutions specifically for financial advisors and wealth management firms. Founded in 2003, Redtail is recognized as a leader in cloud-based CRM for the financial services industry, offering tools for contact management, workflow automation, and regulatory compliance.
The company serves financial professionals across the United States and is known for its integrations with other financial technology platforms.
What Happened?
On May 13, 2026, Redtail Technology experienced a social engineering attack targeting one of its employees.
An unauthorized third party gained temporary access to a limited subset of data and cloud platforms used by Redtail to manage and support customer relationships. During this incident, the unauthorized actor exfiltrated data from these systems.
Redtail's security systems detected and contained the threat by removing the unauthorized user from its systems by early May 14, 2026.
After a thorough investigation with the help of cybersecurity experts, Redtail determined that certain personal information was potentially accessed.
Information Exposed:
- Names
- Social Security numbers
- Account numbers
The company mailed written notices to affected individual on July 6, 2026.
You May Be Entitled to Compensation
If personal information was compromised in the Redtail Technology, Inc. data breach, affected individuals may be eligible for compensation. Lawyers are ready to help those impacted understand their rights and pursue possible claims related to this incident.
To find out if you qualify and to join a potential lawsuit, complete the below form.
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