Redtail Technology Inc. and J.W. Cole Advisors Inc.: Redtail Technology Data Breach Exposes SSNs and Account Numbers

Redtail Technology Discloses Data Breach Affecting J.W. Cole Advisors’ Clients

Redtail Technology Inc., a cloud-based CRM provider for financial advisors, reported a data breach that occurred in May 2026, impacting clients of J.W. Cole Advisors Inc. The incident stemmed from a social engineering attack on a Redtail employee on May 13, 2026, allowing an unauthorized third party to briefly access and exfiltrate sensitive data from the company’s systems.

Redtail detected and contained the breach by May 14, 2026, then launched an investigation with legal and cybersecurity experts to assess the scope. Exposed data included names, Social Security numbers, and account numbers. On June 8, 2026, Redtail notified J.W. Cole Advisors, which subsequently began mailing consumer notifications on July 6, 2026, after reporting the breach to the New Hampshire Attorney General.

Affected individuals are being offered 24 months of complimentary credit monitoring and identity theft protection through Experian IdentityWorks, with enrollment available until September 30, 2026. J.W. Cole Advisors has also provided contact details for inquiries.

Source: https://www.claimdepot.com/data-breach/redtail-technology-2026

J.W. Cole Financial, Inc. cybersecurity rating report: https://www.rankiteo.com/company/jw-cole-financial-inc-

Redtail Technology cybersecurity rating report: https://www.rankiteo.com/company/redtail-technology

"id": "JW-RED1785537522",
"linkid": "jw-cole-financial-inc-, redtail-technology",
"type": "Breach",
"date": "5/2026",
"severity": "85",
"impact": "4",
"explanation": "Attack with significant impact with customers data leaks"

{'affected_entities': [{'customers_affected': 'Clients of J.W. Cole Advisors',
                        'industry': 'Financial Services',
                        'name': 'J.W. Cole Advisors Inc.',
                        'type': 'Financial Advisory Firm'}],
 'attack_vector': 'Social Engineering',
 'customer_advisories': 'Offering 24 months of complimentary credit monitoring '
                        'and identity theft protection through Experian '
                        'IdentityWorks',
 'data_breach': {'data_exfiltration': 'Yes',
                 'personally_identifiable_information': 'Names, Social '
                                                        'Security numbers, '
                                                        'account numbers',
                 'sensitivity_of_data': 'High',
                 'type_of_data_compromised': 'Personally Identifiable '
                                             'Information (PII)'},
 'date_detected': '2026-05-14',
 'date_publicly_disclosed': '2026-07-06',
 'description': 'Redtail Technology Inc., a cloud-based CRM provider for '
                'financial advisors, reported a data breach that occurred in '
                'May 2026, impacting clients of J.W. Cole Advisors Inc. The '
                'incident stemmed from a social engineering attack on a '
                'Redtail employee on May 13, 2026, allowing an unauthorized '
                'third party to briefly access and exfiltrate sensitive data '
                'from the company’s systems.',
 'impact': {'data_compromised': 'Names, Social Security numbers, account '
                                'numbers',
            'identity_theft_risk': 'High'},
 'initial_access_broker': {'entry_point': 'Social engineering attack on '
                                          'employee'},
 'investigation_status': 'Ongoing',
 'references': [{'source': 'Redtail Technology Inc. disclosure'}],
 'regulatory_compliance': {'regulatory_notifications': 'Reported to New '
                                                       'Hampshire Attorney '
                                                       'General'},
 'response': {'communication_strategy': 'Mailing consumer notifications, '
                                        'offering credit monitoring',
              'containment_measures': 'Breach contained by May 14, 2026',
              'incident_response_plan_activated': 'Yes',
              'third_party_assistance': 'Legal and cybersecurity experts'},
 'title': 'Redtail Technology Data Breach Affecting J.W. Cole Advisors’ '
          'Clients',
 'type': 'Data Breach'}