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Analyze » Redtail Technology » JW-RED1785537522

Incident Score: Analysis & Impact (JW-RED1785537522)

The details regarding individual company incidents & reports gives you full view from every side.

Rankiteo Score Impact Analysis

Rankiteo Incident Impact-71
Company Score Before Incident726 / 1000
Company Score After Incident655 / 1000
Company LinkView Redtail Technology Profile
INCIDENT NUMBERJW-RED1785537522
Type of Cyber IncidentBreach
ATTACK VECTORSocial Engineering
DATA EXPOSEDNames, Social Security numbers, account...
INCIDENT DATE12/05/2026
STATUSOngoing

Key Highlights From The Incident Analysis

  • Timeline of Redtail Technology's Breach and lateral movement inside company's environment.
  • Overview of affected data sets, including SSNs and PHI, and why they materially increase incident severity.
  • How Rankiteo’s incident engine converts technical details into a normalized incident score.
  • How this cyber incident impacts Redtail Technology Rankiteo cyber scoring and cyber rating.
  • Rankiteo’s MITRE ATT&CK correlation analysis for this incident, with associated confidence level.

Full Incident Analysis Transcript

In this Rankiteo incident briefing, we review the Redtail Technology breach identified under incident ID JW-RED1785537522.

The analysis begins with a detailed overview of Redtail Technology's information like the linkedin page: https://www.linkedin.com/company/redtail-technology, the number of followers: 8458, the industry type: Financial Services and the number of employees: 57 employees

After the initial compromise, the video explains how Rankiteo's incident engine converts technical details into a normalized incident score. The incident score before the incident was 726 and after the incident was 655 with a difference of -71 which is could be a good indicator of the severity and impact of the incident.

In the next step of the video, we will analyze in more details the incident and the impact it had on Redtail Technology and their customers.

On 06 July 2026, J.W. Cole Advisors Inc. disclosed Data Breach issues under the banner "Redtail Technology 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.

The disruption is felt across the environment, and exposing Names, Social Security numbers, account numbers.

In response, teams activated the incident response plan, moved swiftly to contain the threat with measures like Breach contained by May 14, 2026, and stakeholders are being briefed through Mailing consumer notifications, offering credit monitoring.

The case underscores how Ongoing, with advisories going out to stakeholders covering Offering 24 months of complimentary credit monitoring and identity theft protection through Experian IdentityWorks.

Finally, we try to match the incident with the MITRE ATT&CK framework to see if there is any correlation between the incident and the MITRE ATT&CK framework.

The MITRE ATT&CK framework is a knowledge base of techniques and sub-techniques that are used to describe the tactics and procedures of cyber adversaries. It is a powerful tool for understanding the threat landscape and for developing effective defense strategies.

MITRE ATT&CK® Correlation Analysis

Rankiteo's analysis has identified several MITRE ATT&CK tactics and techniques associated with this incident, each with varying levels of confidence based on available evidence. Under the Initial Access tactic, the analysis identified Phishing (T1566) with high confidence (90%), supported by evidence indicating social engineering attack on a Redtail employee on May 13, 2026 and Phishing: Spearphishing Link (T1566.002) with moderate to high confidence (70%), supported by evidence indicating social engineering attack on a Redtail employee. Under the Credential Access tactic, the analysis identified Brute Force (T1110) with moderate confidence (50%), supported by evidence indicating unauthorized third party...access and exfiltrate sensitive data and Unsecured Credentials (T1552) with moderate confidence (60%), supported by evidence indicating social engineering attack on a Redtail employee. Under the Collection tactic, the analysis identified Data from Local System (T1005) with moderate to high confidence (80%), supported by evidence indicating exposed data included names, Social Security numbers, and account numbers. Under the Exfiltration tactic, the analysis identified Exfiltration Over C2 Channel (T1041) with moderate to high confidence (80%), supported by evidence indicating unauthorized third party...briefly access and exfiltrate sensitive data. Under the Impact tactic, the analysis identified Data Destruction (T1485) with lower confidence (30%), supported by evidence indicating no details on malware’s origin or extent of breach and Data Manipulation: Transmitted Data Manipulation (T1565.002) with lower confidence (40%), supported by evidence indicating data breach impacting clients of J.W. Cole Advisors. These correlations help security teams understand the attack chain and develop appropriate defensive measures based on the observed tactics and techniques.

Initial Access
Phishing (90%)
Phishing: Spearphishing Link (70%)
Credential Access
Brute Force (50%)
Unsecured Credentials (60%)
Collection
Data from Local System (80%)
Exfiltration
Exfiltration Over C2 Channel (80%)
Impact
Data Destruction (30%)
Data Manipulation: Transmitted Data Manipulation (40%)

Sources & References