Red Oak
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Texas, United States · 51-200 Employees
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Overview
Headquarters
12708 Riata Vista Cir Ste B100, Austin, ...Phone Number
(512) 721-0421Website
www.redoak.comRevenue
$26.9 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2
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2
About Red Oak
Red Oak Compliance Solutions is a leading provider of intelligent compliance software tailored for financial services, including Registered Investment Advisors (RIAs) and broker-dealers. Their AI-powered solutions encompass a variety of services such as advertising review, communications surveillance, registration management, and social media compliance. With a strong emphasis on configurability and customer support, Red Oak empowers firms to navigate regulatory challenges efficiently. Trusted by financial services firms globally, they aim to streamline compliance processes while ensuring adherence to regulatory standards.Explore more
Red Oak Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.2M
51-200
Private
<$5M
2000
KC
Kimberly CaramucheChief Nuclear Cardiology Technologist and Technical Director of Nuclear Labs
Company Profile Activity
Activity Insights
Red Oak is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Red Oak is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Red Oak.
Red Oak Tech Stack
A closer look at the technologies used by Red Oak
Most Recent Scoops
Project
, according to a mid-level source in sales, is planning to increase investments towards webinars and digital lead gen solutions.
Spending/Investment, Financial Planning, Sales
Pain Point
, according to a mid-level source in sales, is experiencing challenges related to ensuring data compliance.
Pain Point, IT Audit / Compliance, Data Management, Sales, Compliance
Pain Point
, according to a mid-level source in sales, is experiencing challenges related to pricing and packaging optimization.
Pain Point, Sales, Pricing
Pain Point
, according to a mid-level source in sales, is experiencing challenges related to generating more leads and pipeline.
Pain Point, Sales, Lead Management, Sales Development
Pain Point
Pain Point, Sales, Sales Development, Account Management
Red Oak News & Media
Red Oak Appoints Michael Allain as Chief Revenue Officer
Veteran revenue leader brings decades of experience scaling high-performance sales organizations in regulated financial services environments to the Red Oak team AUSTIN, Texas, Jan. 20, 2026 /PRNewswire/ -- Red Oak, the only modern compliance connectivity platform that connects every...Red Oak Appoints Kirsten Newbold-Knipp as Chief Operating Officer to Advance Growth and Integration Strategy
New executive hire underscores Red Oak's continued momentum and commitment to client experience and innovation AUSTIN, Texas, Nov. 4, 2025 /PRNewswire/ -- Red Oak, the only modern compliance ecosystem that connects every stage of content creation, review, distribution, and surveillance...Red Oak Expands Its Compliance Connectivity Platform Through Strategic Partnership with MirrorWeb
Together, Red Oak and MirrorWeb empower compliance teams with seamless connectivity, intelligent automation and accelerated innovation across all channels AUSTIN, Texas, Oct. 27, 2025 /PRNewswire/ -- Red Oak, the only modern compliance ecosystem that connects every stage of content...Red Oak Named to 2025 Inc. 5000 List for Seventh Consecutive Year Amid Strategic Expansion and Innovation
AUSTIN, TX, UNITED STATES, August 12, 2025 /EINPresswire.com/ -- Red Oak, the industry’s first and only Compliance Connectivity Platform, today announced its inclusion on the 2025 Inc. 5000 list of the fastest-growing private companies in America. This …
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Frequently Asked Questions Regarding Red Oak
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Red Oak Compliance Solutions is a leading provider of intelligent compliance software tailored for financial services, including Registered Investment Advisors (RIAs) and broker-dealers. Their AI-powered solutions encompass a variety of services such as advertising review, communications surveillance, registration management, and social media compl... Read More
