Insights

Expansion and Leadership Growth Red Oak's recent strategic hires, including Chief Revenue Officer Michael Allain, Chief Operating Officer Kirsten Newbold-Knipp, and Chief Marketing Officer Allison Dancy, suggest an aggressive growth and expansion phase. This creates opportunities to offer tailored enterprise solutions and dedicated support services to support their scaling efforts.

Strategic Partnerships The partnership with MirrorWeb Ltd. signifies a commitment to enhancing compliance connectivity through technology integrations. This opens avenues for offering complementary compliance tools, integrations, and customization options that can deepen Red Oak's platform capabilities.

Acquisition and Market Penetration The acquisition of 4U Platform indicates Red Oak's focus on expanding its content distribution and analytics capabilities. Business development efforts can target offering advanced engagement, analytics, and marketing compliance solutions to existing clients or new segments within the financial services industry.

Active Community Building Red Oak's regular user conferences and industry events strengthen customer engagement and brand loyalty. This provides an opportunity to introduce new product features, premium support packages, or training solutions to an engaged audience of compliance professionals.

High Revenue Potential With revenue estimates between $100 million and $250 million and a growing client base in a complex regulatory environment, there is significant potential for upselling AI-driven compliance modules, consulting services, and premium software features tailored to larger or enterprise clients seeking scalable compliance solutions.

Red Oak Tech Stack

Red Oak uses 8 technology products and services including HubSpot Analytics, Twitter Emoji (Twemoji), Google Cloud, and more. Explore Red Oak's tech stack below.

  • HubSpot Analytics
    Analytics
  • Twitter Emoji (Twemoji)
    Font Scripts
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • ShareThis
    Widgets

Media & News

Red Oak's Email Address Formats

Red Oak uses at least 2 format(s):
Red Oak Email FormatsExamplePercentage
FLast@redoakcompliance.comJDoe@redoakcompliance.com
81%
First.Last@redoakcompliance.comJohn.Doe@redoakcompliance.com
14%
Last@redoakcompliance.comDoe@redoakcompliance.com
5%
FLast@redoak.comJDoe@redoak.com
67%
FL@redoak.comJD@redoak.com
33%

Frequently Asked Questions

Where is Red Oak's headquarters located?

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Red Oak's main headquarters is located at 1405 Arrow Point Drive Suite 901 Cedar Park, Texas United States. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Red Oak's phone number?

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You can contact Red Oak's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Red Oak's official website and social media links?

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Red Oak's official website is redoak.com and has social profiles on LinkedInCrunchbase.

What is Red Oak's NAICS code?

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Red Oak's NAICS code is 5112 - Software Publishers.

How many employees does Red Oak have currently?

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As of February 2026, Red Oak has approximately 111 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: D. D.Cfo: J. M.Chief Operating Officer: K. N.. Explore Red Oak's employee directory with LeadIQ.

What industry does Red Oak belong to?

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Red Oak operates in the Software Development industry.

What technology does Red Oak use?

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Red Oak's tech stack includes HubSpot AnalyticsTwitter Emoji (Twemoji)Google CloudjQuery MigrateSlider RevolutionPHPGoogle Tag ManagerShareThis.

What is Red Oak's email format?

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Red Oak's email format typically follows the pattern of FLast@redoakcompliance.com. Find more Red Oak email formats with LeadIQ.

When was Red Oak founded?

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Red Oak was founded in 2010.

Red Oak

Software DevelopmentTexas, United States51-200 Employees

Red Oak is a leading provider of intelligent compliance software, offering a range of AI-powered solutions designed to help firms of all sizes navigate the increasingly complex regulatory landscape. Our solutions provide risk minimization, process optimization, and the ability to scale with your firm's changing needs. Our suite of 17(a)-4/WORM compliant features are designed to evolve in step with the ever-changing regulatory landscape, ensuring that our clients always stay ahead of the curve. Our flagship advertising review software enables firms to deliver compliant content to the market with confidence. Additional solutions include Disclosure Management, Registration Management, Website Monitoring and Archiving, Internet Supervision, Complaint Management, Branch Exams, and more. 

Red Oak offers additional software modules to further automate and increase efficiencies in your compliance process, including periodic attestations, forms review, gifts and non-cash compensation, regulatory inquiry requests, AML/fraud case management, RFP review, and many more. 

Our Compliance Consultants can also provide additional support for your team when needed.

Join the growing number of firms relying on Red Oak to stay ahead of the regulatory curve and experience the benefits of intelligent compliance software!

Section iconCompany Overview

Headquarters
1405 Arrow Point Drive Suite 901 Cedar Park, Texas United States
Phone number
Website
redoak.com
NAICS Code
5112 - Software Publishers
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Red Oak's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Red Oak's revenue is estimated to be in the range of $100M$250M

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