Company profile

Red Oak Tech Stack

Compliance review and supervision software for financial services firms

Software Development Austin, Texas 51–200 employees Founded 2010 Privately Held

Red Oak sells compliance workflow software to financial services firms, covering marketing review, distribution oversight and modular compliance operations. Its go-to-market stack is dense (Salesforce, HubSpot, Gong, Outreach, Sales Navigator), and current job posts center on merging two Salesforce instances and fixing CRM data quality, a sign of RevOps consolidation work. Hiring is minimal and limited to senior sales and support roles.

Tech Stack 33 technologies

Core StackGong Salesforce HubSpot MySQL Jira Confluence Freshdesk Zendesk Bill.com RAG Vue Angular React JavaScript Cursor C# .NET Go AWS PostgreSQL gRPC Monday.com LinkedIn Sales Navigator Outreach Pendo Sage Intacct Avalara Ramp Jakarta EE NoSQL

What Red Oak Is BuildingChallenges and projects from their job posts

◆Challenges

Data quality issues in Salesforce
Churn from competitive displacement

▲Active Projects

Consolidate Salesforce instances

Hiring Activity

Minimal2 roles · 1 in 30d

Department

Sales

Support

Seniority

Senior

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About Red Oak

Red Oak, founded in 2010 and headquartered in Austin, Texas, builds a compliance platform for financial services organizations. The product brings marketing content creation, review, distribution and supervision into one auditable system, with AI assisting the review process. Add-on modules handle attestations, forms review, gifts and non-cash compensation, regulatory inquiries, AML and fraud case management, and RFP review. The privately held company employs 51–200 people and pairs its software with hands-on implementation and support.

HeadquartersAustin, Texas

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Red Oak use?

Red Oak's stack includes React, Vue, Angular, C#/.NET, Go, Jakarta EE, PostgreSQL, MySQL and gRPC on AWS, plus Salesforce, HubSpot, Gong, Outreach, Pendo, Jira, Zendesk and Sage Intacct.

Does Red Oak use Salesforce?

Yes. Red Oak uses Salesforce, and its job posts describe merging two Salesforce instances and diagnosing data quality issues within the CRM.

Where is Red Oak headquartered?

Red Oak is headquartered in Austin, Texas, United States, and currently hires only in the US, with openings in sales and support.

How this profile is built

Red Oak's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.