Red Oak Tech Stack

Compliance platform for financial services marketing and operations

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

Red Oak provides a compliance-grade platform for financial services firms, unifying content review, distribution, and supervision workflows. The company is actively modernizing its monolithic architecture while shifting engineering resources toward product and enablement—a hiring pattern that suggests transition from legacy infrastructure work toward sales velocity and customer adoption, supported by adoption of .NET and OpenAI alongside traditional compliance tooling.

Tech Stack 19 technologies

Core StackSalesforce HubSpot Gong MySQL Jira Confluence Freshdesk Zendesk Bill.com RAG LinkedIn Sales Navigator Outreach Pendo Sage Intacct Avalara Ramp

Adopting.NET OpenAI Pendo

ReplacingPHP

What Red Oak Is Building

◆Challenges

Identifying skill gaps
Adoption of enablement tools
Ensuring consistent training
Reducing churn
Increasing lifetime value
Scaling high-performing team
Legacy monolith modernization
Architectural friction reduction
Product operations processes
Preventing churn

▲Active Projects

Scalable enablement programs
Agile ceremonies improvement
Onboarding program for new sales hires
Client success vision and strategy
Scalable processes and playbooks
Client advocacy programs
Platform modernization
Sales certification programs
Custom gpt iteration
Product launch adoption tracking

Hiring Activity

Accelerating10 roles · 5 in 30d

Department

Product

Support

Engineering

Finance

Legal

Marketing

Sales

Seniority

Senior

Junior

Mid

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About Red Oak

Red Oak is a compliance platform built for financial services firms. The core product unifies marketing content creation, compliance review, distribution, and supervision into a single system, with downstream distribution and analytics via 4U. The company also offers modular add-ons for attestations, forms review, gift and non-cash compensation tracking, regulatory inquiries, AML and fraud case management, and RFP review. Founded in 2010 and based in Austin, Texas, Red Oak operates at 51–200 employees with a support and product-focused hiring mix, indicating maturation from initial build toward scaled customer success and feature delivery.

HeadquartersAustin, Texas

Company Size51–200 employees

Founded2010

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Red Oak use?

Red Oak uses Salesforce, HubSpot, Outreach, Gong, MySQL, Jira, Confluence, Zendesk, Freshdesk, and Pendo. The company is adopting .NET and OpenAI while phasing out legacy PHP.

What countries does Red Oak hire in?

Red Oak currently hires in the United States only.