Red Oak
Software Development
Intuitive, AI-powered financial services compliance software for RIAs & broker dealers - advertising review, communications surveillance, ++.
Hiring now
Is Red Oak hiring?
Yes. As of November 5, 2026, Red Oak has 5 open roles on Metaintro. 2 were posted in the last 30 days.
Open roles
Newest first. Pay shown when the posting lists it.
- Talent Acquisition PartnerHuman Resources/Talent AcquisitionAustin, Texas, United States · HybridAustin, Texas, United StatesHybrid—8d ago
- Senior Account ExecutiveSalesAustin, Texas, United States · RemoteAustin, Texas, United StatesRemote—27d ago
- Account ManagerSalesAustin, Texas, United States · RemoteAustin, Texas, United StatesRemote—Sep 11, 2026
- Key Client Success ManagerCustomer SupportAustin, Texas, United States · HybridAustin, Texas, United StatesHybrid—Sep 1, 2026
- GTM Systems AdministratorTech GeneralAustin, Texas, United States · HybridAustin, Texas, United StatesHybrid—Aug 3, 2026
Hiring pattern
How fast Red Oak is adding roles, and how they're set up.
New roles each monthRoles first posted in the month
Customers
All 2 companies Red Oak names as customers.
Customers2
- Leo Wealth
- Dorn & Co., Inc. Wealth Management
What their customers say
Quotes from people at Red Oak's customers.
“The automation of Website Monitoring is very simple. This program has different user view options to make the review process customizable. As we were implementing Website Monitoring the Red Oak team thoroughly trained us on how to use this program. They provided several tips that makes my job that much easier.”
“Red Oak Compliance is quick and attentive to our needs and they have proven themselves to be in command of the nuances of RIA and securities regulation compliance for our fund. It’s the one area of my operation that I outsource and I have complete faith in their abilities.”
“I love working with your team. They are always so responsive, helpful and insightful and make my experience with Advertising Review first class. Please share this email with your organization and others. Thank you.”
“As a representative with over 25 years of experience in the industry I considered drafting and filing my own registration documents. The smartest decision I made for my new RIA was to outsource that responsibility to Red Oak Compliance Solutions. They got my approval quickly and efficiently—even working after hours—saving me a lot of time which ultimately saved me money. Their work was superior—they didn’t just meet my expectations they exceeded them. I would highly recommend them to anyone who needs their services.”
“We needed to come up with a better way to review our advisors’ activity on the web because we weren’t confident our manual internet searches were identifying everything we needed to supervise. After looking at other solutions, we selected Red Oak and their Internet Supervision product. Red Oak was very accommodating, working closely with us to meet our company’s specific needs. We have found our internet searches to be much more robust now. Red Oak continues to be a great partner and is very customer focused!”
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“Red Oak has proven to be one of our most successful vendor relationships. The platform and technology are great and best of all when an issue or question arises, we get prompt personal support.”
“Red Oak has been a great addition to our Compliance toolbox. Red Oak’s greatest strength lies with its support team who is always readily available and consistent in ensuring the application is tailored to our needs. The application has allowed us to increase service levels to our business partners through its customizable, multi-use platform. It has been a pleasure to work with Red Oak.”
“Since securities compliance is never a joke, we implicitly trust the services of Red Oak. Extremely knowledgeable with great customer service, they’re the only [company] we use to serve us. The systems are great, and the people are too. In this complex world they tell us what to do.”
“Our firm has highly valued Red Oak’s guidance on compliance issues for our Broker-Dealer and Registered Investment Advisor businesses for years.”
“We are very happy with the compliance work Red Oak provides us. We outsource as much as possible to Red Oak to keep us focused on managing money and the business. Always accessible and current of compliance topics an RIA and hedge fund faces on recurring basis.”
“Red Oak is highly responsive and the level of understanding and interpretation of [our] needs is demonstrated time and time again. The end product, through our collaborative efforts, is always superb. I would recommend Red Oak for all your compliance needs!!”
AI launches and partners
What Red Oak has launched and who it works with on AI.
- LaunchMiraMira, Red Oak's AI supervision agent, turns a compliance handbook into tailored supervision policies grounded in SEC and FINRA rules and reviews every message.
- LaunchAI intelligence layerRed Oak describes an AI intelligence layer across its connected system.
- LaunchAI ReviewAI Review reads marketing content against your standards and your required disclosures, marks superlatives, performance claims, and promissory language, and suggests the rewrite.
- LaunchAI-powered compliance workflow automation softwareRed Oak integrates its AI-powered compliance workflow automation software with 4U’s content distribution network.
Skills they ask for
Most frequent across open postings.
Tech stack
- CMS
- HubSpot CMS
- WordPress
- Analytics
- Google Analytics 4
- Google Tag Manager
- Marketing
- HubSpot
- Libraries
- jQuery
- Tailwind CSS
- Font Awesome
- Security
- CookieYes
Company facts
- Headquarters
- Austin, US
- Founded
- 2010
- Industry
- Software Development
- Sector (NAICS)
- Information
- Peer
- Website
- redoak.com
- Social
Similar companies
Companies in the same industry as Red Oak that are hiring now.
Questions about Red Oak
- Is Red Oak hiring?
- Yes. As of November 5, 2026, Red Oak has 5 open roles on Metaintro. 2 were posted in the last 30 days. The most are in Sales (2), Customer Support (1), and Human Resources/Talent Acquisition (1).
- Who are Red Oak's customers?
- Red Oak names 2 customers, including Leo Wealth and Dorn & Co., Inc. Wealth Management.