Red Oak
Red Oak is a financial services compliance software company that provides innovative solutions to help firms manage regulatory compliance effectively. Their offerings include advertising review, disclosure management, and supervision tools, primarily serving broker-dealers, registered investment advisors, and banks. The company focuses on automating compliance processes and providing expert consulting to enhance operational efficiency.
Headcount
Website visitors
Workforce
Headcount by location
- United States100%
Split by department
- Engineering & R&D29%
- Sales15%
- Founder, Owner & Executive13%
- Customer Support11%
- Other32%
Seniority distribution
- Less than 5 years74%
- 10 to 20 years17%
- 5 to 10 years7.0%
- 30 years and more1.2%
Funding
Raised to date
- 11 Aug 2026Company AcquisitionUndisclosedMainsail Partners
- 28 Jul 2026Company AcquisitionUndisclosedMirrorWeb
One earlier round, with its terms and sources.
Investors
Mainsail PartnersMainsail Partners is a growth equity firm specializing in investing in bootstrapped software companies. They provide capital and operational support to help founders scale their businesses effectively. Their services include talent development and50United States
MirrorWebMirrorWeb is a compliance technology provider that offers solutions for archiving communications across various channels, including websites, emails, and social media. Their services cater to regulated firms in industries such as financial services1United States
Portfolio
Countries
- United States67%
- Myanmar33%
Deal stage
- Debt43%
- Company Acquisition29%
- Asset Acquisition14%
- Post Ipo Equity Offering14%
Deal size
- 3-1057%
- Unknown43%
Company size
- 11-5050%
- 1-1025%
- Unknown25%
Revenue
EBITDA
Revenue source: Modeled estimate
Recent news
- Red Oak and MirrorWeb combine to define a new standard in end-to-end Compliance Connectivity.recognized as
- Red Oak launches connector to close compliance content gap.launches
- Red Oak concludes inaugural "Accelerate" Conference, bringing together compliance and marketing teams from across the financial services industry.attends event
- Red Oak Expands Leadership Team with Appointment of New Chief Product Officer Kirk Sadlerhires
Portfolio companies
Every holding by name, with what was paid, when, and how each one has grown since
People
How the team has changed month by month — joiners, leavers and where the hiring is going
Connections
Who at your firm already knows someone here, and how warm the path is
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