Red Oak

Compliance software for asset managers

Red Oak sells software to asset managers that combines compliance and distribution in one fully integrated platform, something no other provider offers. At its core it reviews sales and marketing material automatically, which lets regulated firms meet their obligations while keeping pace with the business. Nineteen of the twenty largest asset managers worldwide are clients, BlackRock, Vanguard, PIMCO and Morgan Stanley among them, and most begin with a single product before adding more. Red Oak ranks among the fastest-growing compliance technology companies and recently merged with MirrorWeb.