• Red Oak named 'Visionary' in 2026 Gartner® Magic Quadrant™ for Digital Communications Governance and Archiving.

  • Red Oak Accelerate 2027 is back April 26-29 in Austin, TX. Join us for our annual client summit.

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About Red Oak

Built for the responsibility. Ready for what comes next.

Financial services firms carry a responsibility that does not stand still. We help them meet it with compliance technology grounded in their work, built for change, and backed by a lasting commitment to the firms we serve.

Manchester, UK New York, with the Brooklyn Bridge and One World Trade Center Austin, Texas, the State Capitol dome and the Texas flag

Trust, demonstrated.

1,550+

regulated firms use Red Oak

37 of 40

top global asset managers choose Red Oak

84

Net Promoter Score

$101T

AUM across our clients

Leadership

Leading the next frontier of compliance.

Our leadership team brings a shared commitment to building thoughtful technology, delivering exceptional service, and helping clients navigate what comes next.

  • Romir Bosu

    Romir Bosu

    Chief Executive Officer

  • Joshua Yulish

    Joshua Yulish

    President and Chief Revenue Officer

  • Harriet Christie

    Harriet Christie

    Chief Operating Officer

  • Bill Simpson

    Bill Simpson

    Chief Product and Technology Officer

  • Jay Madhani

    Jay Madhani

    Chief Financial Officer

  • Phil Clegg

    Phil Clegg

    Chief Information Security Officer

  • Jamie Hoyle

    Jamie Hoyle

    Senior Vice President Product

Let’s talk about what comes next for your firm.

Tell us how your firm works, what is changing, and where you need more confidence. We’ll explore how we can help.

Talk to usExplore the platform