About Us

 “What the world needs is more love and less paperwork.”

– Pearl Bailey

Liveoak is a software platform that helps enterprises reduce friction and increase efficiency with complex digital transactions and workflow.

Nobody likes paperwork. Think about all the unnecessary steps involved in account openings, customer on-boardings, and insurance/financial applications. While some workflow can be completely digitized; some complex processes will always require a personal interaction to complete. Liveoak provides enterprises with a platform to keep the human element in the digital customer journey.

As your trusted partner, Liveoak is focused on providing your business with a secure customer experience. Liveoak Technologies is Type 1 SOC 2 certified (formerly SAS 70) by the American Institute of CPAs (AICPA). The Type 1 SOC 2 is a third party audit that provides assurance to customers of service organizations that business practices meet Trust Principles and Criteria (TSP) standards: security, integrity, availability, confidentiality and privacy.


Our leadership team has extensive experience in financial services and technology. Based on our experiences, we have dedicated our energy to make customer engagements simple and frictionless. We are based in Austin, TX and we have an additional office in New York, NY.

Trusted Partners


We are a fast-growing venture-backed startup, constantly looking to add software engineering and business talent. If you’d like to be a part of a team that is changing the future of customer engagement in financial services, we’d love to hear from you. Please send us a note at [email protected] or see our Careers page for more details.

Austin office

Seaholm District

Austin, TX  78701

New York office

43 W. 23rd Street

New York, NY 10010

Watch our short demo and learn more about Liveoak