Greenboard
Greenboard is an AI-powered compliance software platform designed to streamline SEC and FINRA compliance for financial institutions. By consolidating fragmented systems, it enhances risk detection, automates clerical tasks, and improves operational efficiency, enabling firms to manage compliance programs with reduced headcount. ([ycombinator.com](https://www.ycombinator.com/companies/greenboard?utm_source=openai))
- Category: Governance/Compliance/Risk Management
- Location: New York
- Founded: 2023-06-01
- Total funding: 5000000
- Website: https://greenboard.io
Product & Features
- Greenboard provides a unified dashboard that centralizes compliance operations for modern teams.
- The platform replaces multiple compliance tools with a single, tailored solution for specific team needs.
- It allows for detailed permissions management to ensure compliance standards are met across teams.
- Actionable books and records are integrated into the platform, enhancing data accessibility and utility.
- Greenboard's system is customizable during implementation to align with existing compliance programs.
Notable Customers
- Root Financial
- FSG
- JMG Financial Group
- ICA
- Adroit Compliance, LLC
- Adviser Compliance Consulting (ACC)
- Asgard Regulatory Group
- Brightstar Law Group
- Dziura Compliance Consulting
- Heartland Compliance Consulting
- Kroll
- Providence Compliance
- Salus GRC
- State Harbor Advisors
- True West Consulting
- V17 Advisors
Founders & Team
- Dave Feldman — Founder
- Ed Schembor — Founder
Funding Rounds
- Series A — $20M (2026-06)
- Seed — $4.5M (2024-06)
Recent News
- Greenboard Raises $20M to Make Everyone a Compliance Champion (2026-05)
- Kroll and Greenboard Launch Partnership to Deliver Unified Compliance Platform for Financial Institutions (2026-03)
Investors
Integration partners
Similar Companies
Frequently Asked Questions
What is Greenboard?
Greenboard is an AI-powered compliance software platform designed to streamline SEC and FINRA compliance for financial institutions. By consolidating fragmented systems, it enhances risk detection, automates clerical tasks, and improves operational efficiency, enabling firms to manage compliance…
What does Greenboard do?
Greenboard provides a unified dashboard that centralizes compliance operations for modern teams. The platform replaces multiple compliance tools with a single, tailored solution for specific team needs. It allows for detailed permissions management to ensure compliance standards are met across teams.
Who are Greenboard's customers?
Greenboard's customers include Root Financial, FSG, JMG Financial Group, ICA, Adroit Compliance, LLC, Adviser Compliance Consulting (ACC).
Who founded Greenboard?
Greenboard was founded by Dave Feldman and Ed Schembor.
How much funding has Greenboard raised?
Greenboard has raised 5000000 across 2 funding rounds.
Who are Greenboard's investors?
Greenboard's investors include Base10 Partners, General Catalyst, Liquid 2 Ventures, TI Platform Management, TwentyTwo VC.