Greenboard
Greenboard provides a compliance software suite tailored for SEC and FINRA regulations, incorporating features for communications archiving, risk assessment, and vendor compliance management. The platform utilizes advanced technologies to improve operational efficiency and ensure adherence to compliance standards in the financial sector.
- Industry: Regulatory Reporting & Analytics
- Location: New York, New York, United States
- Founded: 2023-01-01
- Total funding: 20500000
- Website: https://greenboard.com
Product & Features
- Greenboard offers a unified dashboard that centralizes compliance operations for modern teams.
- The platform replaces multiple compliance tools with a single solution tailored to specific team needs.
- It allows customization during implementation to align with unique compliance program standards.
- Greenboard integrates actionable books and records on a modern data infrastructure for enhanced compliance efficiency.
- The system enables teams to leverage their data for a more informed compliance strategy.
Notable Customers
- Root Financial
- JMG Financial Group
- FSG
- 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 — Co-Founder & CEO
Integration partners
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Frequently Asked Questions
What is Greenboard?
Greenboard provides a compliance software suite tailored for SEC and FINRA regulations, incorporating features for communications archiving, risk assessment, and vendor compliance management. The platform utilizes advanced technologies to improve operational efficiency and ensure adherence to…
What does Greenboard do?
Greenboard offers a unified dashboard that centralizes compliance operations for modern teams. The platform replaces multiple compliance tools with a single solution tailored to specific team needs. It allows customization during implementation to align with unique compliance program standards.
Who are Greenboard's customers?
Greenboard's customers include Root Financial, JMG Financial Group, FSG, ICA, Adroit Compliance, LLC , Adviser Compliance Consulting (ACC).
Who founded Greenboard?
Greenboard was founded by Dave Feldman.
What category does Greenboard fall under?
Greenboard is a legal technology company in the Regulatory Reporting & Analytics category.
Where is Greenboard based?
Greenboard is based in New York, New York, United States.