Greenboard, founded in 2023, is building a unified, AI-native compliance operating system for financial institutions. The platform is designed to replace fragmented legacy tools, consolidating functions such as employee compliance, firm compliance, communications archiving, vendor diligence, and marketing compliance. It is built on 17a-4 and WORM compliant books and records infrastructure.
The company's technology operates at the intersection of artificial intelligence, compliance software, and financial technology. Its system is used by over 500 financial institutions, including RIAs, private funds, hedge funds, broker-dealers, and wealth managers. Greenboard has raised over $20M in funding.
The firm states a mission to make compliance radically human and to empower organizations to move at the speed of modern business, aiming to make everyone a compliance champion within their organization.
