Greenboard

About Greenboard

Greenboard is a modern operating system for SEC & FINRA compliance, designed to triple compliance officer productivity, mitigate undetectable risks, and engage personnel with radically human compliance software. It is trusted by hundreds of leading financial institutions and focuses on efficiency, security, and user experience.

Products & Services

Platform:A comprehensive compliance platform with unified capabilities for archiving, supervision, and various compliance needs including firm, employee, marketing, and third-party compliance.

Greenboard Go:A compliance work AI platform powered by procedures and connected to all data to automate tasks and mitigate risks.

Communications Archive:A solution for archiving communications to meet regulatory requirements.

Employee Compliance:Software designed to reduce compliance friction and encourage a culture of compliance among employees.

Marketing Compliance:Tools to ensure marketing activities comply with regulatory standards.

Firm Compliance:Solutions to manage and ensure firm-wide compliance with regulations.

Third Party Compliance:Compliance solutions for third-party interactions, often utilized by expert service providers.

GreenboardGo

Platform

Communications Archiving & Supervision

Employee Compliance

Marketing Compliance

Firm Compliance

Third-Party Compliance

Specialties

SEC & FINRA Compliance Compliance Automation Enterprise-Grade Security Regulatory Guidance (WORM and 17a-4 compliant) SOC2 Type 2 Compliance Risk Mitigation Compliance Software User Experience Unified compliance workflows WORM-based recordkeeping AI automation for compliance 17a-4 compliant archiving Supervision and oversight for financial firms

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Series A T: - FT: Series A	A: 20000000 MR: - FA: $20 million FAN: 20000000	D: 2026-05-12 FD: 2026-05-12	8 investors
2	RT: Series Seed T: - FT: Series Seed	A: 4500000 MR: - FA: $4.5 million FAN: 4500000	D: 2024-05-08 FD: 2024-05-08	8 investors

Series A Latest

2026-05-12

$20.0M

8 investors (Pro only)

Series Seed 2024-05-08

$4.5M

View 1 more funding rounds with Pro

Unlock Full Funding History

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

View 3 more growth metrics with Pro

Unlock All Metrics

Mock Up

Team & Leadership

D

Dave Feldman

E

Ed Schembor

Recent News

Greenboard Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised