Overview
Greenboard is an AI-native compliance operating system for financial institutions.
What Greenboard does
Greenboard provides compliance software for financial institutions, including investment advisers, funds and broker-dealers. It brings communications archiving, employee oversight, marketing review and firm compliance into one working environment.
GreenboardGo embeds AI automation within those workflows. Teams can review marketing, investigate communications and keep compliance tasks attached to records and evidence. Third-party compliance and registration-related workflows extend the platform beyond a single review queue.
The product is designed for organizations running SEC- and FINRA-oriented compliance programs. Centralized tasks and records help compliance teams supervise work while employees complete their required actions in the same system. Published customer examples describe its use within existing compliance operations.
Company details
- Funding
- $20 million total at May 2026 announcement
Founders & leadership
Investors & backers
Greenboard announced $20M in total funding on May 12, 2026, including a previously unannounced $15.5M Series A led by Base10 Partners.
- Base10 Partners
Y Combinator
General Catalyst- Commerce Ventures
- Transpose Platform
- Liquid2 Ventures
- Kulveer Taggar
