Greenboard is an AI-native compliance platform for financial institutions, founded in 2023 by Dave Feldman and Ed Schembor in New York. Its unified system replaces fragmented legacy tools for employee compliance, communications supervision, marketing review, third-party oversight, and securities recordkeeping (17a-4). More than 500 RIAs, broker-dealers, and asset managers run their compliance programs on the platform, with the recently launched GreenboardGo adding a conversational AI layer that resolves employee compliance questions and routes edge cases to in-house experts for sign-off.
1
Round
5
Tags
May 12, 2026
Latest raise
Funding activity · 1 round
May 12, 2026
$15.5M
Series A
Led by Base10 Partners
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