Greenboard

New York, New York, USA · ≈35 employees · greenboard.com

Greenboard is an AI-native compliance and operations software company founded in 2023 by Dave Feldman and Ed Schembor. Based in New York, with operations in Austin, Greenboard specializes in providing intelligent compliance solutions tailored for the financial services industry. The company aims to simplify the complexities of securities compliance regulations, helping financial institutions modernize their back-office processes and enhance operational efficiency. Greenboard's flagship product is an AI-powered compliance operating system that automates compliance workflows using machine learning and computational statistics. Key features include communications archiving, employee compliance management, marketing material review, third-party oversight, and a conversational AI interface called GreenboardGo. The platform integrates seamlessly with financial institutions and tech vendors, offering real-time risk detection and automated workflow orchestration. With over 500 financial institutions as clients and a 99% customer retention rate, Greenboard is recognized as a leading provider in the FinTech compliance space. The company is committed to expanding its offerings to encompass all back-office processes, leveraging its recent funding to enhance its AI capabilities and support global growth.