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Greenboard

Make everyone a compliance champion

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Greenboard is an AI-native compliance platform for financial institutions, designed to bring archiving, firm compliance, employee compliance, marketing compliance, third party compliance, and related workflows into a single system of record and action. It addresses the fragmentation caused by separate tools for supervision, recordkeeping, and reviews, replacing them with unified tasks and records. The platform is built on WORM-based, 17a-4 compliant architecture with SOC2 Type 2 security and privacy controls.

Its modules include Communications Archiving & Supervision, Employee Compliance for personal trading monitoring and attestations, Marketing Compliance for review workflows, Firm Compliance for automated program operations, and Third Party Compliance for due diligence and risk assessment. GreenboardGo provides AI-native automation embedded across these workflows, supporting research, risk assessment, and review assistance. The platform also covers Prediction Markets and RIA registration.

Greenboard serves financial advisors, private funds, hedge funds, broker dealers, and service partners. The company was founded in 2023 and is headquartered in New York. Packaging details such as plans, trials, or seat-based pricing are not specified on these pages; demos are available on request.

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