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Qaike

Website

Not yet provided by Greenboard

Services

Documents Processing, Compliance / Legal and Regulations Support

Description

Greenboard provides an AI-powered operating system for SEC & FINRA compliance.

Greenboard’s platform is utilized by top expert service providers who provide Greenboard customers with services and outsourcing. The company focuses on best-in-class technology to make compliance programs more efficient.

It unifies compliance workflows, including communications supervision and archiving, policy management, forensic testing, risk assessments, marketing material reviews, and vendor management.

Greenboard offers a wide range of e-communications integrations from email, to Slack & Teams, to SMS and iMessage, to domain-specific channels such as marketing platforms and Instant Bloomberg.

Client types

HF | PM

Functions

Compliance / Legal

Headcount

Approximately 9 employees

Founded

2023

Headquarters

Austin, TX, USA

Latest funding round

$4.5M, Seed, May 2024

Products

Not yet provided by Greenboard

Pricing structure

Not yet provided by Greenboard

Platform features

Not yet provided by Greenboard

AI customization

Integrations

Deployment

Underlying technology

AI governance

Data security

SOC2 II certified. Data encrypted in-transit. See for more information their Trust Center

Most similar with

Date Added Headline Categories
26-Oct-2026 Greenboard Launches GreenboardGo2.0, the First AI Harness Built for SEC & FINRA Compliance. The platform allows compliance teams to ask, configure, and automate their programs from one location, with all steps recorded compliantly. New Product
26-Oct-2026 Dave Feldman, Greenboard's Co-founder and CEO, discusses the company's origins, the concept of an AI harness, and demos GreenboardGo2.0 on the Advicers Founder Feature podcast. Blog
10-Sep-2026 Greenboard announced its Customer Advisory Board, focusing on modern compliance and input. Research / Article
10-Sep-2026 Greenboard's Customer Advisory Board focuses on making compliance a growth enabler, not a bottleneck, for financial institutions. This article provides insights on SEC and FINRA compliance, regulatory technology, and best practices. Business
12-May-2026 Greenboard Raises $20M to Make Everyone a Compliance Champion Funding
11-May-2026 Greenboard published an article titled 'AI in Securities Compliance: The Architecture Behind the Marketing Pitch'. The piece delves into the technical architecture supporting AI in securities compliance. Research / Article
11-May-2026 AI in Securities Compliance: The Architecture Behind the Marketing Pitch Research / Article
07-May-2026 Greenboard introduces 'The System of Action', a new operating model for securities compliance. It aims to provide financial firms with a modern approach to managing regulatory requirements. Research / Article
13-Apr-2026 Greenboard discusses why compliance becomes a bottleneck in financial firms, offering insights and regulatory updates. Research / Article,Business
25-Mar-2026 How Greenboard and Kroll Help Investment Advisors Unify Compliance Partnerships, Integrations
Not yet provided by Greenboard

Last Updated: 

20Jun25