FinTech Global · Jun 2026
Interview/article featuring CEO Dave Feldman on why fragmented compliance stacks create operational drag and why a unified system matters.
Company research
Public company, workplace, funding, and market signals
Updated Aug 16, 2026
Overview
Greenboard is an AI-native securities compliance and operations platform for financial institutions, helping firms consolidate compliance workflows into a single system and automate risk detection, employee guidance, supervision, and audit trails.
Primary product
GreenboardGo and the core Greenboard compliance platform for SEC/FINRA compliance workflows
Founded
2023
Headquarters
New York, New York, United States
Team size
20-30 employees
Industry
Financial Services
Sub-industry
RegTech / compliance software for financial institutions
Offices
Austin, Texas, United States
Business model
B2B SaaS
enterprise software
subscription
Funding
Stage
Series A
Total raised
$20.1M
Latest round
Series A · May 2026
Latest amount
$15.5M
May 2026 · Base10 Partners
May 2024 · Base10 Partners
Jun 2023
People & investors
Leadership
Co-Founder & CEO
Ed Schembor
Co-Founder & CTO
Chief of Staff
Chief of Staff
Founding Product Manager
Director, Customer & Product Operations
Founding Account Executive
Tech Lead
Advisor
Founders
Co-Founder & CTO
Work & culture
Primary-source posts suggest a fast-growing, product- and customer-oriented startup culture with heavy emphasis on compliance expertise, AI-driven workflows, and rapid hiring. Public posts also mention offsites and close collaboration across engineering, product, sales, and customer success.
Compensation
No public compensation policy or salary bands were found in primary sources.
Product & market
Pricing
Not publicly disclosed; appears to be enterprise SaaS with customized sales-led pricing.
Differentiators
- —AI-native system of action rather than a static system of record
- —Consolidates employee compliance, communications supervision, marketing review, third-party oversight, and firm-wide workflows
- —Built for SEC and FINRA compliance
- —Automates policy-grounded guidance and auditability
- —Claims 500+ financial institutions and 99% customer retention in company materials
Technology
jira
hubspot
webflow
google sheets
rippling
python
linkedin ads
snyk
qualys
figma
linkedin
sql
elastic
aws secrets manager
google ads
iam
microsoft office
google workspace
microsoft
nuance','ramp','react','c','notion','hunter
Customers
Financial institutions
Registered investment advisers
Wealth managers
Private funds
Hedge funds
Broker-dealers
Competitors
Vanta
Drata
Smartsheet/legacy compliance tooling
Confluence/SharePoint-style manual workflow stacks
Other regtech and securities compliance platforms
Scale & contact
Estimated revenue
Likely low to mid single-digit millions ARR range based on 24 employees, 500+ institutions, and early-stage SaaS profile; exact revenue not publicly disclosed.
Estimated monthly visits
11.1K
Traffic estimate as of Jun 2026
Latest news
RegTech Analyst · May 2026
Secondary coverage of the Series A and total funding.
Fortune · May 2026
Main secondary source on the Series A and the company's AI-compliance positioning.
Morningstar / Business Wire · May 2026
Business Wire release syndication describing the $20M total funding announcement, investors, and GreenboardGo launch.
Business Wire · May 2026
Primary release for Greenboard's total funding, product launch of GreenboardGo, and claims of serving 500+ financial institutions and 99% customer retention.
Jobs and careers at Greenboard
5 jobs at Greenboard
AI Automation Engineer
On-site
Engineering
New York City; New York City, New York, United States
1w ago
On-site
Full-time
Software Engineer (2027 Grads)
On-site
Engineering
New York City; New York City, New York, United States
1w ago
On-site
Full-time
General Interest/Future Considerations
On-site
TBD
New York City
1mo ago
On-site
Full-time
Full Stack Software Engineer
On-site
Engineering
New York City
2mo ago
On-site
Full-time
Senior DevSecOps Engineer
On-site
Engineering
New York City
5mo ago
On-site
Full-time