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Greenboard
AI-powered compliance operating system for financial firms
About Greenboard
Greenboard provides a consolidated, AI-native operating system for financial compliance. The company was founded in June 2023 by CEO Dave Feldman and CTO Ed Schembor, who met as freshmen at Johns Hopkins University and have prior experience at companies like Amazon, Guideline, and Hive AI. The founders created Greenboard after observing how fragmented and outdated compliance software was for most financial firms.
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The company's platform is designed for fintechs, private funds, wealth managers, and broker-dealers, helping them meet SEC and FINRA requirements. It consolidates various compliance functionalities onto a single platform, aiming to replace multiple point solutions. Core features include communications archiving, employee compliance (such as personal trade monitoring), marketing review, firm compliance workflows, and third-party due diligence. The platform uses AI to detect risks, automate tedious tasks, and streamline processes like pre-filling questionnaires and managing regulatory changes. Greenboard's business model is centered on providing this comprehensive software solution, which helps firms reduce costs and enhance their culture of compliance.
Based in New York, Greenboard participated in the Y Combinator Winter 2024 accelerator program. In May 2024, the company announced a $4.5 million seed funding round led by Base10 Partners, with participation from Y Combinator, General Catalyst, and others, to accelerate the development of its platform.
Latest news
Press, funding announcements and product moves mentioning Greenboard.
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES A✓Equity / VC | May 2026 | $16M | $62M | General Catalyst · Commerce Ventures · Transpose Platform · Wayfinder Ventures | ↗ |
| SEED✓Equity / VC | May 2024 | $4.5M | $18M | Base10 Partners | ↗ |
Growth signals
Latest recorded traffic for Greenboard is 17K monthly website visits, up 73.5% over the last three months. Greenboard's team grew 86.7% over the past year.
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Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed2 investors entered at this stage
Y Combinator
Base10 Partners
Series A6 investors entered at this stage
General Catalyst
Commerce Ventures
Transpose Platform
Wayfinder Ventures
Kulveer Taggar
Liquid 2 Ventures
Source: Dealroom Talent Intelligence.
Global footprint
team presence
Market sentiment
An AI-synthesised read of the highest-engagement posts about Greenboard on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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