AI to increase human agency in support of a culture of compliance

We’re redefining how compliance teams operate—and setting a new standard for the industry.Materially better compliance software, built to serve compliance people.

Founded by Dave Feldman on LinkedIn and Ed Schembor on LinkedIn
Headquartered in New York, NY
Founded in 2023

Union Square skyline in New York with the Greenboard name on a building

Our investors

Backed by top investors

Greenboard is an AI-native compliance platform for regulated financial firms.

We built a single platform for:

GreenboardGo is our multiplayer AI to get all things compliance done better, faster.

Meet GreenboardGo

GreenboardGo:

Answers employee questions from your firm’s own policies
Routes decisions to the right owner
Prepares work for review

It never approves anything on its own. The point isn’t to take compliance professionals out of the process — it’s to make sure the work that reaches them is the work that actually requires their judgment.

Greenboard supports 750+ financial institutions: registered investment advisers, broker-dealers, private funds, hedge funds, and the compliance consultants and service providers who support them.

Case study

Customer Advisory Board

Better products start with listening

Our Customer Advisory Board brings together compliance leaders from the firms we serve to help shape what we build. Every quarter, they meet with our product and leadership teams to share what’s working, what isn’t, and what they need from us next.

Meet the Advisory Board

Our story

Greenboard co-founders Ed Schembor and Dave Feldman at the FINRA Annual Conference

We founded Greenboard in 2023 after watching compliance teams at financial firms try to keep up with constant SEC rule changes using spreadsheets, email threads, and legacy tools that didn’t talk to each other.

So we went back to the drawing board (hence the name Greenboard). Most compliance programs break down in two places: getting people across the firm to take part, and having good enough data to make a confident call. We built Greenboard to solve both, in one platform that replaces the scattered tools most firms rely on today.

Fixing the people problem meant building for people. Compliance depends on judgment and context, and software won’t replace that. So we build AI that takes the busywork off compliance teams and leaves the decisions with them.

Compliance will always be a human discipline. We’re building to ensure the people doing the work have the best system.

Dave Feldman and Ed Schembor

Our team