Connecting the industry’s best, together.
Greenboard partners with leaders across wealth and financial services — from custody and data to compliance and cloud technology. Together we connect workflows, trading, and analytics through modern APIs and expert regulatory guidance. The result: a flexible, future-ready platform that scales as you grow.
Greenboard is an AI-native, cloud-based operating system that streamlines compliance management, helping financial firms stay organized, efficient, and audit-ready—all in one place.
Financial Advisors
A single, AI-powered operating system automates archiving, marketing, trading, and employee compliance so RIAs can stay focused on clients.
Registration
Expert help paired with modern software and customizable defaults make brand-new firms exam-ready in weeks, not months.
Private Funds
Unified audit trails, automated vendor diligence, and AI-driven risk assessments deliver institutional-grade oversight for every fund structure.
Hedge Funds
Best in-class functionality catered to hedge fund compliance scenarios to drive compliance program efficiency.
Broker Dealers
End-to-end compliance tooling and automation and 17a-4 recordkeeping to replace fragmented tools and reduce exam risk.
Service Partners
White-label portals let compliance consultants orchestrate tasks, alerts, and reporting across all clients from one command center.
