# Greenboard

> Greenboard is a New York-based regtech company building an AI-native compliance platform for SEC- and FINRA-regulated financial firms. Founded in 2023 by Dave Feldman and Ed Schembor, the company consolidates communications archiving, employee and firm compliance, marketing review, vendor diligence and books-and-records into a single system, with an 'expert-in-the-loop' AI layer called GreenboardGo. Backed by Base10 Partners, Y Combinator and General Catalyst, Greenboard has raised $20M total and serves more than 500 financial institutions.

- **Founded:** 2023
- **Headquarters:** New York, New York, United States
- **Founders:** Dave Feldman (Co-Founder & CEO), Ed Schembor (Co-Founder & CTO)
- **Team size:** 27
- **Products:** Greenboard Platform, GreenboardGo, Communications Archive & Supervision, Marketing Compliance, Employee & Firm Compliance
- **Notable:** Raised $20M total funding across Seed and Series A, Grew to 500+ financial institution customers, Reported 99.14% reduction in e-communications false positives

## Products & services

- **Greenboard Platform** — A unified, cloud-based compliance system that connects archiving, firm compliance, employee compliance, marketing compliance and third-party diligence into one place, built on WORM-based, 17a-4 compliant, SOC 2 Type 2 architecture.
- **GreenboardGo** — An AI-native, conversational layer built on top of a firm's compliance books and records that answers employee questions instantly, routes decisions to the right compliance expert, and prepares tasks for human review and sign-off - integrated into workflows rather than bolted on as a chatbot.
- **Communications Archive & Supervision** — AI-driven e-communications archiving and surveillance that reduced false positives by 99.14%.
- **Marketing Compliance** — Automated marketing content review with an average 7-second turnaround.
- **Employee & Firm Compliance** — Know-Your-Employee (KYE) monitoring, trade screening, and firm-wide compliance program management.
- **Third Party / Vendor Diligence** — Automated vendor and third-party compliance diligence workflows.

## Achievements

- Raised $20M total funding across Seed and Series A
- Grew to 500+ financial institution customers
- Reported 99.14% reduction in e-communications false positives
- Average 7-second marketing review turnaround
- 99%+ customer retention; 88% of customers eliminate multiple legacy tools after switching
- Selected for Y Combinator Winter 2024 batch

## Latest updates

- **2026-05** — Raised $15.5M Series A led by Base10 Partners, bringing total funding to $20M; announced 500+ customers and the GreenboardGo AI layer.
- **2025-06** — CEO Dave Feldman featured on RIA Channel discussing modernized compliance for RIAs.
- **2024-05** — Announced $4.5M seed round and Y Combinator W24 participation.

## Links

- Website: https://www.greenboard.com
- LinkedIn: https://www.linkedin.com/company/greenboard-compliance

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Profile page: https://yespress.io/greenboard
Published by YesPress — https://yespress.io
Last updated: 2026-07-20