Greenboard
AI-based compliance platform for SEC- and FINRA-regulated financial firms.
greenboard.comGreenboard builds compliance software for registered advisers and broker-dealers. A company profile says it counts more than 500 financial institutions as users.
The New York company went through Y Combinator's Winter 2024 batch and announced a Series A in May 2026, bringing total funding to about $20 million.
What it does
- RIA registration support
- Compliance program management
- AI-assisted workflows
Coverage
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