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Greenboard | Cold Start

Checked Jun 6 2026

Greenboard

Greenboard sells AI-native securities compliance software to RIAs, broker-dealers, and fintechs, replacing fragmented legacy tools with a unified system that automates supervision, marketing review, and employee compliance workflows.

greenboard.comChecked Jun 6 202622 cited sources

Source mix2 independent7 reported6 company5 data vendor2 unclassified

Raised$20MCorroborated[3]+2

Last roundSeries A · $15.5MCorroborated[3]+2

FoundersDave Feldman, Ed SchemborCompany-authored[16]+2

HQNew York, United StatesCompany-authored[12]+1

Headcount21 · Jun 2026Company-authored[12]+1

Founded2023Company-authored[10]+2

Evidence notes

Who uses it: Chief Compliance Officers and compliance teams at registered investment advisors (RIAs), broker-dealers, private funds, and fintechs who own the compliance technology budget and are under pressure from regulators shifting from policy audits to behavioral...[3]+3Reported
Public signals: Greenboard Raises $20M to Make Everyone a Compliance Champion | Morningstar[3]+2Reported
Financing: Total raised is $20,000,000.

Source ledger

[1]Greenboard - 2026 Company Profile, Team, Funding & Competitors - TracxnIndependent analysis · tracxn.com · Jun 6 2026
[2]Greenboard 2026 Company Profile: Valuation, Funding & InvestorsIndependent analysis · pitchbook.com · Jun 6 2026
[3]Greenboard Raises $20M to Make Everyone a Compliance Champion | MorningstarIndependent report · morningstar.com · Jun 6 2026
[4]Greenboard raises $15.5 million Series A to keep compliance from slowing down business | FortuneIndependent report · fortune.com · Jun 6 2026
[5]