ProductUnclaimedAIComplianceFintechOperationsSaaS

Greenboard

by Greenboard

AI-native compliance platform for SEC and FINRA requirements that unifies archiving, employee compliance, and marketing compliance in one action-oriented…

greenboard.com

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About

Greenboard is a next-generation AI-native compliance platform for financial institutions that replaces fragmented tools with a single system covering archiving, firm compliance, employee compliance, and marketing compliance. GreenboardGo is AI automation built into every compliance workflow rather than a separate chatbot layer. The platform is built on WORM-based, 17a-4 compliant architecture for exam readiness, is SOC 2 Type 2 certified, and targets private funds, advisors, and fintechs. Greenboard announced GreenboardGo along with $20M in funding. Greenboard is a product of Greenboard.

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Product details

Product kind
Saas
Pricing model
Enterprise
Free tier
No
Open source
No

Platforms

web

Use cases

SEC compliance managementFINRA complianceMarketing compliance for financial firmsEmployee compliance monitoringRegulatory audit readiness

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