# Greenboard **Source:** https://geo.sig.ai/brands/greenboard **Vertical:** Finance **Subcategory:** Accounting Software **Tier:** Leader **Website:** greenboard.com **Last Updated:** 2026-04-14 ## Summary AI compliance operations platform for fintechs and RIAs covering KYE, communications archiving, and risk surveillance; $4.5M from Base10, YC, and General Catalyst protecting billions in client assets. ## Company Overview Greenboard is a San Francisco-based AI-native compliance operations platform for fintechs, private funds, and wealth managers — providing a unified system for Know Your Employee (KYE) compliance, employee trade surveillance, communications archiving, risk detection, and regulatory reporting that replaces the fragmented legacy tools that financial services compliance teams currently use. Founded in 2023 and backed by Base10 Partners, Y Combinator, and General Catalyst with $4.5 million in seed funding raised in May 2024, Greenboard protects billions in client assets for financial services firms. Greenboard's platform addresses the compliance operations burden that regulated financial services firms face: SEC, FINRA, and CFTC regulations require firms to archive all business communications (email, Slack, text messages, voice calls), monitor employee trading for conflicts of interest and insider trading patterns, conduct background checks and ongoing monitoring of employees with access to client funds, and maintain detailed records that can be produced on demand during regulatory examination. Most firms handle this through multiple disconnected tools. In 2025, Greenboard competes in the financial services compliance technology market with Smarsh (communications compliance and archiving), Global Relay (communications archiving for regulated industries), ComplySci (employee compliance monitoring), and StarCompliance (financial services compliance) for the compliance operations automation market at fintechs and registered investment advisors. The compliance technology market has grown as the SEC increased its enforcement activity in 2022-2024, including significant fines for off-channel communications (personal phones and messaging apps used for business communications not archived). Base10 Partners and General Catalyst's investments reflect conviction in the AI-native approach to compliance operations. The 2025 strategy focuses on growing the registered investment advisor and fintech customer base, building the AI-powered risk detection that identifies anomalous employee behavior before regulatory inquiry, and deepening the communications archiving coverage for modern messaging platforms. ## Frequently Asked Questions ### What is Greenboard? Greenboard is an AI-powered financial compliance operations platform founded in 2023 and based in San Francisco, CA. The company builds a singular AI-native compliance operating system that handles KYE, communications archiving, risk detection, and consolidates compliance software to replace legacy back office tooling. ### What products and services does Greenboard offer? Greenboard offers a comprehensive financial compliance platform that includes AI-native compliance operating system capabilities such as KYE (Know Your Employee), communications archiving, risk detection, and consolidated compliance software. The platform is designed to replace legacy back office tooling and serves as an all-in-one compliance solution. ### Who are Greenboard's target customers? Greenboard serves financial institutions including fintechs, private funds, wealth managers, and Fiduciary Financial Advisors. The platform is designed specifically for organizations that need comprehensive compliance solutions to protect client assets. ### When was Greenboard founded? Greenboard was founded in 2023 by Dave Feldman and Ed Schembor, who have a 10+ year relationship. The company participated in Y Combinator's Winter 2024 (YC W24) batch. ### Where is Greenboard located? Greenboard is based in San Francisco, California, United States. ### How much funding has Greenboard raised? Greenboard raised $4.5 million in seed funding in May 2024. The round was led by Base10 Partners, with participation from Y Combinator, General Catalyst, Wayfinder Ventures, Liquid2 Ventures, Twenty Two Ventures, Rogue Capital, and Transpose Platform. ### What are Greenboard's key achievements? Greenboard has protected billions in client assets across its customer base. The company successfully raised $4.5M in seed funding and completed Y Combinator's Winter 2024 program within its first year of operation. ### What technology approach does Greenboard use? Greenboard uses artificial intelligence to power its compliance platform, positioning itself as an AI-native compliance operating system. The platform consolidates multiple compliance functions into a single system, replacing legacy back office tooling with modern AI-powered solutions. ### How can I get started with Greenboard? Based on the provided information, Greenboard serves financial institutions including fintechs, private funds, wealth managers, and Fiduciary Financial Advisors. Contact information was not provided in the available details. ### What is Greenboard's most recent news? Greenboard's most recent news is the announcement of its $4.5 million seed funding round in May 2024, led by Base10 Partners with participation from multiple prominent investors. The company is being described as building 'Rippling for compliance' in the financial services industry. ## Tags b2b, ai-powered, fintech, automation, startup --- *Data from geo.sig.ai Brand Intelligence Database. Updated 2026-04-14.*