Greenboard

AI-native system of action for SEC & FINRA compliance. One unified compliance platform for archiving, supervision, employee compliance, and firm oversight, purpose-built for SEC and FINRA-registered financial institutions.

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Founded: Not disclosed
Headquarters: New York City, NY, USA
Company size: Not disclosed
Products tracked: 8

Products by Greenboard

8 products

PlatformFirst true operating system for modern compliance teams.0.00 reviewsRegulatory Compliance

Communications Archiving & SupervisionAI-powered communications archiving and supervision across email, Slack, Teams, SMS, iMessage, and social media.0.00 reviewsRegulatory Compliance

Employee ComplianceAutomates personal trading pre-clearance, code of ethics attestations, and outside business activity tracking with best-in-class brokerage feeds powered by direct integrations a...0.00 reviewsRegulatory Compliance

Prediction MarketsPreclearance, disclosure, and monitoring workflows for prediction market platforms including Kalshi and Polymarket.0.00 reviewsRegulatory Compliance

Marketing ComplianceStreamlines marketing compliance review and approval workflows with AI assistance.0.00 reviewsRegulatory Compliance

Third Party ComplianceAI-powered vendor due diligence and risk assessment.0.00 reviewsRegulatory Compliance

Firm ComplianceTurns compliance programs into systematic operations with automated compliance calendars, AI-assisted policy management and regulatory change management, and streamlined continu...0.00 reviewsRegulatory Compliance

GreenboardGoAI-native automation built into every compliance workflow.0.00 reviewsRegulatory Compliance

Pricing for Greenboard

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Trust profile

Security and compliance

SOC 2 Type II

WORM / 17a-4 Compliant Architecture

2025 Penetration Test

Business Continuity and Disaster Recovery Policy

Change Management Policy

Change Testing

Code of Conduct

Cybersecurity Insurance

Data Classification Policy

Data Retention and Disposal Policy

Disposal of Customer Data

Encryption in Transit and at Rest

Endpoint Security

High Availability Configuration

Incident Response Plan

Incident Response Plan Testing

Internal Control Monitoring

Network Security Policy

Production Data Use is Restricted

Risk Assessment

Secure Development Policy

Segregation of Environments

Vendor Due Diligence Review

Vendor Risk Management Policy

Vulnerability and Patch Management Policy