Harbor Compliance is a leading technology platform for entity compliance, helping more than 80,000 businesses and nonprofits manage licensing, tax registration, and legal entity requirements nationwide. Founded in 2012 and recognized repeatedly by the Inc. 5000 and Deloitte Technology Fast 500, we've grown through five strategic acquisitions — and are now backed by a 2026 majority growth investment from Bregal Sagemount to accelerate product, AI, and customer experience. We're a passionate team making compliance simpler and smarter for every organization we serve.

This is a contractor position and will start as a 6-month contract with opportunity for extension.

The Intelligent Automation Engineer builds automation that handles customer compliance filings — annual reports, charitable registration renewals, business formations, and registered agent changes — across state and government portals, as part of Agentic Operations' migration from legacy RPA (Fortra/UiPath) to an agentic stack built on Browserbase. This role suits a technically minded RPA or web automation engineer looking for hands-on exposure to agentic, AI-assisted development, measured by reliable, production-grade delivery on a predictable sprint cadence.

Responsibilities

Design and build browser automations for government agency portals — data scraping, form fill, and filing submission — using Browserbase or comparable frameworks.
Use Claude Code as the primary environment for agentic coding of automations.
Author automation specs using OpenSpec prior to implementation for structured handoff to agentic coding.
Migrate and refactor existing RPA-based workflows (Python/RPA tooling) to the agentic stack as assigned.
Integrate with internal and third-party APIs supporting the filing and data pipeline.
Participate fully in Agile ceremonies on a two-week sprint cadence — planning, standups, backlog refinement, demos, retros — tracking work in Jira with accurate status and estimates.
Troubleshoot production issues in live automations, including CAPTCHA/bot-detection, portal changes, and filing failures.
Document completed automations and collaborate with product, data, and ops stakeholders to validate output against business and compliance requirements.

Qualifications

Hands-on experience with Claude Code or a comparable agentic/AI-assisted coding tool.
Experience with Browserbase or a comparable web automation framework (e.g., Playwright, Puppeteer, Selenium).
Prior experience with RPA tools (e.g., UiPath, Fortra Automate) and/or Python-based web automation.
Working knowledge of REST APIs.
Experience working in Jira within a Scrum/Agile team, including sprint planning and backlog hygiene.
Strong debugging and problem-solving skills for brittle, change-prone web targets (e.g., CAPTCHA/bot-detection handling), with attention to detail and clear communication.

Preferred

Experience using OpenSpec (or a comparable spec-driven design approach) to scope work for agentic coding.
Experience contributing to a migration from legacy RPA to agentic AI automation.
Familiarity with compliance, legal, or regulatory filing domains, and/or SQL experience (MySQL/MSSQL) for filing and customer data.

Accommodations:

Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

Compensation:

This is a contract position engaged as an independent contractor, not eligible for Harbor Compliance's employee benefits program. Compensation is based on an hourly or fixed monthly rate, determined by skill set, experience, and scope of work, and will be specified in the contractor agreement.

Equal Opportunity Statement

Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.

Notice Regarding the Use of Selection Technology

Harbor Compliance uses third-party automated tools and skills assessments (such as Testlify and Rippling) to help evaluate job applications and streamline our hiring workflow. These tools assist our recruitment team in reviewing qualification trends and scheduling, but all final employment decisions are made solely by humans on our Talent Success team, and all tools are subject to human oversight.

Depending on your location, local laws may grant you specific disclosure rights or the option to request an alternative evaluation process. If you require a reasonable accommodation or wish to opt out of automated assessment steps due to regional regulations, please notify your recruiter. Opting out will not negatively impact your application.

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About the company

Harbor Compliance provides software and services that help businesses manage regulatory requirements. Its product suite includes automated data entry, data synchronization across systems, and APIs to detect opportunities and place orders, all integrated with a company’s existing workflows. It differentiates itself by combining software with specialized, industry-spanning compliance services that automate routine tasks and ensure cross-system data consistency. The goal is to save clients time, reduce non-compliance risk, and streamline regulatory processes across the corporate lifecycle for startups and established companies.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Lancaster, Pennsylvania

Founded

2012

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Simplify's Take

What believers are saying

Harbor Compliance serves 80,000 organizations after the 2026 Bregal Sagemount transaction.
Chad Nuss joined in February 2026, bringing operating discipline and go-to-market focus.
Management is investing in AI, product development, and customer experience after the capital infusion.

What critics are saying

Private equity control under Bregal Sagemount pressures margins and exit timing within three years.
Integrating Firstbase and CorpoMax risks service disruptions, churn, and distracted engineering through 2026.
CT Corporation and LegalZoom can commoditize filings, collapsing Harbor Compliance’s premium services business.

What makes Harbor Compliance unique

Harbor Compliance centralizes entity management, licensing, tax registration, and records across jurisdictions.
Bregal Sagemount’s February 2026 majority investment validates Harbor Compliance’s scaled software-services model.
Firstbase and CorpoMax acquisitions broaden founder formation, international incorporation, and multilingual coverage.

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Benefits

Health Insurance
Unlimited Paid Time Off
Parental Leave
Fertility Treatment Support
401(k) Retirement Plan
Tuition Reimbursement

Growth & Insights and Company News

Headcount

6 month growth

12%

1 year growth

12%

2 year growth

12%

PR Newswire

Sep 8th, 2026

Harbor Compliance lands majority investment from Bregal Sagemount, earns 8th Inc. 5000 spot with 55% growth

Harbor Compliance has secured its eighth consecutive appearance on the Inc. 5000 list of America's fastest-growing private companies, reporting three-year revenue growth of 55%. The Lancaster-based compliance and licensing services provider received a majority growth investment from Bregal Sagemount in February 2026 and appointed Chad Nuss as chief executive officer. Industry veteran John Weber, former CEO of CT Corporation, joined the company's board of directors alongside partners from Bregal Sagemount. Founded in 2012, Harbor Compliance serves more than 40,000 customers nationwide with regulatory data, software and managed services. The company helps businesses and nonprofits manage registration rules, licensing categories and reporting obligations across different jurisdictions through a single interface.

Pillsbury Winthrop Shaw Pittman LLP

Apr 15th, 2026

Harbor Compliance secures majority investment from Bregal Sagemount

Harbor Compliance, a technology and services firm providing regulatory compliance and licensing solutions, has received a majority growth investment from Bregal Sagemount. Financial terms were not disclosed. Founded in 2012, Harbor Compliance serves businesses and nonprofits across the US and in over 30 countries, offering entity management and compliance solutions. Pillsbury represented a co-founder of Harbor Compliance in the transaction. The deal team was led by M&A partner Adam Rachlis and Corporate Tax partner Josh Becker, with support from several other partners across mergers and acquisitions, executive compensation and intellectual property practices.

Business Wire

Feb 20th, 2026

Harbor Compliance Secures Majority Growth Investment from Bregal Sagemount and Appoints New CEO

Harbor Compliance, a leading provider of entity compliance solutions for nonprofit and mid-market corporate customers, today announced that it has received a...

Harbor Compliance

Feb 19th, 2026

Investing in the Next Phase of Harbor Compliance

Investing in the next phase of Harbor Compliance. Harbor Compliance has reached an important point in its growth, shaped by the increasing complexity of regulatory requirements across states, industries, and organizational structures. As organizations face more fragmented rules, tighter timelines, and higher expectations for accuracy, demand continues to grow for centralized, technology-driven compliance solutions that reduce risk and provide clarity. To support this next phase, Harbor Compliance has partnered with Bregal Sagemount through a majority-growth investment and has appointed Chad Nuss as Chief Executive Officer. Together, these steps strengthen the company's ability to scale its platform, accelerate innovation, and support customers as compliance requirements continue to expand. This moment builds on a strong foundation. The combination of new leadership and a strategic partner reinforces Harbor Compliance's direction while preserving the principles that have guided the company since its founding. Strengthening leadership to better serve its customers. Chad Nuss brings deep experience leading and scaling technology-driven businesses. His approach emphasizes disciplined growth, operational focus, and customer impact, which closely aligns with where Harbor Compliance is headed. "I'm excited to join Harbor Compliance at such an important moment in its journey. The company has built a strong foundation and an outstanding team, and I look forward to working closely with them and our new partners to continue investing in the platform and delivering even greater value to our customers." - Chad Nuss, CEO, Harbor Compliance As Harbor Compliance moves forward, leveraging past experience and success remains a priority. Co-founders Mike Montali and Megan Danz will continue to play active roles as board members and advisors, helping ensure alignment with the company's mission, culture, and long-standing commitment to customers. "When we founded Harbor Compliance, our goal was to build a technology-driven platform that fundamentally improves how organizations manage complex regulatory requirements." - Mike Montali, Co-Founder "This is a defining moment for Harbor Compliance. With Bregal Sagemount as our partner and Chad as CEO, we believe the company is exceptionally well-positioned to deepen its platform and continue delivering trusted solutions to customers nationwide." - Megan Danz, Co-Founder A strategic partnership for long-term growth. Partnering with Bregal Sagemount supports Harbor Compliance's long-term vision. The firm brings experience working with technology-enabled businesses operating in complex, fragmented markets, making the partnership a strong fit as the company scales. The investment provides additional resources to accelerate product development, expand technology capabilities, and enhance the overall customer experience. These efforts focus on helping organizations navigate regulatory requirements with greater confidence and efficiency as compliance landscapes continue to evolve rapidly. "Harbor Compliance has established a differentiated position by delivering a modern, technology-native approach to entity compliance. We are excited to partner with the Harbor team to accelerate investments in product innovation, artificial intelligence, customer experience, and go-to-market capabilities." - Pavan Tripathi, Co-Founder and Partner, Bregal Sagemount Continuing to build for the organizations Harbor Compliance serve. Since its founding in 2012, Harbor Compliance has grown to support more than 80,000 organizations across a wide range of industries. Its SaaS platform serves as a centralized system of record for entity management, licensing, tax registration, and records management, helping teams maintain accuracy and consistency across jurisdictions. This investment enables continued investment in infrastructure, technology, and service delivery, while day-to-day operations remain stable. Customers can expect the same level of reliability and support as the company builds for the future. Harbor Compliance's focus remains unchanged: helping organizations maintain good standing, manage regulatory requirements with clarity, and operate more efficiently. With new leadership, a strategic partner, and a strong foundation already in place, the company is well-positioned for the years ahead.

AIJourn

Dec 10th, 2025

Harbor Compliance Acquires Firstbase, Expanding Support for Entrepreneurs and Growing Businesses

Harbor Compliance acquires Firstbase, expanding support for entrepreneurs and growing businesses. LANCASTER, Pa., Dec. 10, 2025 /PRNewswire/ - Harbor Compliance announces the acquisition of Firstbase.io. The acquisition combines Harbor Compliance's deep expertise as a leading provider of compliance solutions with Firstbase's innovative technology that helps entrepreneurs launch, manage, and grow their businesses. Through this acquisition, Firstbase becomes part of Harbor Compliance's mission to simplify how businesses manage government filing requirements. Firstbase customers will continue to use the technology they depend on with the added infrastructure of Harbor Compliance's nationwide compliance solutions. "Firstbase has built an all-in-one operating system for founders," said Mike Montali, CEO of Harbor Compliance. "By bringing Firstbase into the Harbor Compliance platform, we're extending the proven compliance solutions that help companies confidently manage their next phase of growth. This will help customers of Firstbase expand their businesses while maintaining compliance. Our commitment is to preserve what people love about Firstbase while enhancing its capabilities with the technology and service that Harbor Compliance is known for." The acquisition marks a strong new chapter for both organizations and extends Harbor Compliance's services to international customers looking to form businesses in the US. With more than 30 thousand incorporations from nearly 200 countries, Firstbase helps solve the common challenge of business incorporation. The addition of Firstbase positions Harbor Compliance to accelerate innovation and expand the support to founders. Customers will continue to receive the trustworthy service they rely on, while also benefiting from clearer guidance and tools that make starting and running their businesses easier. About Harbor Compliance Founded in 2012, Harbor Compliance helps businesses and nonprofits manage regulatory requirements nationwide through expert services and proprietary compliance technology. The company has served over 40,000 clients across a wide range of industries, simplifying entity management, business licensing, and registered agent services. For more information, visit www.harborcompliance.com. Firstbase is a technology platform that simplifies business formation and management for entrepreneurs around the world. From incorporation and banking to compliance and growth tools, Firstbase enables founders to launch and operate their companies seamlessly. Learn more at www.firstbase.io. View original content to download multimedia:https://www.prnewswire.com/news-releases/harbor-compliance-acquires-firstbase-expanding-support-for-entrepreneurs-and-growing-businesses-302638032.html SOURCE Harbor Compliance