G

Greenboard

AI-native operating system for financial compliance

Enterprise Account Executive

Full-Time
$225k - $350k/yr+ 5% 401(k) match
Mid, Senior
Bachelor's
New York, NY, USA
In PersonBased in NYC or willing to relocate to work from the New York office.
Sales & Account ManagementAccount Executive

About the job

Requirements
  • Four to eight years of quota-carrying experience, closing B2B software-as-a-service deals with annual contract values of $100,000 to $500,000.
  • Experience building and sustaining a weekly pipeline through list building, cold calls, cold email, and social selling, rather than relying only on inbound leads or a business development representative list.
  • Experience running complex, multi-stakeholder sales processes from discovery through procurement and close.
  • Ability to forecast accurately, maintain customer relationship management hygiene independently, and work from data.
  • Bachelor's degree or equivalent practical experience.
  • Based in New York City or willing to relocate to work from the New York office.
  • Commercial judgment in deal strategy, prioritization, and negotiation.
  • Ability to communicate clearly and concisely and build trust quickly with executives and operators.
  • Curiosity about financial infrastructure, compliance, and how modern businesses manage operational risk.
Responsibilities
  • Own the full sales cycle, from outbound prospecting through close, across mid-market and enterprise accounts, with responsibility for the assigned quota.
  • Move quickly and thoroughly on every inbound opportunity and build pipeline through cold calls, email, social selling, partnerships, conferences, and other outbound channels.
  • Conduct structured discovery, multi-thread deals, and position value to compliance, legal, finance, and operations stakeholders.
  • Guide deals through procurement, security review, and vendor onboarding at regulated firms, working with product and leadership to unblock stalled processes.
  • Run outbound tests, improve objection handling, and share market feedback with sales leadership and product.
Desired Qualifications
  • Experience selling into financial services, especially registered investment advisers, broker-dealers, or private funds.
  • Experience selling a product that replaces multiple incumbent vendors rather than adding another tool.
  • Early-stage company experience where the sales playbook was not yet established.

About the company

G

Greenboard

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Website

Greenboard provides a single, AI-native operating system for financial compliance that consolidates multiple tools into one platform for fintechs, private funds, wealth managers, and broker-dealers to meet SEC and FINRA rules. It automates tasks and uses AI to detect risk, pre-fill questionnaires, monitor employee personal trades, and manage regulatory changes. By replacing many point solutions, it aims to cut costs and strengthen a firm’s culture of compliance. Its goal is scalable, cost-efficient regulatory compliance for financial firms.

Company Size

11-50

Company Stage

Series A

Total Funding

$20.1M

Headquarters

New York City, New York

Founded

2023

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Simplify Jobs

Simplify's Take

What believers are saying

  • May 12, 2026 Series A lifted total funding to $20 million.
  • Greenboard now serves over 500 financial institutions with 99% retention.
  • Root Financial and JMG Financial reported 24-hour weekly savings and 60% faster onboarding.

What critics are saying

  • One GreenboardGo error can trigger SEC or FINRA scrutiny and destroy trust.
  • Base10 and General Catalyst-backed rivals can copy workflow consolidation before 2027.
  • A bad exam, archiving failure, or hallucinated answer becomes an existential liability.

What makes Greenboard unique

  • Greenboard unifies SEC and FINRA workflows into one AI-native operating system.
  • GreenboardGo uses firm-specific books and records, not generic compliance chatbots.
  • Kroll partnership embeds Greenboard inside advisory-led compliance execution for 500-plus institutions.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Company Match
  • Paid Vacation
  • Paid Holidays
  • Paid Sick Leave
  • Remote Work Options
  • Company Social Events
  • Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

3%

2 year growth

0%
SciTech Today
May 14th, 2026
Greenboard raises $20M to scale AI compliance platform.

Greenboard raises $20M to scale AI compliance platform. Published on May 14, 2026 As seen on: Key takeaways. * $20M total funding raised, including a previously unannounced $15.5M Series A led by Base10 Partners, following a $4.5M seed round in May 2024 * Over 500 financial institutions already on the platform, with a 99%+ customer retention rate, signaling strong product-market fit in the securities compliance space * The raise coincides with the launch of GreenboardGo, a conversational AI layer that gives every employee instant access to their firm's compliance policies, reducing manual coordination overhead * Between 2016 and 2023, employee hours dedicated to regulatory compliance at U.S. financial institutions increased 61% while headcount grew only 20%, the structural pain point Greenboard is now capitalizing on Quick recap. In a move that signals a new chapter for RegTech, New York-based Greenboard announced on May 12, 2026, that it has raised $20 million in total funding, including a previously unannounced $15.5M Series A led by Base10 Partners, with participation from Y Combinator, General Catalyst, Commerce Ventures, and Liquid2 Ventures, among others. The official announcement was made via BusinessWire and amplified across SaaS-focused channels. Alongside the raise, the company unveiled GreenboardGo, its conversational AI compliance layer built directly on a firm's books and records. GreenboardGo: from system of record to system of action. The real story here is not just the money. It is what Greenboard is building with it. GreenboardGo sits as a conversational AI layer on top of Greenboard's existing compliance infrastructure, allowing any employee at a financial institution to ask a compliance question and receive an instant answer grounded in the firm's own policies, not generic regulatory guidance. When a question is ambiguous, the system automatically routes it to the right compliance officer and captures the decision, all before a human reviews and approves the final output. Co-founder and CTO Ed Schembor describes the design philosophy as "expert-in-the-loop architecture," where AI handles retrieval, routing, and drafting, but a compliance professional always has the final sign-off. Early results from client deployments back up the claims: Root Financial saved an estimated 24 hours per week on marketing reviews, while JMG Financial Group cut compliance onboarding time by 60% and saved more than 10 hours weekly on communications surveillance after consolidating from three legacy systems onto Greenboard. The funding will go toward expanding GreenboardGo's capabilities, scaling product development, and broadening go-to-market efforts. Base10 General Partner Rexhi Dollaku noted the firm specifically looks for companies that "automate real operational work, not just surface information," a bar Greenboard clears by converting coordination-heavy workflows into structured, auditable processes. Why this funding round lands at the right moment? The timing of this raise is no accident. The RegTech sector is in the middle of a structural shift, with regulators increasingly moving from "show me your policies" to "show me how your people follow them," a pivot that makes purely passive compliance tools insufficient. By 2026, an estimated 26% of digital onboarding processes in banking are expected to use AI, up from just 8% four years ago, creating a direct market opening for platforms like Greenboard. The broader RegTech industry is projected to grow to nearly $87 billion by 2028, driven by the rising cost of traditional compliance and increasing fraud-related pressures. Greenboard, founded in 2023 by Dave Feldman and Ed Schembor, has moved from a $4.5M seed round to a $20M total capitalization in just over two years, a trajectory that places it well ahead of most compliance SaaS peers at this stage. With nearly 90% of Chief Compliance Officers reporting broader responsibilities than three years ago, the demand signal for platforms that can scale compliance across entire organizations, not just compliance desks, has never been stronger. Competitive landscape. Greenboard competes in the growing AI-native compliance software space for financial institutions. Its two most directly comparable peers at similar scale are SmartRIA and Red Oak Compliance Solutions, both serving RIAs and broker-dealers with compliance automation. Greenboard holds a clear lead in AI-native architecture and multi-function unification, making it more versatile for mid-sized broker-dealers and RIAs running complex compliance programs. Red Oak, with its $51M backing and recent 4U Platform acquisition, has deeper penetration in marketing compliance specifically, which could make it a stronger choice for firms whose primary pain point is advertising review rather than firm-wide coordination. Sci-Tech Today's takeaway. I will be direct: I think this is a quietly significant funding story that is flying under the radar precisely because compliance is not a glamorous vertical. But in my experience tracking fintech and RegTech raises, the companies that solve deeply unglamorous operational pain points at financial institutions tend to have the most durable revenue. Greenboard is not building another dashboard for compliance officers to check. It is building the connective tissue between every employee and the compliance function, and that is a fundamentally different product category. What I find genuinely bullish here is the combination of three things happening at once: 500 customers already generating 99% retention, a marquee investor in Base10 doubling down from seed to Series A, and a new product launch that extends the platform's surface area well beyond the compliance desk. That is not a funding announcement dressed up with a product launch. That is a company that has earned the right to scale. I generally prefer companies that build products their customers actively advocate for over those that just renew contracts out of switching costs, and Adam Boyer's quote from JMG Financial, "Advisors love Greenboard," tells me Greenboard is in the first camp. Add Sci-Tech Today as a Preferred Source on Google for instant updates! Sources. Pramod Pawar (Co-Founder) Pramod Pawar brings over a decade of SEO expertise to his role as the co-founder of 11Press and Prudour Market Research firm. A B.E. IT graduate from Shivaji University, Pramod has honed his skills in analyzing and writing about statistics pertinent to technology and science. His deep understanding of digital strategies enhances the impactful insights he provides through his work. Outside of his professional endeavors, Pramod enjoys playing cricket and delving into books across various genres, enriching his knowledge and staying inspired. His diverse experiences and interests fuel his innovative approach to statistical research and content creation. Companies List

Benzinga
May 12th, 2026
Greenboard raises $20M to turn compliance into shared AI capability for financial institutions

Greenboard, an AI-native platform for securities compliance serving over 500 financial institutions, has raised $20 million in total funding, including a previously unannounced $15.5 million Series A led by Base10 Partners. Y Combinator, General Catalyst, Wayfinder Ventures and others participated. The company is launching GreenboardGo, a conversational AI layer that answers employee compliance questions instantly and automates preparation of compliance tasks. The platform aims to address mounting regulatory pressure: between 2016 and 2023, compliance hours at US financial institutions increased 61% whilst headcount grew only 20%. Founded in 2023, Greenboard replaces legacy compliance tools with a unified system covering communications archiving, employee compliance and marketing review. Early adopter Root Financial has saved 24 hours weekly on marketing reviews. The funding will support product development and expansion.

Fortune
May 12th, 2026
Greenboard raises $15.5M Series A to automate financial compliance with AI

Greenboard, a platform using AI to automate financial compliance, has raised $15.5 million in a Series A round led by Base10 Partners. Y Combinator, General Catalyst, Commerce Ventures, Transpose Platform and Liquid2 Ventures also participated. The funding follows a $4.5 million seed round in 2024. More than 500 financial institutions use Greenboard's platform, which includes Greenboard Go, a conversational compliance tool. Co-founder and CEO Dave Feldman said 88% of customers eliminate multiple legacy compliance solutions after switching to Greenboard. Founded by Feldman and Ed Schembor, who met at Johns Hopkins, the company went through Y Combinator's winter 2024 cohort. Greenboard uses an "expert in the loop" approach, where AI handles routine tasks whilst human experts oversee outputs to maintain trust in the highly regulated compliance space.

Greenboard
May 12th, 2026
Greenboard raises $20M to make everyone a compliance champion.

Greenboard raises $20M to make everyone a compliance champion. Dave Feldman Cofounder & CEO New funding and the launch of GreenboardGo mark the next phase of compliance operations, where employees can access policy-grounded guidance instantly while compliance teams remain fully in control. Read the full press release. Today Greenboard, Inc. is announcing $20 million in total funding for Greenboard, including a previously unannounced $15.5 million Series A led by Base10 Partners. Y Combinator, General Catalyst, Commerce Ventures, Transpose Platform, Liquid2 Ventures, Kulveer Taggar, and strategic industry investors also participated. Alongside the funding, Greenboard, Inc. is launching GreenboardGo, a conversational AI-native layer built on top of a firm's compliance books and records. GreenboardGo answers employee compliance questions instantly with policy-grounded answers, routes decisions to the right compliance owner when judgment is needed, and prepares compliance tasks automatically for human review and sign-off. In the video above, its co-founders Dave Feldman and Ed Schembor discuss why compliance has to move from storing information to acting on it, and what that shift means for the financial firms running on Greenboard today. "For years, compliance work has lived in email threads, spreadsheets, and manual follow-ups. GreenboardGo changes that. Now every employee at a financial institution can access compliance at the speed of best-in-class AI. Our goal is to make everyone in finance a compliance champion, not just the people sitting in the compliance department." - Dave Feldman, Co-founder & CEO, Greenboard Compliance teams are being asked to do more with systems built for another era. The pressure on compliance teams is measurable. Between 2016 and 2023, employee hours dedicated to regulatory compliance at U.S. financial institutions increased 61%, while headcount grew only 20%. Nearly 90% of Chief Compliance Officers report broader responsibilities than they had three years ago. Yet much of the infrastructure behind compliance still depends on fragmented workflows and reactive systems. A CCO preparing for an exam may still pull reports manually from multiple platforms, while compliance teams chase attestations through email and answer routine policy questions that rely on institutional knowledge held by a small number of people. Meanwhile, regulators are shifting from "show me your policies" to "show me how your people follow them," a change that exposes where current compliance infrastructure falls short. From systems of record to systems of action. Most legacy compliance platforms were designed to store activity after the fact. They archive communications, record approvals, retain documents, and track historical events. Those functions remain important, particularly in regulated industries like financial services. But modern compliance programs also need systems that help employees make decisions in the moment. That's the foundation behind GreenboardGo. Because Greenboard already holds a firm's policies, workflows, communications, and supervision infrastructure, GreenboardGo can do something generic AI tools cannot. It can take action grounded in the firm's actual compliance program, not generic regulatory guidance. Any employee can ask a compliance question and get an answer grounded in their firm's policies in seconds without escalating every question to the compliance team. When a question isn't clear-cut, GreenboardGo routes it to the right compliance owner and captures the decision automatically. The compliance team reviews, edits, and approves before anything is finalized. Expert-in-the-loop is the architecture, not a feature. AI inside financial services raises an immediate question: who remains accountable for the final decision? Its answer is unchanged. Compliance professionals are. "Expert-in-the-loop isn't a feature. It's the architecture, pairing human precision with AI recall. The AI prepares reports, answers questions, and routes decisions, but nothing is finalized without a compliance professional reviewing and approving it. That's how you get both efficiency and control in a regulated industry." - Ed Schembor, Co-founder & CTO, Greenboard The goal isn't to remove human judgment from compliance workflows. The goal is to reduce operational friction so compliance professionals can apply their expertise where it matters most. Why customers and investors are betting on this shift. Greenboard, Inc. has seen this play out at firms like Root Financial, one of the fastest-growing registered investment advisors in the U.S., and at JMG Financial Group, where compliance leadership describes what changes when employees can self-serve policy questions: "I've stood up a lot of technology in my career. I've done a lot of process changes, policy changes, and technology changes. And the thing I've heard the most positive feedback about is Greenboard. Employees absolutely love it." - Adam Boyer, COO & CCO, JMG Financial Group Base10 Partners saw the same operational shift: "We look for companies that automate real operational work, not just surface information. Greenboard fits that exactly, taking workflows that used to require constant coordination and turning them into structured, repeatable processes with clear ownership and auditability." - Rexhi Dollaku, General Partner, Base10 Partners The foundation makes GreenboardGo possible. GreenboardGo works because it sits on top of a unified compliance operating system already running at more than 500 financial institutions, with over 99% customer retention. The platform includes 17a-4 compliant communications archiving with AI-native supervision, fully configurable employee compliance, marketing compliance automation, and firm compliance workflows built for collaboration and end-to-end diligence inside a single system. That unified foundation matters. Most firms today still manage compliance across disconnected tools that were never designed to work together. Policies live in one system. Communications supervision happens in another. Attestations and employee disclosures happen somewhere else entirely. When systems are fragmented, operational context becomes fragmented too. A unified platform lets compliance decisions, documentation, supervision, and employee workflows operate from the same source of truth. That's the structure AI-native workflows need to function in a controlled and auditable way. What Greenboard, Inc.'ll do with the funding. Greenboard, Inc.'ll use the new capital to accelerate GreenboardGo rollout, expand product development across supervision and workflow automation, and support the growing number of financial institutions consolidating compliance operations onto a single platform. For its 500+ customer firms, this means faster access to GreenboardGo capabilities and continued investment across every part of the platform they already rely on. The next phase of compliance operations. Greenboard was founded on the belief that compliance technology should do more than preserve records. It should help firms operationalize policies consistently across the organization, reduce unnecessary bottlenecks, and make it easier for employees to do the right thing in real time. As regulators continue shifting from "show me your policies" to "show me how your people follow them," compliance infrastructure has to become more operational, more connected, and more accessible to employees outside the compliance department itself. The firms adapting fastest are treating compliance less like a centralized bottleneck and more like a shared operational capability across the organization. That's the shift GreenboardGo is built to enable. Compliance is no longer just a system of record. It's becoming a system of action. Media inquiries: [email protected]

Corporate Compliance Insights
Mar 27th, 2026
GRC news roundup: Workiva, Smarsh, TrustCloud, Kroll & more.

GRC news roundup: Workiva, Smarsh, TrustCloud, Kroll & more. GRC technology is one of the fastest-growing segments in enterprise software. Here's the latest from brands across the industry. New products & platforms. If there's a theme in recent GRC product news, it's agentic AI - vendors are racing to move beyond copilots and chatbots toward systems that can act, investigate and remediate with minimal human intervention. Recent announcements reflect that shift across cybersecurity, communications compliance and risk management. * TrustCloud launched a security assurance platform designed to integrate governance, risk and compliance with cybersecurity operations for enterprise CISOs. * Workiva introduced AI-powered capabilities across its GRC platform spanning controls management, audit management and risk management. * Smarsh unveiled a suite of AI agents for legal discovery and communications surveillance, including a discovery agent and an intelligent agent for compliance monitoring. * Relyance AI released Lyo, an autonomous data security tool that monitors how AI agents interact with enterprise data in real time. * Living Security launched an AI-native human risk management platform powered by Livvy, an AI risk intelligence engine. * Keysight Technologies introduced a software bill of materials manager, a platform for generating and managing SBOMs to support compliance with regulations, including the EU Cyber Resilience Act. Partnerships. Across financial crime compliance and identity verification, vendors are increasingly combining capabilities. * Sumsub and ComplyAdvantage announced an integration embedding ComplyAdvantage's Mesh intelligence layer into Sumsub's AML screening platform for KYC, KYB and transaction monitoring workflows. * Socure and Checkr Trust announced a partnership combining Socure's identity verification with Checkr Trust's criminal background data network within Socure's RiskOS platform. * Kroll and Greenboard announced a partnership pairing Kroll's compliance advisory services with Greenboard's AI-native platform for financial services firms.