Dave Feldman
CEO
Open roles0
Total raised$15.5M
Team size1-10
Founded · Stage2023 · Series A
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About the company
What they build and who they serve.
Greenboard is an AI-native compliance platform for financial institutions, founded in 2023 by Dave Feldman and Ed Schembor in New York. Its unified system replaces fragmented legacy tools for employee compliance, communications supervision, marketing review, third-party oversight, and securities recordkeeping (17a-4). More than 500 RIAs, broker-dealers, and asset managers run their compliance programs on the platform, with the recently launched GreenboardGo adding a conversational AI layer that resolves employee compliance questions and routes edge cases to in-house experts for sign-off.
Team & contacts
Key people at the company—reach out on LinkedIn or email.
Derick Edwards
Sales Director
Cameron Burns
Founder
Ali Awari
Software Engineer
Tal Magdish
Founding Engineer
Why it matters
Signals from funding, traction, and product direction.
- Series A is a previously-unannounced $15.5M tranche disclosed alongside the rollout of GreenboardGo and a total-raised figure of $20M (cumulative across seed + Series A).
- Base10 Partners (Rexhi Dollaku, General Partner) led the Series A — the same lead from the $4.5M seed round in 2024, signaling pro-rata conviction.
- 500+ financial institutions (RIAs, broker-dealers, asset managers) run compliance programs on Greenboard with 99%+ retention; JMG Financial reports 60% lower compliance onboarding time and Root Financial saves ~24 hours/week on marketing reviews.
- Use of proceeds: expand GreenboardGo conversational AI layer, invest in product development, and scale go-to-market.
Funding history
Rounds and investors over time, newest first.
Series A
$15.5MBase10 Partners · LeadCommerce VenturesGeneral CatalystWayfinder VenturesKulveer TaggarY CombinatorTranspose Platform VCLiquid2 Ventures
In the news
Press, announcements, and coverage about this company.
Investors
Base10 PartnersCommerce VenturesGeneral CatalystWayfinder VenturesKulveer TaggarY CombinatorTranspose Platform VCLiquid2 Ventures
Focus areas
Series AAI/MLComplianceEnterprise SoftwareFintech
No open roles on the board yet
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