NEW YORK, — Greenboard, the AI-native system of action for SEC and
FINRA compliance, today launched GreenboardGo2.0, the first AI harness built for compliance
teams. It builds on GreenboardGo, the conversational AI layer Greenboard introduced in May,
and runs across the whole Greenboard platform, so compliance teams can ask, configure and
automate any part of their program from one place, with every step written to a WORM-based,
17a-4 compliant record.
GreenboardGo2.0 also works where teams do: in Slack, Teams, Claude and ChatGPT, with
more than 240 Greenboard tools available over MCP. Everything runs inside the permissions
the compliance team sets, and a person signs off before anything is final.
“GreenboardGo is a new category of product, and is effectively what we have been building
towards since we started the business. I expect by 2030 AI harnesses will totally replace all
other compliance software, and we’re the first to bring this to market.”
— Dave Feldman, Founder and CEO, Greenboard
A new category of compliance software
A foundation model alone can’t do compliance work, which depends on reaching the right policy,
record, tool, and person at the right time. A harness supplies that connection, along with the
firm’s context, its guardrails and an evidence trail an examiner can follow. Traditional platforms
ship a fixed list of features. GreenboardGo2.0 gives teams the parts to build their own agents:
any trigger, any context, any sequence of actions, and the exact point where a person signs off.
“Harnesses turn AI models into step-change productivity gains in real-world work. Software
engineers and lawyers already know this. With GreenboardGo2.0, the compliance profession
will too.”
— Ed Schembor, Co-founder and CTO, Greenboard
A fiduciary commitment
Greenboard is also publishing its fiduciary commitment, built on six principles: loyalty, care,
candor, supervision, agency and continuity. GreenboardGo works only for the firm using it,
Greenboard doesn’t sell firm data, and the firm’s data leaves with it whenever it asks. The full
commitment is at greenboard.com/fiduciary-commitment.
One platform for the entire compliance program
GreenboardGo2.0 runs on the platform that served 750 regulated firms and 35,000 people last
quarter. That platform covers archiving and AI-native supervision for email, social and text;
employee compliance, including attestations, pre-clearance and trade monitoring; marketing
review; firm compliance and filings; and third-party due diligence. Because it all sits on one
record, the harness works across every module. It can modify workflows, forms, rules and
settings, report across the program, and automate anything a team can build in Greenboard,
always within the firm’s permissions.
About Greenboard
Greenboard is the AI-native system of action for SEC and FINRA compliance, serving RIAs,
broker-dealers, private funds, hedge funds and fintech platforms. Its platform runs on one
WORM-based, 17a-4 compliant record, with GreenboardGo built into every workflow.
Greenboard is SOC 2 Type 2 compliant and based in New York and Scottsdale. Learn more at
greenboard.com.
Greenboard has raised more than $20 million from investors including Base10 Partners,
General Catalyst and Y Combinator, and its Series A was covered by Fortune.
Media contact:
Adam Ellison, adam@greenboard.com
