Skip to main content

Greenboard

Technology, Information and Media

Greenboard is the new system of action for SEC & FINRA compliance.

Is Greenboard hiring?

Yes. As of November 5, 2026, Greenboard has 6 open roles on Metaintro. 6 were posted in the last 30 days.

Open roles

Newest first. Pay shown when the posting lists it.

Hiring pattern

How fast Greenboard is adding roles, and how they're set up.

New roles each monthRoles first posted in the month

4
2
6
0
AugustSeptemberOctoberNovember
November: 0 new roles.

How roles are set upShare of open roles

8%
92%
HybridOn-site
8% of roles are hybrid or remote.

Customers

All 7 companies Greenboard names as customers.

Customers hiring now2

Case studies3

  • TIFF
  • JMG Financial Group
  • JMG

Other customers2

  • TIFF Investment Management
  • Fiduciary Financial

What their customers say

Quotes from people at Greenboard's customers.

“I can’t say they like compliance, but I can tell you that advisors love Greenboard.”

“The personal support, the AI capabilities, and then the backing from the compliance expertise makes me a lot more comfortable... knowing that we're doing things the right way.”

Doug ThalhammerCCO · FSG

“I appreciated the transparency from Greenboard. It was a very open discussion. It seems like a very productive venue to kick around ideas, scope out new features, and see how other people are thinking about these things.”

Christian SzautnerCCO · TIFF

“I know you've grown a lot and taken on a lot of additional clients, and we haven't seen any step down in the responsiveness or the customer service.”

Christian SzautnerCCO · TIFF

“When we were onboarding, there were a number of features in the pipeline that were important to us. You've stayed on track and rolled out that functionality on the timelines you've been telegraphing to us.”

Christian SzautnerCCO · TIFF
Show 25 more quotes

“We realized pretty quickly that, in addition to offering the additional eComms support we were looking for, there were a lot of other modules that were interesting. Greenboard offered better solutions, more features, more tech and AI enabled, just more cutting edge.”

Christian SzautnerCCO · TIFF

“You've been extremely open and willing to make tweaks and build out additional features just for us. And you've also proactively suggested improvements. Not only being responsive to what we were asking for, but actually coming with ideas of your own.”

“Whatever we came up with, it had to move as fast as the content creators moved”

“Greenboard keeps taking our feedback, making massive improvements to the platform, and turning suggestions into actual updates…and fast! Huge thanks to the Greenboard team, we appreciate the partnership.”

“Greenboard will make it easier for us to keep up [with regulatory guidelines] and will continue to make it easier to support as the platform evolves,”

Adam Boyer · CCO & COO · JMG Financial Group

“It's kind of an absurd thing to say,” Adam acknowledged, “but I've gotten the most positive feedback out of standing up this compliance platform than anything else I've done in a very long time.”

Adam Boyer · CCO & COO · JMG Financial Group

“The philosophies align, and that's where you get the right synergies. A platform is a platform, but service makes the difference.”

Adam Boyer · CCO & COO · JMG Financial Group

“You're not going to get that at the other big shops.”

Adam Boyer · CCO & COO · JMG Financial Group

“The team’s ability to work with us upfront and get everything connected so we were in a good spot from day one, that was really important,”

Adam Boyer · CCO & COO · JMG Financial Group

“Greenboard becomes an easier way for us to continue to monitor, manage, and administer the compliance program in a way that's seamless and efficient,”

Adam Boyer · CCO & COO · JMG Financial Group

“That saves us a lot of time and puts our attention in the right places,”

Adam Boyer · CCO & COO · JMG Financial Group

“Compared to our old provider, there's solid time savings in those eComms reviews week over week. We don't get nearly as many because there aren't as many false flags,”

Adam Boyer · CCO & COO · JMG Financial Group

“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. They absolutely love it.”

“The curve starts to flatten for JMG as we bring on technology like Greenboard. Before, five new employees meant a lot more compliance work. Now it's diminishing – it doesn't require nearly as much work for us when we add an employee.”

““ To have so many tools consolidated into the platform created nothing but efficiency. Having it integrated with our consultants so that they can help and are familiar and can navigate... the efficiency has been immeasurable. ””

Steve Robinson · Director of Technology and Logistics · FSG

“"It's AI being monitored by people who know where the lines are, and then the personal interaction. It's not an automated robot. Being able to talk with somebody and not just get an automated response makes a huge difference."”

FSG

“"There's not one all-be-all person that handles this beast of a job," Jordan said. "The partnership with Greenboard and ICA heightens the greatness of things that we're doing."”

Jordan · FSG

“"I don't want to say that Greenboard and ICA were holding our hands through the process," Steve said, "but they were holding our hands through the process. We never ran into major obstacles. We were never down operationally."”

Steve · FSG

““ The support was incredible right from the jump. ””

Steve Robinson · Director of Technology and Logistics · FSG

“"To have so many tools consolidated into the platform created nothing but efficiency," Steve said.”

Steve · FSG

“"I used to take those home and read them. Now I can get a scope based on what the AI flags, and when it's difficult, get some alternative language put in as suggestions. The efficiency has been immeasurable for me."”

FSG

“"I would see Doug working on that for hours," Jordan said. "I can get that done fairly quickly now."”

Jordan · FSG

“"We would do vendor due diligence for a week," Steve said, "and now a single person can get it done within an hour or two."”

Steve · FSG

““ I probably would have dismissed it out of hand if it came from a separate third party... but because it was coming from [ICA] and [Lindsay] was going to be involved with it and integrated with it, it was a very exciting prospect. ””

Doug Thalhammer · CCO · FSG

“Whatever we came up with for marketing reviews had to move as fast as the content creators moved. Huge thanks to the Greenboard team.”

AI launches and partners

What Greenboard has launched and who it works with on AI.

  • LaunchAI rules and lexiconsA risk graph firms configure combines AI rules and lexicons.
  • LaunchGreenboardGo 2.0GreenboardGo 2.0 runs across the Greenboard platform so compliance teams can ask, configure and automate their program, and works in Slack, Teams, Claude and ChatGPT.
  • LaunchAI review for archiving and supervisionGreenboard uses AI review to surface only what needs attention in captured email, text, and social communications.
  • LaunchAI-powered compliance operating systemGreenboard provides private fund managers with an AI-powered compliance operating system for archiving, marketing, trading, and employee oversight.

Skills they ask for

Most frequent across open postings.

Most requested skills

  • CRM hygiene
  • Outbound prospecting

Tech stack

Analytics
Google Tag Manager
Google Analytics 4
Security
CookieYes
CMS
Sanity
HubSpot CMS
Frameworks
Next.js
Libraries
Tailwind CSS
jQuery
GSAP
Swiper
Marketing
HubSpot
CDN
Amazon CloudFront
jsDelivr

Company facts

Headquarters
New York, US
Founded
2023
Industry
Technology, Information and Media
Sector (NAICS)
Information
Peer
FAR Inspections
Social
LinkedIn

Similar companies

Companies in the same industry as Greenboard that are hiring now.

Questions about Greenboard

Is Greenboard hiring?
Yes. As of November 5, 2026, Greenboard has 6 open roles on Metaintro. 6 were posted in the last 30 days. The most are in Sales (2), Developer (1), and QA Testing Automation (1).
Does Greenboard offer remote or hybrid work?
8% of open roles are hybrid and 0% are remote.
Who are Greenboard's customers?
Greenboard names 7 customers, including FSG, Root Financial, TIFF, JMG Financial Group, and JMG.
What skills does Greenboard look for?
Its open roles most often ask for CRM hygiene and Outbound prospecting.
Return to navigation