NEW YORK — October 27, 2026 — Greenboard has launched GreenboardGo2.0, an AI harness designed for compliance teams operating under SEC and FINRA requirements. Integrated across the Greenboard platform and accessible through Slack, Microsoft Teams, Claude, and ChatGPT, the system connects compliance workflows with more than 240 tools available through MCP, operating within firm-defined permissions and maintaining a WORM-based, 17a-4-compliant record.
Key Announcement Details
| Attribute | Verified Details |
|---|---|
| Announcement Type | Product Launch |
| Announcing Entity | Greenboard |
| Announcement Date | October 26, 2026 |
| Dateline | New York, US |
| Product | GreenboardGo2.0 |
| Product Category | AI harness for compliance |
| Regulatory Focus | SEC and FINRA compliance |
| Core Capability | Configure and automate compliance workflows |
| Integrations | Slack, Microsoft Teams, Claude, ChatGPT |
| Tool Access | 240+ Greenboard tools via MCP |
| Recordkeeping | WORM-based, 17a-4 compliant record |
| Human Oversight | Person signs off before finalization |
| Platform Scale | 750 regulated firms; 35,000 people served last quarter |
| Fiduciary Commitment | Six principles covering loyalty, care, candor, supervision, agency, and continuity |
| Company Funding | $20M+ raised |
| Headquarters | New York and Scottsdale |
| Website | greenboard.com |
GreenboardGo2.0: AI Automation for Compliance Teams
GreenboardGo2.0 extends GreenboardGo, the conversational AI layer Greenboard introduced in May. The new release operates across the company’s full platform, allowing compliance teams to ask questions, configure workflows, and automate tasks from one place.
Key capabilities include:
- Platform-wide access: Work across Greenboard’s compliance modules through a unified AI harness.
- Workflow configuration: Modify workflows, forms, rules, and settings.
- Agent building: Assemble agents using configurable triggers, context, and action sequences.
- Cross-program reporting: Generate reports across the compliance program.
- Human approval: Keep a person responsible for signing off before an action is final.
- Auditability: Record activity in a WORM-based, 17a-4-compliant record.
Greenboard describes GreenboardGo2.0 as an AI harness built specifically for compliance teams, extending its earlier conversational AI capability into broader workflow configuration and automation.
AI Harnesses and the Compliance Software Model
Greenboard argues that foundation models alone cannot perform compliance work effectively without access to the relevant policies, records, tools, organizational context, and people.
Its AI harness is designed to connect those elements while preserving firm-defined guardrails and an evidence trail that an examiner can follow.
The company contrasts this approach with traditional compliance platforms that offer fixed feature sets. GreenboardGo2.0 instead allows teams to build their own agents around:
- Any trigger supported by the platform.
- Relevant context from the firm’s compliance environment.
- Sequences of actions configured for a workflow.
- Defined human approval points before finalization.
The system is intended to let compliance teams build and automate processes within the boundaries of their existing permissions and platform configuration.
Access Through Slack, Teams, Claude and ChatGPT
GreenboardGo2.0 is available through tools compliance teams already use, including Slack, Microsoft Teams, Claude, and ChatGPT.
The release provides access to more than 240 Greenboard tools through MCP, enabling the AI harness to interact with the platform across supported workflows.
Greenboard stated that:
- All activity operates within the permissions established by the compliance team.
- A person must sign off before an action is final.
- The platform maintains a WORM-based, 17a-4-compliant record.
These controls are central to the product’s approach to AI-assisted compliance operations.
Executive Perspectives on GreenboardGo2.0
Dave Feldman, Founder and CEO of Greenboard, described the product as the culmination of the company’s development direction.
“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.”
Ed Schembor, Co-founder and CTO of Greenboard, highlighted the potential role of harnesses in applying AI models to practical work.
“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.”
The statements reflect Greenboard’s view of AI harnesses as a new approach to building and operating compliance software. Feldman’s prediction about adoption by 2030 is an executive forecast, not an established industry outcome.
Greenboard Publishes Its Fiduciary Commitment
Alongside the product launch, Greenboard is publishing a fiduciary commitment based on six principles:
- Loyalty
- Care
- Candor
- Supervision
- Agency
- Continuity
Greenboard stated that GreenboardGo works only for the firm using it, that the company does not sell firm data, and that a firm’s data leaves with it whenever requested.
The full commitment is available at greenboard.com/fiduciary-commitment.
One Platform Across the Compliance Program
GreenboardGo2.0 runs on Greenboard’s broader compliance platform, which the company says served 750 regulated firms and 35,000 people last quarter.
The platform covers several areas of compliance operations:
- Archiving and AI-native supervision: Email, social media, and text messages.
- Employee compliance: Attestations, pre-clearance, and trade monitoring.
- Marketing review.
- Firm compliance and regulatory filings.
- Third-party due diligence.
Because these modules share one record, GreenboardGo2.0 can work across the platform rather than operating as a standalone tool for a single function. The company says teams can use the harness to modify configurations, automate supported processes, and report across their compliance programs, subject to firm-defined permissions.
Greenboard’s Funding and Company Background
Greenboard has raised more than $20 million from investors including Base10 Partners, General Catalyst, and Y Combinator. The company’s Series A funding was covered by Fortune.
About Greenboard
Greenboard is an AI-native compliance platform serving registered investment advisers (RIAs), broker-dealers, private funds, hedge funds, and fintech platforms.
- Recordkeeping: One WORM-based, 17a-4-compliant record.
- AI capabilities: GreenboardGo is built into every workflow.
- Security and compliance: SOC 2 Type 2 compliant.
- Locations: New York and Scottsdale.
- Website: greenboard.com.
Source Attribution
Source: Company announcement
