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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Greenboard

Profile

Greenboard was founded in 2023 by Dave Feldman and Ed Schembor to help financial institutions keep up with the growing complexity of securities compliance. While legacy compliance systems focus on storing information, Greenboard helps firms act on it, replacing fragmented tools with one unified platform for employee compliance, communications supervision, marketing review, third-party oversight, and firm compliance operations. More than 500 financial institutions run their compliance programs on Greenboard, with over 99% customer retention. Learn more at www.greenboard.com.