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Greenboard is the modern operating system for SEC & FINRA compliance.

11sub-processors
HeadquartersNot specified, United States
Founded2020
Size51-200
MarketFinancial Services, including Financial Advisors, Private Funds, Hedge Funds, and Broker Dealers
PublicPrivate
ProductsGreenboard Platform, Compliance Automation Tools, Employee Compliance Solutions, Marketing Compliance Tools, Third-party Compliance Management
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By Category

Cloud Infrastructure4
Analytics & Monitoring3
Uncategorized2
Customer Support2

All Sub-Processors

NameCategory
Amazon Web ServicesCloud Infrastructure
HubSpotAnalytics & Monitoring
Microsoft AzureCloud Infrastructure
Plaid
PostHogAnalytics & Monitoring
PylonCustomer Support
SentryAnalytics & Monitoring
Slack
SnowflakeCloud Infrastructure
StripeCloud Infrastructure
ZapierCustomer Support

Data Processing Locations

USA
11 sub-processors

Frequently Asked Questions

How many sub-processors does Greenboard use?
Greenboard uses 11 sub-processors (third-party data processors) as disclosed on their public sub-processor page.
What are Greenboard's main sub-processors?
Greenboard's sub-processors include Amazon Web Services (Cloud Provider Services), HubSpot (Customer relationship management (CRM) software and related tools used for marketing automation, sales pipeline management, customer communications, analytics, and customer support.), Microsoft Azure (Cloud AI services), Plaid (Brokerage feeds), PostHog (Product analytics and event tracking platform that provides session recording, feature flags, and heatmaps.), and 6 more.
Where does Greenboard process data?
Greenboard's sub-processors are located in USA.