Greenboard joins Wealth Engineering expert sourcing consortium

The Wealth Engineering Family of Companies said Greenboard has joined its Expert Sourcing Consortium, giving advisors in its network access to an AI-native compliance platform for SEC- and FINRA-regulated firms. The move is meant to help firms streamline compliance workflows, consolidate legacy tools and stay exam-ready as they scale.

Why it matters: - The partnership gives wealth advisors in the Wealth Engineering network a turnkey compliance stack built for SEC- and FINRA-regulated firms. - The addition is aimed at reducing fragmented tools and helping advisory firms modernize compliance without adding operational complexity. - Wealth Engineering says the deal supports its broader effort to help firms move from AUM- or product-led businesses to fee-based, holistic solutions providers.

What happened: - The Wealth Engineering Family of Companies announced on August 20, 2026, that Greenboard has joined its Expert Sourcing Consortium. - The consortium now includes Greenboard alongside Wealth Engineering’s other expert sourcing firms and its elastic infrastructure offerings, including FusionPowered Wealth Advisory and OpenOption Practice Engineering dashboards. - The partnership gives firms in Wealth Engineering’s network access to compliance monitoring, recordkeeping and regulatory workflow tools.

The details: - Greenboard is an AI-native compliance platform designed for SEC and FINRA compliance. - The platform covers marketing review, communications supervision, employee compliance and third-party oversight. - Greenboard Go, the company’s AI layer, provides policy-grounded answers and automation based on each firm’s policies and procedures. - Greenboard says more than 500 financial institutions use its compliance programs and that customer retention is above 99%. - Greenboard was founded in 2023 by Dave Feldman and Ed Schembor. - Wealth Engineering said the addition complements its compliance consulting services through STPCompliance. - Nick Gregory, founder and CEO of Wealth Engineering, said combining Greenboard’s AI-native platform with STPCompliance creates a strong fit for the advisory firms his organization serves. - Dave Feldman, co-founder and CEO of Greenboard, said the platform is built for growth-minded RIAs that want to modernize compliance while keeping reliability and human oversight.

Between the lines: - Wealth Engineering is positioning the consortium as part of a larger operating model, not just a vendor list. - The focus on compliance suggests advisory firms are under pressure to simplify oversight as they add clients, services and technology. - Greenboard’s pitch centers on replacing fragmented point tools with one platform, which could appeal to firms trying to reduce tech sprawl. - The partnership also reinforces Wealth Engineering’s effort to build a synchronized hub for wealth management firms nationwide.

What's next: - Greenboard and Wealth Engineering will likely use the consortium to reach more advisory firms inside WE’s network. - Greenboard said its team is ready to help firms unify compliance workflows, consolidate legacy tools and remain exam-ready as they scale. - Wealth Engineering is expected to continue expanding its expert sourcing ecosystem for wealth management firms, family offices and related advisors.

The bottom line: - The deal gives Wealth Engineering’s advisors direct access to an AI-native compliance platform, while giving Greenboard a distribution channel to firms looking to simplify regulatory operations.