The Wealth Engineering Family of Companies (WE) has announced that Greenboard has become a member of its Expert Sourcing Consortium
“Joining the Wealth Engineering Expert Sourcing Consortium puts our AI-native platform in front of the exact firms we’re built to serve”— Dave Feldman, co-founder and CEO of Greenboard
This partnership delivers a turnkey, AI-native, unified compliance platform to wealth advisors and their clients
Today, the Wealth Engineering Family of Companies (WE) revealed that Greenboard is now part of its Expert Sourcing Consortium, adding to WE’s alignment with other expert sourcing firms and its elastic infrastructures—FusionPowered Wealth Advisory and OpenOption Practice Engineering Dashboards. Through this collaboration, wealth advisors within WE’s network gain direct access to a comprehensive suite of compliance monitoring, recordkeeping, and regulatory workflow tools designed specifically for SEC- and FINRA-regulated firms.
“Integrating Greenboard’s AI-native compliance platform with STPCompliance’s compliance consulting services within our Expert Sourcing Consortium creates a strong fit for the Wealth Advisory firms my organization advises,” stated Nick Gregory, ChWE, Founder and CEO of Wealth Engineering.
This new addition enhances WE’s Hub model, which supports advisory firms in transitioning from AUM/product providers to holistic, fee-based solutions providers. It addresses what WE refers to as “HNW client offering blindspots” while streamlining the technology stack behind the practice.
“Becoming part of the Wealth Engineering Expert Sourcing Consortium places our AI-native platform directly in front of the exact firms we’re designed to serve—growth-oriented RIAs seeking to modernize their compliance stack without sacrificing reliability or human oversight,” said Dave Feldman, co-founder and CEO of Greenboard. “Our team is eager to assist WE’s community of wealth advisory firms in unifying compliance workflows, retiring legacy tools, and remaining exam-ready as they expand.”
With this addition, Greenboard joins WE’s expanding roster of expert sourcing firms that deliver specialized services, products, and technology to wealth management firms nationwide—a synchronized hub grounded in engineering principles for family and business wealth building.
About Greenboard
Greenboard is the AI-native system of action for SEC and FINRA compliance. Founded in 2023 by Dave Feldman and Ed Schembor, Greenboard replaces the fragmented tools that financial institutions rely on for marketing review, communications supervision, employee compliance, and third-party oversight with a single, unified AI-native platform. Greenboard Go, the platform’s AI layer, provides policy-grounded answers and automation across the compliance program, based on each firm’s actual policies and procedures. Over 500 financial institutions run their compliance programs on Greenboard, maintaining more than 99% customer retention. For more information, visit www.greenboard.com.
About The Wealth Engineering Family of Companies
Born more than 28 years ago, the Wealth Engineering (WE) Family of Companies has evolved through an ecosystem of six affiliated firms to build an elastic infrastructure for managing total wealth. It includes high-touch wealth advisory harmonized with high-touch wealth tech partner firms. WE offers a multi-disciplinary suite of consulting services for wealth management, multi-family offices, accounting, investment, and insurance advisors across the country. WE fuses sound engineering principles with advanced knowledge, services, products, and technology to create a synchronized hub for “client wealth building.” WE helps advisors grow organically by deploying new tactics and strategies as they transition from “AUM/Product Providers” to “Holistic Fee-Based Solutions Providers.” WE rejuvenates advisory practice contours through coaching, training, marketing, and HNW case design—FusionPowered Wealth Advisory and OpenOption Practice Engineering. WE also serves as the governing body and grantor of the professional designations Chartered Wealth Engineer (ChWE) and Chartered Family Office Advisor (ChFOA). Learn more at: MyWEhub.com
Nicholas L. Gregory
The Wealth Engineering Family of Companies
+1 407-878-3520
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