Greenboard
AI-based compliance platform for RIAs, broker-dealers and funds: archiving, marketing review, trade and staff compliance
- RIAs
- Broker-dealers
- Asset managers
Compliance & riskCustom quote
Governed client messaging and capture for regulated firms
New York, NY, USVenture-backedleapxpert.comNot yet confirmed by the company
LeapXpert makes software that lets employees at regulated firms message clients on consumer apps while the firm keeps a record of each conversation. Its financial services page lists banking, capital markets, insurance, and wealth and asset management among the sectors it serves; the company also sells to government agencies and large companies in other industries.
Staff can use WhatsApp, iMessage, WeChat, Signal, Telegram, LINE, SMS and RCS from Microsoft Teams, Slack or LeapXpert's own app. The firm applies policies, information barriers, data loss controls and real-time supervision as messages are sent. Every message is timestamped, kept in an unalterable form and exported to the firm's archiving, surveillance or eDiscovery systems, which the company ties to rules such as SEC Rule 17a-4 and FINRA Rule 4511. An admin portal manages users and channels, and an AI product called Maxen produces summaries and relationship context from captured conversations.
LeapXpert has its global headquarters in New York and offices in London, Singapore, Hong Kong, Sofia, Tel Aviv and other cities. The company launched its product in 2019 and says it raised $180 million in growth funding in 2026. It cites SOC 2 Type 2 and ISO 27001 attestations. Pricing is not published.
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