generated: '2026-07-19'
method: searched
probe: true
source: https://trust.greenboard.com/
url: https://trust.greenboard.com/
description: >-
  Greenboard's trust center (trust.greenboard.com) publishes its security and
  compliance posture for SEC/FINRA-regulated customers. The company is SOC 2
  Type II compliant; the SOC 2 Type II auditor's report and a 2025 penetration
  test report are available on request. The page documents security controls
  across change management, availability, organizational management,
  confidentiality, vulnerability management, incident response, risk
  assessment, network security, access security, physical security, and
  communications, and lists its subprocessors.
certifications:
- name: SOC 2 Type II
  availability: on request
  document: SOC 2 Type 2 Auditor's Report
- name: Penetration Test
  year: 2025
  availability: on request
  note: Third-party penetration test report (security assessment, not a certification).
subprocessors:
- {name: AWS, purpose: cloud infrastructure}
- {name: Azure, purpose: cloud AI services}
- {name: Snowflake, purpose: cloud data warehouse}
- {name: Stripe, purpose: payment processing}
- {name: Plaid, purpose: brokerage feeds}
- {name: HubSpot, purpose: CRM and marketing automation}
- {name: Pylon, purpose: customer service ticketing}
- {name: Sentry, purpose: client-side error tracking}
- {name: PostHog, purpose: product analytics and event tracking}
evidence:
- source: https://trust.greenboard.com/
  keywords:
  - soc 2
  - soc2
  - trust center
  - penetration test