Accordo Compliance Solutions

What Accordo Compliance Solutions does

Accordo Compliance Solutions LLC is a privately held advisory and technology firm serving compliance-intensive organizations in the financial services and banking sectors. Founded in 2012 and headquartered in Parsippany, New Jersey (with a New York presence), the firm operates with a headcount of 11–50 employees and combines two interlocking offerings: (1) a consulting practice specializing in registering firms with nuanced and complex licensing requirements and in developing compliance and operational programs, and (2) OneBoard™, a proprietary process automation platform seated natively inside clients' Microsoft 365 environments.

OneBoard is the firm's core technology asset. It is built within the M365 ecosystem rather than as a standalone application, enabling clients to dynamically discharge written policies and procedures, manage and oversee operations across the enterprise, centralize records and evidence for regulatory oversight, and implement human-in-the-loop governance for AI systems. This integration choice positions OneBoard as a workflow overlay for organizations already standardized on Microsoft 365, reducing deployment friction and IT overhead relative to point-solution GRC tools.

Commercially, Accordo generates revenue through two streams: professional services engagements for licensing registration and compliance program development, and recurring subscription licensing of OneBoard. Go-to-market is consultative enterprise field sales, with no publicly disclosed pricing and customer acquisition driven by demo requests and direct outreach. No external funding rounds, named customers, partnerships, or executive hires beyond founder Robert Masi are disclosed in the available data, suggesting the company has historically operated as a bootstrapped, founder-led boutique.

Name

Accordo Compliance Solutions

Legal name

Accordo Compliance Solutions LLC

Website

https://accordo.solutions

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

Accordo Compliance Solutions is a private advisory and SaaS firm that provides licensing registration, compliance program development, and OneBoard™, a Microsoft 365-native process automation platform for compliance-intensive financial services and banking clients.

Ownership category

akta.pro rank

Product category

Regulatory Compliance Consulting

NAICS

Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Services-Prepackaged Software (7372), Services-Engineering, Accounting, Research, Management (8700), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

IT Governance, Risk & Compliance (IT GRC) Platforms (HDAEALAK)

akta.pro secondary industry

Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Compliance consulting
• Regulatory licensing services
• Process automation platform
• Policy management software
• Financial services compliance

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Compliance Consulting Services: Consulting services focused on registering firms with complex licensing requirements and developing compliance and operational programs. Delivered as professional services engagements tailored to client needs.
2. OneBoard™ Platform Subscription: Process automation platform licensing delivered as a SaaS solution within client Microsoft 365 environments. Likely structured as recurring subscription based on enterprise usage.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Accordo is a full-service advisory that registers firms with nuanced and complex licensing requirements and develops compliance and operational programs. The firm complements its consulting practice with OneBoard™, a proprietary process automation platform built inside clients' Microsoft 365 environments to discharge policies and procedures, oversee enterprise operations, centralize records and evidence, and govern AI with human-in-the-loop controls.

Product overview

Accordo Compliance Solutions offers a unified portfolio consisting of consulting services and OneBoard™, a proprietary process automation platform. The consulting services focus on regulatory compliance, licensing registration, and operational support, while OneBoard™ serves as the core technology product that clients deploy within their Microsoft 365 environment to manage policies, procedures, and enterprise operations.

Differentiator

Problem solved

Functional benefit

Brands

• OneBoard™: Process automation platform seated within clients' M365 for dynamically discharging written policies and procedures, managing operations across the enterprise, centralizing records and evidence, and human-in-the-loop for AI.

Products and services

• Compliance & Licensing Consulting Services

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Recent moves4 records

Expansion highlights3 records

Market position

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/accordosolution
• LinkedInlinkedin.com/company/accordo-compliance-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Accordo Compliance Solutions