Our Mission

To unify compliance, data, and cybersecurity operations through AI-powered, human-guided solutions—empowering financial firms to operate with confidence, efficiency, and resilience in a complex regulatory world

Get in touch

SurgeONE is led by CEO Sid Yenamandra and Surge Ventures, Silicon Valley's leading RegTech venture studio. We’re driven by a singular objective: to revolutionize compliance processes for wealth management firms.

Sid Yenamandra
Founder & CEO

Bianca Kirby
Chief of Staff

Justin Caskey
Chief Financial Officer

Rishi Malik
VP of Product

Melinda (Mimi) G. LeGaye
President of Compliance Services

Jay Peters
President of Cybersecurity Services

Michael Hallett
President of Data Services

Joydeep Datta
Sr. Director, Product Development

Debasish Pradhan
Director - Product Engineering

Somesh Roy
Director - Product Solutions

Soumanil Chowdhury
Sr. Manager- Product Management, Release and QA

Leslie Hatcher
Account Executive

“SurgeONE.ai was built to solve one of the biggest challenges in financial services: fragmented systems and reactive compliance.
We’re delivering a unified, AI-driven platform that empowers firms to move faster, stay secure, and meet regulatory demands without sacrificing human judgment.”

— Sid Yenamandra, CEO & Founder, SurgeONE.ai

Join the SurgeONE Team

At SurgeONE, we’re building the future of compliance, cybersecurity, and data intelligence—powered by AI and guided by experience. If you’re passionate about solving meaningful challenges in regulated industries and want to help shape what’s next, we’d love to hear from you.

We're always open to meeting forward-thinking builders, creators, and operators.

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Industry insights

Discover our articles

SurgeONE.ai - Ensuring Compliance Through Regulatory Intelligence & Documentation

Regulatory compliance has evolved into a defining measure of operational excellence within the wealth management and financial sector. As the regulatory landscape continues to intensify, institutions ranging from broker-dealers to registered invest

Blog

Inside the Regulator’s Mind: SEC & FINRA on AI in 2025 Watch On - Demand

Regulators are signaling higher expectations for AI supervision, transparency, and documentation. Automation helps, but expert-led oversight remains non-negotiable. Here’s what we covered and what firms should do next.

Webinars

Meet SurgeONE Next Gen Compliance and Cyber

At SurgeONE, we’ve always believed that technology alone isn’t enough to manage compliance in a rapidly changing world. Real progress comes when deep expertise and advanced AI work together, and with the new SurgeOne, that vision is becoming reality.

Blog

Post-Webinar Recap: Choosing the Right RIA Compliance Partner in 2025

Missed our 30-minute expert panel? No worries, catch the full recording below and skim the highlights to get the key takeaways in minutes. The session, “Expert Panel: Choosing the Right RIA Compliance Partner in 2025,” ran on August 20, 2025

Webinars

Our Mission

Trusted by Industry Leaders

“SurgeONE.ai was built to solve one of the biggest challenges in financial services: fragmented systems and reactive compliance. We’re delivering a unified, AI-driven platform that empowers firms to move faster, stay secure, and meet regulatory demands without sacrificing human judgment.”

Join the SurgeONE Team

We're always open to meeting forward-thinking builders, creators, and operators.

Discover our articles

SurgeONE.ai - Ensuring Compliance Through Regulatory Intelligence & Documentation

Inside the Regulator’s Mind: SEC & FINRA on AI in 2025 Watch On - Demand

Meet SurgeONE Next Gen Compliance and Cyber

Post-Webinar Recap: Choosing the Right RIA Compliance Partner in 2025

“SurgeONE.ai was built to solve one of the biggest challenges in financial services: fragmented systems and reactive compliance.
We’re delivering a unified, AI-driven platform that empowers firms to move faster, stay secure, and meet regulatory demands without sacrificing human judgment.”