SurgeONE.ai has Arrived
The first AI-driven platform built to transform compliance, cybersecurity, and data across financial services—powered by experts, guided by insight.

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
Melinda (Mimi) G. LeGaye
President of Compliance Services
Jay Peters
President of Cybersecurity Services
Justin Caskey
Chief Financial Officer
Bianca Kirby
Chief of Staff
Rishi Malik
VP of Product
Chris Shaw
VP of Technology, Wealth Mgmt.
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

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.”


— 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

Is Your Small RIA Protected? 3 Critical Compliance Gaps Revealed
In the intricate landscape of financial regulation, small Registered Investment Advisors (RIAs) face unique compliance gaps that can expose them to significant risks. Recognizing these vulnerabilities is vital for ensuring regulatory adherence and sa
Blog
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Discover How Successful RIAs Avoid This $75,000 Compliance Nightmare
For small Registered Investment Advisers (RIAs), a single compliance error can derail an entire business. While larger firms may absorb regulatory fines, smaller RIAs often feel the full weight of even modest enforcement actions.
Blog
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How Successful Chief Compliance Officers Transform Their RIA In The First 90 Days
Assuming the role of Chief Compliance Officer (CCO) at a Registered Investment Advisor (RIA) presents a formidable challenge. Newly appointed CCOs encounter a landscape filled with responsibilities and expectations
Blog
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SurgeONE.ai Acquires MGL Consulting — Uniting Four Decades of Trusted Compliance Expertise with Agentic AI Innovation
With MGL’s practitioner-led heritage and SurgeONE’s AI-powered platform, firms gain a unified solution for compliance, cybersecurity, and data operations — built by compliance professionals, powered by real human intelligence in the loop.
News
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