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

United Planners Selects SurgeONE.ai to Consolidate Its Regulatory Tech Stack on a Single, Expert-Built AI Platform

United Planners Financial Services, a national independent broker-dealer serving hundreds of financial advisors across the country, today selected SurgeONE.ai to consolidate its compliance, cybersecurity, and data operations onto a single platform re

News

Webinar: AI Governance in Practice - What Firms Actually Monitor, Document, and Defend

As AI becomes embedded in everyday workflows from note-taking to surveillance and policy automation, regulators are shifting from curiosity to scrutiny. Many firms have written AI policies. Far fewer have operationalized supervision models that stand

Webinars

The Avalanche Has Already Started: What Altruist’s Hazel Really Signals

Altruist’s launch of Hazel, its AI-driven tax automation capability, is being covered as a product milestone, but it represents something more significant. It signals a structural shift in how intelligence is being embedded into regulated financial

Blog

Building an Efficient WSP Management Framework for Wealth Management Firms

The rapidly evolving financial services landscape, compliance is essential for maintaining operational integrity. Wealth management firms face constant scrutiny from regulatory bodies such as the SEC, FINRA, and State Boards

Blog

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

United Planners Selects SurgeONE.ai to Consolidate Its Regulatory Tech Stack on a Single, Expert-Built AI Platform

Webinar: AI Governance in Practice - What Firms Actually Monitor, Document, and Defend

The Avalanche Has Already Started: What Altruist’s Hazel Really Signals

Building an Efficient WSP Management Framework for Wealth Management Firms

“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.”