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.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Industry insights

Discover our articles

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.
Blog
Read more...
SurgeONE.ai Helping You Stay Compliant with FINRA Supervision & Ethics Rules
FINRA Rules 3110 and 2010 shows your firm's dedication to doing business correctly by adhering to the dictated mandates. These rules are of utmost importance and shape how wealth management firms earn trust from clients, regulators, and everyone else
Blog
Read more...
How United Planners cut hours off vendor reviews and built audit readiness using SurgeONE tools
Putting all of our cyber, compliance, and data management in one place will provide us the visibility to have readiness in audits and create efficiencies and scalability while having cost reductions in these multiple areas of our industry
Case Studies
Read more...
The Ultimate Guide: Make RIA Compliance Easier and More Affordable
For many RIAs, compliance is seen as a necessary evil: expensive, time-consuming, and increasingly complex. But the truth is, it doesn’t have to be that way. The right tools, built with the right philosophy, can make compliance more manageable, less
Blog
Read more...