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RIA Edge Nashville

BOOK BY FEB 20. PAY LESS.

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April 14 - 15, 2026
Four Seasons HotelNashville, TN

SurgeONE.ai

Profile

SurgeONE.ai is an expert-led, AI-powered platform that unifies compliance, cybersecurity, and data operations for financial services firms. Purpose-built for regulated wealth and broker-dealer environments, SurgeONE connects technology, services, and advisory expertise into a single operating model. The platform automates risk detection, continuous monitoring, evidence-based reporting, and workflow-driven remediation while keeping experienced practitioners actively involved. This approach helps firms strengthen regulatory defensibility, accelerate issue resolution, and reduce operational burden. Trusted by top broker-dealers and more than 250 financial services firms, our award-winning platform is recognized for advancing AI-driven compliance, cybersecurity, and data operations.