One platform to automate regulatory compliance
Navigating regulations shouldn’t slow you down. Proactively minimize risks & penalties via 24/7 stress testing and regulatory change management.
Get custom regulation management
Maximize efficiency with generative AI
Outsmart regulatory challenges
Improve your workflow
Manage regulations the right way
Gap test, keep record, and address all ongoing compliance issues with a dashboard designed for you, by you.
Stay nimble, stay up-to-date
84% more efficiency1—Navigate regulations with confidence, ensuring that your business operations remain fluid and faultless.
Reclaim your time
45% time savings2—Freeing up crucial hours lets you focus on business growth and strategic decision-making.
Your proactive regulatory co-pilot
30% boost in operational horsepower with AI3 —Avery gives your team robust automation in one clear platform to ensure you're always in control.
Former CCO
Matthews Asia
Avery caters to wealth firms of any size
End-to-end products to streamline your regulatory landscape
Tailored packages designed for your team's unique regulatory needs.
Avery Platform & Compliance Services
Avery Guardian
Firms and solo professionals who need basic, solid compliance support. Manages regulatory changes and offers real-time dashboard monitoring.
Automated Services
Human Services
Avery Pro
Firms seeking advanced compliance support with AI intelligence. Adds an extra layer of AI-powered support & regulatory tracking your compliance strategies.
Automated Services
Human Services
Avery Commander
Enterprises that require comprehensive, all-in-one compliance solutions. Provides a full suite of features for compliance, along with 24x7 support to meet all your compliance needs.
Automated Services
Human Services
Four Steps to Navigate Regulations Masterfully
Get started fast
Kickstart your onboarding
Enter your business details. In seconds, we align you with pertinent regulations and prime your personalized dashboard for immediate use.
Instant regulatory mapping
Personalized to your business profile.
Manage your regulatory compliance with AI and humans
AI-powered regulation summaries help you navigate regulations quickly, create action plans, and manage tasks easily in an all-in-one platform.
Do more than manage
Gain peace of mind with Avery’s robust chat and compliance features, offering clarity and guidance just when you need it.
End-to-end products to streamline your regulatory landscape
Tailored packages designed for your team's unique regulatory needs.
Contact for pricing!
Avery Guardian Lite
For small firms and solo professionals who need basic, solid compliance support.
Manages regulatory changes and offers real-time dashboard monitoring.
Top Use Cases:
Filtering Out Regulatory Noise
Real-time Dashboard
Regulation Summary
Task Management Engine
Avery Navigator Pro
For mid-size firms seeking advanced compliance support with AI intelligence.
Adds an extra layer of AI-powered support and regulatory tracking to your compliance strategies.
Guardian Lite plus:
Review of Filing Documents
Review of Marketing Materials
Ongoing Registration Services
Form ADV Part 1, 2A
Avery Commander Elite
For large enterprises that require comprehensive, all-in-one compliance solutions.
Provides a full suite of features for compliance, along with 24x7 support to meet all your compliance needs.
Navigator Pro plus:
Review of Compliance Policies
Compliance Policy GAP Analysis
Annual Policy & Program Review & Report for Rule 206(4)-7
Mock State/SEC Audit Simulation
Compliance Guidance
Four Steps to Navigate Regulations Masterfully
Get started fastKickstart your onboarding
Enter your business details. In seconds, we align you with pertinent regulations and prime your personalized dashboard for immediate use.
Instant regulatory mapping
Personalized to your business profile.
Manage your regulatory compliance with AI and humans
AI-powered regulation summaries help you navigate regulations quickly, create action plans, and manage tasks easily in an all-in-one platform.
Do more than manage
Gain peace of mind with Avery’s robust chat and compliance features, offering clarity and guidance just when you need it.
Modern Compliance for Financial Services
Wealth Management, RegVerse
Manual processes are time-consuming, error-prone, and costly. Join us for a 30-minute live demo webinar, where we’ll show you how our AI-powered compliance automation platform can transform your compliance management. In this session, Chris Shaw on the RegVerse team will walk you through our Fusion1 platform and demonstrate how it lowers risk and cost.
We’ll help your team get started
Questions? We’re just a click away. No waiting lines, no canned responses. Real help, real fast.
RegVerse 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. For more info visit surgeventures.com.
Why choose us
Avery by RegVerse combines cutting-edge technology with compliance experts to help you build, scale, and enhance your firm’s regulatory compliance.
Onboarding in 5-minutes
Transparent plan
Customer support
Money-back guarantee
Founded by compliance
and regulatory experts
Comprehensive compliance
solutions and services
Industry specific solutions
"The company has GREAT people in all the roles I have worked with. Clearly there is a company culture of commitment to exceptional customer service. Talented team. The AI-supported platform Avery is complemented by a staff of knowledgeable real people I can speak with by phone. This is hugely important to me. They are not just a bot or chat board."
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President
Windy Hill Ventures
Mark Muntean
“The RegVerse compliance package is a game changer. Avery's personalized dashboard makes regulatory compliance less daunting and more manageable. It gives strategic recommendations on how to manage and understand regulatory challenges. It’s night and day compared to deployments with other vendors that can leave you unsure and fending for yourself.”
Chief Security Officer
Lumen Technologies
Jason Lish
RegVerse Responsible AI
Avery by RegVerse combines human expertise with advanced AI for transparent, secure, and responsible regulatory management
Safety
Drawing upon the principles of the CIA Triad, Confidentiality, Integrity, and Availability, RegVerse emphasizes confidentiality, integrity, and availability. We facilitate information protection by categorizing based on sensitivity and granting selective access, guarding against unauthorized deletions and alterations.
Explainability and Interpretability
Our Human Supervised AI Data Models, trained on Wealth Management data by seasoned compliance professionals, don't just respond—they elucidate. Every answer is grounded in precise citations, pinpointing the specific agency web page reference, to foster clarity and transparency.
Validity and Reliability
Our Responsible AI systems are designed for steadfast performance even under unexpected circumstances. Continuous human guidance and supervision underpin our Generative AI data models, ensuring valid and consistent outcomes.
Security and Resiliency
Responsible AI systems must stand strong against threats, including adversarial attacks. At RegVerse, our systems are engineered to detect, defend against, and swiftly recover from potential security breaches, ensuring resilience in the face of adversity.
Accountability and Transparency
Data availability is paramount, allowing access when needed and underscoring the reliability of our systems. At RegVerse, we prioritize accountability, ensuring that every AI response can be traced to its source, reinforcing our commitment to transparency.
Privacy
Every interaction with our platform underscores our privacy-first approach. From start to finish, your data and chatbot communications are treated with the utmost confidentiality, highlighting our steadfast dedication to preserving your privacy.
Fairness with Mitigation of Harmful Bias
Central to our ethos is Responsible AI—a commitment to developing systems in a safe, trustworthy, and ethical manner. We prioritize the needs and goals of our users, ensuring fairness in our outputs and actively working to mitigate any biases.
FAQ
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Your Regulatory Co-Pilot
1300 El Camino Real Suite 100
Menlo Park, CA 94025
+1 650-294-8889
info@surgeventures.com