RegVerse is now part of SurgeONE.ai Same experts, even more power.

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.

Book a Demo Live Demo on April 17

5-minutes to launch Money-back guarantee

Get custom regulation management

Tap into 100+ state & federal sources with Avery. Stay updated, effortlessly map regulations, and autogenerate action plans for all regulatory obligations.

Maximize efficiency with generative AI

Automate tedious tasks and cut costs with AI-powered tools for regulation summarization, action plan creation, and intelligent chat assistance.

Outsmart regulatory challenges

Combine advanced automation with help from our team of seasoned professionals. Get real-time alerts and a compliance calendar that's personalized for your firm.

Improve your workflow

Manage regulation processes on one intuitive platform. Seamlessly integrate via APIs, unify your team, and monitor milestones with real compliance experts for reliable, fast compliance.

Smarter Compliance Starts Here

AI-Powered Regulation Intelligence

Automatically track, classify, and summarize updates from the SEC, FINRA, DOL, and more—so you know what matters, instantly.

Simplify Response Workflows

RegVerse uses AI to turn complex rule changes into actionable checklists and policy templates—accelerating rollout and reducing human error.

Improve Oversight with Smart Dashboards

Monitor adoption, workflow status, and audit trails in real time with AI-driven insights that help you detect gaps before they become issues.

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."

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

Live Demo

Modern Compliance for Financial Services

Chris Shaw

VP of Technology,
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.

Live Demo on April 17, 2025, 12:00-12:30 pm PT / 3:00-3:30 pm ET

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.
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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.
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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