Custom Cybersecurity Solutions for
Independent Financial Advisors

At RegVerse...

We understand the challenges of independent financial advisors. With extensive expertise, we deliver tailored cybersecurity solutions to protect your clients' trust and your business in an ever-evolving digital landscape.

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What Our Clients Say

"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."

Jim S. - Osaic Wealth

“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.”

Bill G.

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Your Regulatory Co-Pilot

1300 El Camino Real Suite 100
Menlo Park, CA 94025
(408) 320-0387
info@surgeventures.com

1. Financial institutions implementing AI technologies observed a 30% surge in operational efficiency - Accenture, 2019. 2. Automated regulatory intelligence tools boosted compliance program efficiency for 84% of users - Thomson Reuters, 2019. 3. Compliance professionals in financial services saved 45% of their time using automated regulatory management tools - Thomson Reuters, 2019. Financial service professionals spend an average of $169,000 per year on managing compliance - Thomson Reuters, 2019.
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