United Planners partners with SurgeONE.ai for regulatory tech, combining compliance, cybersecurity, and data integration on one AI platform.
Collaboration merges compliance automation, cybersecurity, and data integration into a single platform developed by ex-regulatory experts. The initiative, announced on March 3, 2026, in Scottsdale, Arizona and Menlo Park, California, combines these services within United Planners Financial Services, a prominent independent broker-dealer operating nationwide.
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