---
title: "United Planners partners with SurgeONE.ai for regulatory tech, combining compliance, cybersecurity, and data integration on one AI platform."
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/277611501.md"
description: "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."
datetime: "2026-03-03T11:03:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/277611501.md)
  - [en](https://longbridge.com/en/news/277611501.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/277611501.md)
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/277611501.md) | [繁體中文](https://longbridge.com/zh-HK/news/277611501.md)


# 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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