The short answer
SurgeONE.ai and LogicGate Risk Cloud are tools from different categories. Neither has a clear edge on the figures we track (entry price, review ratings, integrations, frameworks, customers). Best fit: SurgeONE.ai for RIAs that need audit readiness, WSP management, marketing review and adviser due diligence in a connected workflow and LogicGate Risk Cloud for mid-market and enterprise teams consolidating risk, compliance and audit workflows. Shortlist on fit, then compare quotes for the same scope.
Which should you choose?
Choose SurgeONE.ai if…
- you're among RIAs that need audit readiness, WSP management, marketing review and adviser due diligence in a connected workflow
- you're among compliance teams consolidating endpoint oversight, communications surveillance and regulatory evidence instead of managing separate point tools
- you're among firms with complex custodian, CRM and archive data that need normalization, reporting and anonymized peer benchmarks
- this LogicGate Risk Cloud drawback matters to you: quote-based modular pricing makes upfront budgeting difficult
Choose LogicGate Risk Cloud if…
- you're among mid-market and enterprise teams consolidating risk, compliance and audit workflows
- you're among GRC leaders that need configurable no-code processes rather than fixed templates
- you're among organizations with several applications and a dedicated Power User or program owner
- this SurgeONE.ai drawback matters to you: pricing is quote-based, with no public entry price, plan comparison or published free-trial terms
At a glance
| Attribute | SurgeONE.ai | LogicGate Risk Cloud |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | From $12.3K/yrpricing as of Oct 2026 |
| Pricing model | Modular subscription and services, quote-based | Annual subscription, quote-based and modular |
| Free trial | No public free trial is listed. | No public free trial or free plan is listed; request a demonstration and quote. |
| Founded | 2025 | 2015 |
| Headquarters | Menlo Park, CA | Chicago, IL |
| Funding | Not published | $156M total |
| Frameworks | SEC, FINRA and state regulatory requirements; SEC Rule 17a-4, Advisers Act Rule 204-2, FINRA Rules 3110 and 4511 cited for communications archiving | Not published |
| Coverage | SEC, FINRA and state-regulated financial firms | 30+ applications; 20,000+ workflows automated |
| Integrations | 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections | Dozens of purpose-built integrations |
| Customers | Not published | Hundreds |
| Rating | Not published | 4.6/5 on G2 (191 reviews) |
| Focus | RIA compliance, cybersecurity and data operations | Governance, risk and compliance (GRC) |
Figures are as published by each vendor or review site on the verification date. "Leads" marks the stronger published figure; it isn't a recommendation on its own.
Where each one leads
Neither tool has a clear edge on the figures we can compare directly (entry price, review rating, integrations, frameworks, customers, free trial).
Pricing compared
SurgeONE.ai pricing
Custom · pricing as of Nov 2026
- Custom deploymentCustom quote
Selected compliance, cybersecurity, data and AI-governance modules, implementation and optional expert services
SurgeONE.ai says firms select modules and pillars and receive a deployment scoped to their regulatory profile, size and risk surface. Public pricing, plan rates and third-party pricing benchmarks were not available. The platform can start with one module and expand across the four pillars.
Free trial: No public free trial is listed.
LogicGate Risk Cloud pricing
From $12.3K/yr · pricing as of Oct 2026
- Configured subscriptionCustom
Selected applications, Power User licenses, Standard Users, External Users, optional connectors and services
LogicGate prices selected applications and Power User licenses, plus optional features and services. Standard and External Users carry no additional license cost. Vendr reports a median buyer price of $53,784 per year and a low observed annual contract of $12,294; these are negotiated benchmarks, not public list prices.
Free trial: No public free trial or free plan is listed; request a demonstration and quote.
Key capabilities
SurgeONE.ai
- Compliance lifecycle management. Runs audit readiness, WSP and regulatory-change management, code-of-ethics monitoring, compliance calendars and configurable issue workflows on one audit trail.
- Marketing and e-comms review. Avery AI scans websites, email and presentations for disclosure and claims risks, while the platform supports communications surveillance and expert sign-off; Avery Actions launched October 26, 2026.
- RIA due diligence. Provides guided intake, AI prefill, risk-rated outcomes, committee review, appeals, continuous monitoring and bulk imports for RIA and adviser reviews.
- Endpoint and device trust. Cyber agents report encryption, antivirus, firewall, patches, VPN, USB, password and AI-tool activity, with scores and TrustGate access decisions through Microsoft Entra.
- Data lake and adapters. OmnibusX connects more than 110 custodians, CRMs and archives, normalizes records into a compliance data lake and supports synchronized reporting.
- Risk dashboards and benchmarks. Firm-level dashboards score risk, compare metrics with anonymized peers and deliver automated weekly, AI-prioritized leadership insights.
- AI governance and Avery Actions. Monitors AI applications and shadow AI, archives AI conversations, applies policy guardrails and logs Avery actions with human review in an exam record.
LogicGate Risk Cloud
- Enterprise risk management. Centralizes risk registers, assessments, treatment workflows, monitoring and reporting across business functions.
- Compliance management. Maps requirements and frameworks to controls, tasks, evidence and remediation workflows.
- Audit management. Supports audit planning, requests, findings, actions, reporting and connected risk views.
- Third-party risk. Automates vendor questionnaires, assessments, reviews and ongoing risk workflows.
- No-code workflows. Lets Power Users configure applications, rules, approvals, forms and dashboards without traditional coding.
- Risk quantification. Risk Cloud Quantify adds quantitative analysis capabilities, including an Open FAIR methodology offering.
- Integrations and API. Connects enterprise systems through native integrations, integration services and an Open RESTful API.
Pros and cons
SurgeONE.ai
Pros
- Combines four risk domains—compliance, cyber, data and AI governance—on a shared data fabric and audit trail.
- Offers 110+ adapters and data normalization intended to reduce manual reconciliation across custodians, CRMs and archives.
- Pairs Avery automation with human review for policies, evidence gathering, due diligence and examiner-request workflows.
- Supports modular adoption, allowing firms to start with a module instead of buying every platform pillar.
Cons
- Pricing is quote-based, with no public entry price, plan comparison or published free-trial terms.
- Independent review scores, accuracy benchmarks and public customer counts are not available in the cited materials.
- Deployment is scoped to each firm’s regulatory profile, size and risk surface rather than offered as a uniform self-serve package.
- Avery Actions retains expert review, so the platform does not eliminate human compliance oversight.
LogicGate Risk Cloud
Pros
- No-code configuration supports tailored workflows without traditional software development.
- Applications cover a broad set of enterprise GRC use cases in one platform.
- Standard and External Users are included without additional user-license charges.
- Native integrations, services and an Open RESTful API support connected programs.
Cons
- Quote-based modular pricing makes upfront budgeting difficult.
- Implementation and configuration require dedicated GRC ownership and time.
- Advanced reporting may require additional configuration or third-party tools.
- The breadth of the platform can create a learning curve for new users.
How they're similar
- Both highlight integrations with Salesforce.
- Both use quote-based pricing, so the final price depends on scope and negotiation.
How they differ
- Focus
- SurgeONE.ai: RIA compliance, cybersecurity and data operations
- LogicGate Risk Cloud: Governance, risk and compliance (GRC)
- Pricing model
- SurgeONE.ai: Modular subscription and services, quote-based
- LogicGate Risk Cloud: Annual subscription, quote-based and modular
- Starting price
- SurgeONE.ai: Custom
- LogicGate Risk Cloud: From $12.3K/yr
- Founded
- SurgeONE.ai: 2025
- LogicGate Risk Cloud: 2015
- Headquarters
- SurgeONE.ai: Menlo Park, CA
- LogicGate Risk Cloud: Chicago, IL
- Listed only for this tool
- SurgeONE.ai: SEC compliance, FINRA compliance, RIA compliance, Broker-dealer compliance, Cybersecurity, AI governance +4 more
- LogicGate Risk Cloud: Enterprise risk management, Compliance management, Internal audit, Third-party risk, Policy management, Controls +6 more
Frequently asked questions
Is SurgeONE.ai cheaper than LogicGate Risk Cloud?
+
The published prices can't be compared directly (they are quote-based, use different billing units, or aren't published), so request quotes for the same scope. SurgeONE.ai: Custom (modular subscription and services, quote-based). LogicGate Risk Cloud: From $12.3K/yr (annual subscription, quote-based and modular). (SurgeONE.ai pricing pricing as of Nov 2026; LogicGate Risk Cloud pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, SurgeONE.ai or LogicGate Risk Cloud?
+
SurgeONE.ai's published positioning doesn't single out startups; its first best-fit group is "RIAs that need audit readiness, WSP management, marketing review and adviser due diligence in a connected workflow". LogicGate Risk Cloud's published positioning doesn't single out startups; its first best-fit group is "Mid-market and enterprise teams consolidating risk, compliance and audit workflows". Neither answer replaces a quote for your headcount and scope.
Can I switch from SurgeONE.ai to LogicGate Risk Cloud?
+
Yes. They are separate products, so switching means setting up LogicGate Risk Cloud and reconnecting your systems. Both list integrations with Salesforce, so those connections are available on either side. Check your SurgeONE.ai contract term and renewal date before you commit. Data migration tooling isn't covered in our sources, so ask LogicGate Risk Cloud whether it can import your SurgeONE.ai data.
Does SurgeONE.ai or LogicGate Risk Cloud have more integrations?
+
SurgeONE.ai: 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections; LogicGate Risk Cloud: Dozens of purpose-built integrations. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
How do SurgeONE.ai and LogicGate Risk Cloud reviews compare?
+
SurgeONE.ai: no rating in our data; LogicGate Risk Cloud scores 4.6/5 from 191 reviews on G2. Ratings are third-party review-site data, not our own testing.
Do SurgeONE.ai and LogicGate Risk Cloud offer a free trial?
+
SurgeONE.ai: No public free trial is listed. LogicGate Risk Cloud: No public free trial or free plan is listed; request a demonstration and quote.
Go deeper
SurgeONE.ai
Compliance
LogicGate Risk Cloud
Audit & Risk
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
SurgeONE.ai
Last verified
Work at one of these companies or spot something out of date? Suggest a correction. We check every report against a public source and update the page, usually within a few days.