The short answer
SurgeONE.ai and OneTrust are both compliance tools. They overlap on AI governance. On published figures, OneTrust leads on more listed integrations (500+ pre-built plug-ins vs 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections). Best fit: SurgeONE.ai for RIAs that need audit readiness, WSP management, marketing review and adviser due diligence in a connected workflow and OneTrust for large enterprises coordinating privacy, risk, compliance, and AI governance in one platform. 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 OneTrust drawback matters to you: quote-based, usage-metered pricing makes costs difficult to estimate before a sales process
Choose OneTrust if…
- you're among large enterprises coordinating privacy, risk, compliance, and AI governance in one platform
- you're among privacy teams automating data maps, impact assessments, consent, and data-subject requests
- you're among GRC teams managing requirements, controls, evidence, policies, and risk across multiple programs
- you want the larger integration catalog (500+ pre-built plug-ins vs 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections)
- 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 | OneTrust |
|---|---|---|
| Starting price | Custompricing as of Nov 2026 | Custompricing as of Oct 2026 |
| Pricing model | Modular subscription and services, quote-based | Annual subscription, quote-based |
| Free trial | No public free trial is listed. | No public free trial is listed; OneTrust directs buyers to request customized pricing. |
| Founded | 2025 | 2016 |
| Headquarters | Menlo Park, CA | Atlanta, GA |
| Funding | Not published | Over $1 billion raised |
| 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 | GDPR, CCPA, LGPD, ISO 27001, NIST, DOJ Guidelines, EU AI Act, ISO 42001 |
| Coverage | SEC, FINRA and state-regulated financial firms | Hundreds of jurisdictions; 50+ standards, regulations, and frameworks |
| Integrations | 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections | 500+ pre-built plug-ins Leads |
| Customers | Not published | 14,000+ |
| Focus | RIA compliance, cybersecurity and data operations | Governance, risk and compliance |
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
- OneTrust: more listed integrations500+ pre-built plug-ins vs 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections
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.
OneTrust pricing
Custom · pricing as of Oct 2026
- Consent and preferencesCustom
Consent banners and records, preference centers, privacy notices, DSR automation, web and mobile deployment
- Privacy automationCustom
Data mapping, privacy impact assessments, vendor privacy risk, data transfers, regulatory intelligence, DSR fulfillment
- Tech risk and complianceCustom
Compliance requirements, risk and control management, policy workflows, assessments, evidence, reporting
- Third-party managementCustom
Third-party inventory, onboarding, assessments, mitigation, monitoring, reporting, offboarding
- AI governanceCustom
AI inventory, risk tiering, approvals, attestations, evidence, regulatory reporting, monitoring, runtime controls
OneTrust sells solution packages with usage-based meters rather than publishing standard prices. Pricing can depend on administrator users, asset or third-party inventory, data-subject profiles, average daily visitors, or annual scan volume. The company says customers can expand usage during the contract term, with higher tiers or contract amendments applying when licensed limits are exceeded.
Free trial: No public free trial is listed; OneTrust directs buyers to request customized pricing.
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.
OneTrust
- Privacy automation. Automates data mapping, privacy impact assessments, vendor privacy risk, data transfers, incidents, and data-subject request fulfillment.
- Consent management. Collects consent and preferences across web, mobile, CTV, forms, and marketing systems with configurable experiences and synchronized records.
- AI governance. Inventories AI initiatives, models, agents, datasets, and vendors while supporting risk assessments, approvals, evidence, reporting, and monitoring.
- Tech risk compliance. Maps requirements across more than 50 standards, regulations, and frameworks to risks, controls, policies, workflows, and evidence.
- Third-party management. Manages vendor onboarding, assessments, mitigation, monitoring, reporting, and offboarding with third-party risk intelligence.
- Data discovery. Discovers and classifies sensitive data across 200-plus connectors and links data context to privacy, consent, contract, and regulatory requirements.
- Regulatory intelligence. Provides regulatory research and intelligence across hundreds of jurisdictions to help teams interpret changing obligations and operational impact.
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.
OneTrust
Pros
- Covers privacy, consent, AI, GRC, technology risk, and third-party management in one platform.
- Supports usage-specific pricing across administrators, inventories, profiles, visitors, and scan volume.
- Offers broad connectivity through APIs, SDKs, data feeds, system integrations, and 500-plus pre-built plug-ins.
- Combines workflow automation with regulatory intelligence, data discovery, monitoring, and audit evidence.
Cons
- Quote-based, usage-metered pricing makes costs difficult to estimate before a sales process.
- The platform’s breadth can require significant configuration, implementation, and internal program ownership.
- Different solutions use different pricing meters, which can complicate procurement and budgeting.
- Public materials emphasize enterprise scale more than a self-serve path for small compliance teams.
How they're similar
- Both are listed in our compliance directory.
- Both list AI governance.
- 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
- OneTrust: Governance, risk and compliance
- Pricing model
- SurgeONE.ai: Modular subscription and services, quote-based
- OneTrust: Annual subscription, quote-based
- Founded
- SurgeONE.ai: 2025
- OneTrust: 2016
- Headquarters
- SurgeONE.ai: Menlo Park, CA
- OneTrust: Atlanta, GA
- Listed only for this tool
- SurgeONE.ai: SEC compliance, FINRA compliance, RIA compliance, Broker-dealer compliance, Cybersecurity, E-communications +3 more
- OneTrust: GDPR, CCPA, LGPD, ISO 27001, NIST, EU AI Act +8 more
Frequently asked questions
Is SurgeONE.ai cheaper than OneTrust?
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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). OneTrust: Custom (annual subscription, quote-based). (SurgeONE.ai pricing pricing as of Nov 2026; OneTrust pricing pricing as of Oct 2026.) Total cost depends on plan, company size and add-ons.
Which is better for startups, SurgeONE.ai or OneTrust?
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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". OneTrust's published positioning doesn't single out startups; its first best-fit group is "Large enterprises coordinating privacy, risk, compliance, and AI governance in one platform". Neither answer replaces a quote for your headcount and scope.
Can I switch from SurgeONE.ai to OneTrust?
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Yes. They are separate products, so switching means setting up OneTrust 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 OneTrust whether it can import your SurgeONE.ai data.
Does SurgeONE.ai or OneTrust have more integrations?
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OneTrust lists more. SurgeONE.ai: 110+ data adapters; Salesforce, Microsoft Entra, FINRA Form U4 and custodian/CRM/archive connections; OneTrust: 500+ pre-built plug-ins. Vendor counts are self-reported and define "integration" differently, so check that the specific systems you use are supported.
Do SurgeONE.ai and OneTrust offer a free trial?
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SurgeONE.ai: No public free trial is listed. OneTrust: No public free trial is listed; OneTrust directs buyers to request customized pricing.
Go deeper
SurgeONE.ai
Compliance
OneTrust
Compliance
Sources
Vendors change pricing and features often, so confirm with each vendor before buying. How we research
SurgeONE.ai
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OneTrust
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