Build your own
Data Driven Portfolio
Create your own automated investment portfolio, powered by thousands of datapoints
Build your own
Data Driven Portfolio
Invest using portfolios made for you by professionals and industry leading AI.
Proudly featured by
How Surmount works
How Surmount works
How Surmount works
How strategies work?
With Surmount
Automated trade execution
Intelligent position management
AI-powered strategy building
Built-in defensive measures
Invest
With Surmount
Automated order execution
Position management
Tax harvesting
Defensive measures
Invest
Professional tools, now available to everyone
Professional tools, now available to everyone
Professional tools, now available to everyone
Professional tools, now available to everyone
Data driven portfolioS
Invest with automated strategies
Choose from dozens of data-driven investment portfolios
Data driven portfolioS
Invest with automated strategies
Choose from dozens of data-driven investment portfolios
Data driven portfolioS
Invest with automated strategies
Choose from dozens of data-driven investment portfolios
Simplicity
No coding required
Turn any investment thesis into an automated portfolio.
No coding required
Simplicity
No coding required
Turn any investment thesis into an automated portfolio.
No coding required
Integrations
Supported by America’s top brokers
You can easily connect a strategy to any investment account using bank-level security.
Integrations
Supported by America’s top brokers
You can easily connect a strategy to any investment account using bank-level security.
Integrations
Works With Your Existing Accounts
You can easily connect Surmount to nearly any investment account using bank-level security.
Integrations
Works With Your Existing Accounts
You can easily connect Surmount to nearly any investment account using bank-level security.
It only takes a few steps...
It only takes a few steps...
It only takes a few steps...
It only takes a few steps...
Create an account
Create your account in 2 minutes
Build your portfolio
Browse strategies or build your own — no coding required
Connect and invest
Easily connect your strategies to almost any investment account
Highly rated, award-winning investment software
Highly rated, award-winning investment software
Highly rated, award-winning investment software
Highly rated, award-winning investment software
About these recognitions
About these recognitions
Andreessen Horowitz, 2024. Editorial mention in a 16z's Consumer Illustrated Agenda. No compensation was paid to obtain or use this recognition.
Product Hunt, 2024. Based on community votes and ratings as of [date]. No fee was paid for this recognition.
Product Hunt, 2023. Based on community votes and ratings as of [date]. No fee was paid for this recognition.
Financial Services Review, 2023. Based on the publication's proprietary methodology following an editorial interview. [Compensation status pending confirmation.]
Wealth & Finance Magazine, 2024. [Basis, date, and compensation status pending confirmation.]
Andreessen Horowitz, 2024. Editorial mention in a 16z's Consumer Illustrated Agenda. No compensation was paid to obtain or use this recognition.
Product Hunt, 2024. Based on community votes and ratings as of [date]. No fee was paid for this recognition.
Product Hunt, 2023. Based on community votes and ratings as of [date]. No fee was paid for this recognition.
Financial Services Review, 2023. Based on the publication's proprietary methodology following an editorial interview. [Compensation status pending confirmation.]
Wealth & Finance Magazine, 2024. [Basis, date, and compensation status pending confirmation.]
Andreessen Horowitz — Best Natural Language Trading Applications, 2024: Reflects an editorial mention in a16z's Consumer Illustrated Agenda; no compensation was paid to obtain or use this recognition.
Product Hunt — Best Trading Applications, 2024: Based on community votes/ratings as of [date]; no fee was paid for this recognition.
Financial Services Review — Top Trading Solutions, 2023: Based on the publication's proprietary methodology following an editorial interview. [Compensation status — pending confirmation, see team message below.]
Wealth & Finance Magazine — Best Robo Solution, 2024. [Basis, date, and compensation status — pending confirmation.
Our platform at a glance
Our platform at a glance
Our platform
at a glance
Portfolio management
Institutional-grade investment strategies,
built for everyday investors.
Track your connected investments in one unified dashboard
Choose from 100+ tested strategies, and build a portfolio around your goals.
Designed to be simple. Powerful enough for serious investors.
Set your goals. Track your progress. Stay on strategy.
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Personalization
Bespoke portfolios
built just for youResearch asset and custom strategy performance
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Custom strategies
Turn any idea into
a data-driven portfolio
No coding required
Any idea, any datapoint, any asset
Nearly any asset class
Earn $ by sharing your idea
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Portfolio management
Institutional-grade investment strategies,
built for everyday investors.
Track your connected investments in one unified dashboard
Choose from 100+ tested strategies, and build a portfolio around your goals.
Designed to be simple. Powerful enough for serious investors.
Set your goals. Track your progress. Stay on strategy.
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Personalization
Bespoke portfolios
built just for youResearch asset and custom strategy performance
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Custom strategies
Turn any idea into
a data-driven portfolio
No coding required
Any idea, any datapoint, any asset
Nearly any asset class
Earn $ by sharing your idea
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Portfolio management
Institutional-grade investment strategies,
built for everyday investors.
Track your connected investments in one unified dashboard
Choose from 100+ tested strategies, and build a portfolio around your goals.
Designed to be simple. Powerful enough for serious investors.
Set your goals. Track your progress. Stay on strategy.
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Personalization
Bespoke portfolios
built just for youResearch asset and custom strategy performance
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Custom strategies
Turn any idea into
a data-driven portfolio
No coding required
Any idea, any datapoint, any asset
Nearly any asset class
Earn $ by sharing your idea
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Portfolio management
Institutional-grade investment strategies,
built for everyday investors.
Track your connected investments in one unified dashboard
Choose from 100+ tested strategies, and build a portfolio around your goals.
Designed to be simple. Powerful enough for serious investors.
Set your goals. Track your progress. Stay on strategy.
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Personalization
Bespoke portfolios
built just for youResearch asset and custom strategy performance
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Custom strategies
Turn any idea into
a data-driven portfolio
No coding required
Any idea, any datapoint, any asset
Nearly any asset class
Earn $ by sharing your idea
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Full Service
Customization
Custom Strategies
Institutional-grade investment strategies built for everyday investors.
Data-driven and automated
Any timeframe, aggression level, or objective
Designed to be intuitive
Automated rebalancing and tracking
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Full Service
Customization
Custom Strategies
Institutional-grade investment strategies built for everyday investors.
Data-driven and automated
Any timeframe, aggression level, or objective
Designed to be intuitive
Automated rebalancing and tracking
*The values shown in the graphics are for illustrative purposes only and do not represent actual investment performance or real account data.
Where other platforms stop, Surmount starts
Where other platforms stop, Surmount starts
Where other platforms stop, Surmount starts
Where other platforms stop, Surmount starts
Features
Prebuilt portfolios
Prebuilt portfolios
Custom strategies
Custom strategies
Portfolio tracking
Portfolio tracking
Multi-asset portfolios
Multi-asset portfolios
Transparent pricing
Transparent pricing
Connect other accounts
Connect other accounts
Features
Prebuilt portfolios
Custom strategies
Portfolio tracking
Multi-asset portfolios
Transparent pricing
Connect other accounts
Robo Advisors
Robo Advisors
—
—
Robo Advisors
—
—
Human Advisors
Human Advisors
—
—
—
Human Advisors
—
—
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Comparisons reflect general characteristics of each service category and may not apply to all platforms within that category
Hear from our customers
Hear from our customers
Hear from our customers
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
Emily Rotolo
EIR @ Deloitte
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
The statements above are testimonials from current or former clients of Surmount AI, Inc., as noted next to each name. Surmount did not compensate any individual for their statement and is not aware of any material conflicts of interest related to these statements. Individual results may vary and are not representative of the experience of all clients. Past performance is not indicative of future results.
Welcome to
intelligent investing
Start investing with data-driven ideas today
Product Hunt recognitions reflect community-based ratings and votes and required no fee. The Financial Services Review 'Top 10 Trading Solutions' recognition was based on the publication's proprietary methodology following an editorial interview; a fee was paid in connection with this recognition. The Andreessen Horowitz reference reflects an editorial mention in a16z's Consumer Abundance Agenda publication; no fee was paid
Welcome to
intelligent investing
Start investing with data-driven ideas today
Product Hunt recognitions reflect community-based ratings and votes and required no fee. The Financial Services Review 'Top 10 Trading Solutions' recognition was based on the publication's proprietary methodology following an editorial interview; a fee was paid in connection with this recognition. The Andreessen Horowitz reference reflects an editorial mention in a16z's Consumer Abundance Agenda publication; no fee was paid
Welcome to
intelligent investing
Start investing with data-driven ideas today
Product Hunt recognitions reflect community-based ratings and votes and required no fee. The Financial Services Review 'Top 10 Trading Solutions' recognition was based on the publication's proprietary methodology following an editorial interview; a fee was paid in connection with this recognition. The Andreessen Horowitz reference reflects an editorial mention in a16z's Consumer Abundance Agenda publication; no fee was paid
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.
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Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and investment strategy automation software. Surmount AI Inc. is not a registered investment adviser and does not provide investment advice.
Investment advisory services available through the Surmount platform are provided by Quantbase, LLC, a wholly-owned subsidiary of Surmount AI Inc. and an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Brokerage and custody services for Quantbase advisory accounts are provided by Alpaca Securities LLC, an SEC-registered broker-dealer and member FINRA/SIPC.
For self-directed users connecting existing brokerage accounts to the Surmount platform, Surmount AI Inc. acts solely as a technology provider. Those users are not clients of Quantbase, LLC unless they have entered into a separate advisory agreement with Quantbase, LLC.
Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Strategy performance figures shown on this platform reflect live strategy tracking and may differ from individual account returns. Nothing on this website constitutes investment advice or a recommendation to buy or sell any security.
© 2026 Surmount AI Inc. All rights reserved.
© 2026 Surmount AI Inc. All rights reserved.