Invest with strategies

not guesswork

Invest with strategies

not guesswork

Invest with strategies

not guesswork

Automate any broker account using data-driven strategies made by professionals

Automate any broker account using data-driven strategies made by professionals

Automate any broker account using data-driven strategies made by professionals

Supported by America’s top brokers

Supported by America’s top brokers

Supported by America’s top brokers

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Don’t have an broker account?

Open a Surmount Account

Don’t have an broker account?

Open a Surmount Account

Don’t have an broker account?

Open a Surmount Account

As seen on

Each strategy is a data-driven collection of stocks that reflects an idea

Join thousands of investors using strategies to improve their existing investment portfolios

Join thousands of investors using strategies to improve their existing investment portfolios

Easy to Understand

Easy to Understand

Expert Managed

Expert Managed

Personalized for You

Personalized for You

You can easily connect a strategy

to almost any broker

You can easily connect a strategy to almost any broker

Strategies are curated by top investors, analysts and creators

Strategies are created & managed by leading investment advisors, research analysts, and content creators

Strategies are created & managed by leading investment advisors, research analysts, and content creators

Apply to be a creator

Strategic investing made simple & easy

Buy and sell multiple stocks with 1 click

Place orders for up to 50 stocks in one click

Find any strategy for any timeframe

Create your own strategies with or without code

Strategic investing made simple & easy

Buy and sell multiple stocks with 1 click

Place orders for up to 50 stocks in one click

Find any strategy for any timeframe

Create your own strategies with or without code

Strategic investing made simple & easy

Buy and sell multiple stocks with 1 click

Place orders for up to 50 stocks in one click

Find any strategy for any timeframe

Create your own strategies with or without code

Strategic investing made simple & easy

Buy and sell multiple stocks with 1 click

Place orders for up to 50 stocks in one click

Find any strategy for any timeframe

Create your own strategies with or without code

What our users are saying

  • Craig Simoneau

    Head of Product @ Nobul

    Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!

  • Tanya Frias

    Founder & Exec @ Wealthmore

    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.

  • David Sifry

    Founder @ Warmstart

    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.

    Favorite Strategies

  • Andy Ballester

    Founder @ GoFundMe

    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.

  • David Cohen

    Founder @ Techstars

    Amazing team, exciting product. Go, try, give feedback, make money!

  • Emily Rotolo

    EIR @ Deloitte

    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.

    My Robinhood account is doing better than it would be if it was still just me managing it.

  • Brian Gillis

    Founder & CTO @ DNS Filter

    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 into action

  • Erin Wolff

    Manager @ Dermatology Office

    The product is very intuitive and easy to use. For the first time in my life, I feel like I'm in complete control of all my investments & accounts.

  • Tayfur Yildirim

    Quant & Data Scientist

    Amazing & promising products!

    I'm excited to easily share more of my strategies with friends, family, and stranders. Huge game changer!

  • Mohammad Ouhadi

    CFO @ Forecastr

    Surmount shines with its innovative approach to wealth building. It's designed beautifully to be incredibly user-friendly, even those newer to the world of investing & trading.

  • Chris Brinton

    Founder @ Unknown AI

    What the team at Surmount has done is truly amazing! Surmount is truly for the people in a world of companies that claim to be, but aren't.

    I can't recommend enough!

  • Emilia Korcynska

    Head of Marketing @ UserPilot

    Great to see a product like this - investing can be a hell of a lot of work and many people (especially women) don't do it all because they're afraid they don't have enough knowledge. Surmount makes it possible for anyone

Boost your portfolio with intelligent investing

Boost your portfolio with intelligent investing

Automate any portfolio using data-driven strategies made by top creators & professional investors. Turn any investment idea into an automated, testable, and sharable strategy.

Automate any portfolio using data-driven strategies made by top creators & professional investors. Turn any investment idea into an automated, testable, and sharable strategy.

Black-Owned Businesses

200.04% Returns Since 2020

Automated approach that buys

and holds black-owned businesses

Apple Google Arbitrage

299.52% Returns Since 2019

A rules-based algorithm that tracks the divergence between $AAPL and $GOOG on the hourly timeframe.

Follow Nancy Pelosi

14% YoY Returns

3Y CAGR

Invest in America’s fastest growing

FMCG Stocks

FAANG Insider Trading

145.48% Return Since 2019

Invest in America’s fastest growing

FMCG Stocks

Tesla Short and Long EMA

506.12% Returns since 2020

Trading strategy using Exponential Moving Averages to find long/short targets for $TSLA

Frequently Asked Questions

Frequently Asked Questions

What is Surmount

What is Surmount

What is Surmount

What is Surmount

Who can use Surmount?

Who can use Surmount?

Who can use Surmount?

Who can use Surmount?

What is a strategy?

What is a strategy?

What is a strategy?

What is a strategy?

How often do strategies trade?

How often do strategies trade?

How often do strategies trade?

How often do strategies trade?

How does Surmount make money?

How does Surmount make money?

How does Surmount make money?

How does Surmount make money?

Why does Surmount exist?

Why does Surmount exist?

Why does Surmount exist?

Why does Surmount exist?

What problems does Surmount solve?

What problems does Surmount solve?

What problems does Surmount solve?

What problems does Surmount solve?

Why would someone share a profitable strategy?

Why would someone share a profitable strategy?

Why would someone share a profitable strategy?

Why would someone share a profitable strategy?

How often do strategies trade?

How often do strategies trade?

How often do strategies trade?

How often do strategies trade?

What about alpha decay?

What about alpha decay?

What about alpha decay?

What about alpha decay?

Have more questions or some feedback?

Contact Us

Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.


Surmount does not provide financial advice and does not issue recommendations or offers to buy stock or sell any security. Investments in securities are subject to risk. Read all related documents before investing. Investors should also consider all risk factors and consult with a financial advisor before investing.

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