Finally.
Personalized
Investment Management
Finally.
Personalized
Investment Management
Invest using portfolios tailored just for you by professionals and award winning AI.
Finally.
Personalized
Investment Management
Invest using portfolios tailored just for you by professionals and award winning AI.
Finally.
Personalized
Investment Management
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 order execution
Position management
Tax harvesting
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
Bespoke portfolios made by professional investors & AI
Outline your investment objectives and decide how much and how often you want to invest.
Surmount handles all the rest.
Data driven portfolioS
Bespoke portfolios made by professional investors & AI
Outline your investment objectives and decide how much and how often you want to invest.
Surmount handles all the rest.
Data driven portfolioS
Bespoke portfolios made by professional investors & AI
Outline your investment objectives and decide how much and how often you want to invest.
Surmount handles all the rest.
Simplicity
No coding required
Turn any investment thesis into an automated, data-driven portfolio.
No coding required
Simplicity
No coding required
Turn any investment thesis into an automated, data-driven 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
Supported by America’s top brokers
You can easily connect Surmount to any investment account using bank-level security.
Integrations
Supported by America’s top brokers
You can easily connect Surmount to 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
Build your personalized portfolio
(or have AI build it for you)
Connect and invest
Easily connect your strategies to almost any brokerage or exchange
Highly rated, award-winning investment software
Highly rated, award-winning investment software
Highly rated, award-winning investment software
Highly rated, award-winning investment software
Our platform at a glance
Our platform at a glance
Our platform
at a glance
Portfolio management
Software that can do anything a professional can even better
All of your investments in one place
Personalized portfolios built for you
Simple and easy to understand
Tailored goal planning and tracking
Personalization
Bespoke portfolios
built just for youPersonalized portfolios customized specifically to you
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
AI Agents
Industry leading
artificial intelligence
(actual) AI/ML since 2019
AI agents that automate everything
AI analyst that analyzes your portfolios
Powered by 20,000+ datapoints
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
Portfolio management
Software that can do anything a professional can even better
All of your investments in one place
Personalized portfolios built for you
Simple and easy to understand
Tailored goal planning and tracking
Personalization
Bespoke portfolios
built just for youPersonalized portfolios customized specifically to you
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
AI Agents
Industry leading
artificial intelligence
(actual) AI/ML since 2019
AI agents that automate everything
AI analyst that analyzes your portfolios
Powered by 20,000+ datapoints
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
Portfolio management
Software that can do anything a professional can even better
All of your investments in one place
Personalized portfolios built for you
Simple and easy to understand
Tailored goal planning and tracking
Personalization
Bespoke portfolios
built just for youPersonalized portfolios customized specifically to you
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
AI Agents
Industry leading
artificial intelligence
(actual) AI/ML since 2019
AI agents that automate everything
AI analyst that analyzes your portfolios
Powered by 20,000+ datapoints
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
Portfolio management
Software that can do anything a professional can even better
All of your investments in one place
Personalized portfolios built for you
Simple and easy to understand
Tailored goal planning and tracking
Personalization
Bespoke portfolios
built just for youPersonalized portfolios customized specifically to you
Automated rebalancing and optimizations
1-click, multi-asset portfolios
Data and logic-driven investment models
AI Agents
Industry leading
artificial intelligence
(actual) AI/ML since 2019
AI agents that automate everything
AI analyst that analyzes your portfolios
Powered by 20,000+ datapoints
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
Full Service
Personalization
AI Agents
Custom Strategies
Software that can do anything a professional can even better
Tracks all of your investments in one place
Personalized portfolios built just for you
Simple and easy to understand
Tailored goal planning & tracking
Full Service
Personalization
AI Agents
Custom Strategies
Software that can do anything a professional can even better
Tracks all of your investments in one place
Personalized portfolios built just for you
Simple and easy to understand
Tailored goal planning & tracking
Why Surmount is better
Why Surmount is better
Why Surmount is better
Why Surmount is better
Features
Prebuilt portfolios
Prebuilt portfolios
Custom strategies
Custom strategies
Personalized investment management
Personalized investment management
Multi-asset class portfolios
Multi-asset class portfolios
(Actual) AI
(Actual) AI
Transparent pricing
Transparent pricing
No delays
No delays
Features
Prebuilt portfolios
Custom strategies
Personalized investment management
Multi-asset class portfolios
(Actual) AI
Transparent pricing
No delays
Robo Advisors
Robo Advisors
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Robo Advisors
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Human Advisors
Human Advisors
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Human Advisors
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Robinhood
Robinhood
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Robinhood
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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.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
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
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
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
Favorite Strategies
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© 2026 Surmount AI Inc. All rights reserved.