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
+15
Don’t have a broker account?
Don’t have a broker account?
Don’t have a broker 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!
Favorite Strategies
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.
Favorite Strategies
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.
Favorite Strategies
David Cohen
Founder @ Techstars
Amazing team, exciting product. Go, try, give feedback, make money!
Favorite Strategies
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.
Favorite Strategies
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
Favorite Strategies
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.
Favorite Strategies
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!
Favorite Strategies
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.
Favorite Strategies
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!
Favorite Strategies
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
Favorite Strategies
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.
Surmount Inc 2024. All Rights Reserved.