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.
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