The Surmount Mobile App is coming soon.

Join the waitlist

A modern way to build portfolios, track performance, and grow your wealth from anywhere. Get early access when we launch

Join

10,000

others on the waitlist

Countdown finished!

Overview

Features preview

Obtain early access to our program and remain informed.

Create a portfolio made for you

Build a personalized portfolio with simple questions and advanced intelligence that selects proven strategies for your goals.

Create a portfolio made for you

Build a personalized portfolio with simple questions and advanced intelligence that selects proven strategies for your goals.

See your entire investment picture

View active strategies, news, positions, and transactions in one clear and powerful dashboard.

See your entire investment picture

View active strategies, news, positions, and transactions in one clear and powerful dashboard.

Discover powerful strategies

Explore detailed strategy insights and invest directly from the app with a smooth and guided experience.

Discover powerful strategies

Explore detailed strategy insights and invest directly from the app with a smooth and guided experience.

Our product & features

A quick peek at the mobile app features

Q & A

Frequently asked Questions

When will the mobile app launch?

We are preparing for early access soon and will notify waitlist members first.

What can I do in the mobile app?

You can create a personalized portfolio, explore strategies, view your dashboard, track positions and transactions, and invest directly from your phone.

Do I need an existing Surmount account?

No. You can join early access without an account and create one when the app launches.

Is the app free to use?

Yes. You can explore the app and create a portfolio at no cost. Standard management fees apply only when you choose to invest.

Can I link my current portfolio?

Yes. You will be able to connect your portfolio and access all of your information on the app.

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

Surmount AI Inc. is a financial technology company that provides automated investment strategy tools and portfolio management 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.

* These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

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