Available in Jan 2026
The Surmount Mobile App is coming soon.
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A modern way to build portfolios, track performance, and grow your wealth from anywhere. Get early access when we launch
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Overview
Features preview
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Our product & 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.





