Available in Jan 2026

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

59

days

:
11

hours

:
17

minutes

:
13

seconds

Overview

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

A quick peek at the mobile app 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.

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.

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.

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.

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.

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

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