Simple & transparent pricing
Simple & transparent pricing
How strategies work?
Simple & transparent pricing
No hidden fees. Cancel anytime.
No hidden fees. Cancel anytime.
No hidden fees. Cancel anytime.
- ✓Open a Surmount account and start investing right away (applicable fees may apply)
- ✓ Track and manage your portfolio from your Dashboard
- ✓Discover investment strategies on the Marketplace
- ✓Research markets with screeners and insights on the Markets page
- ✓Connect and invest in external accounts (up to $50,000)
- ✓Access to Dashboard for external + Surmount accounts
- ✓Access free strategy templates
- ✓Connect and invest in external accounts (up to $50,000)
- ✓Access to Dashboard for external + Surmount accounts
- ✓Access free strategy templates
- ✓Invest up to $150,000 in connected accounts
- ✓Access No-Code Strategy Builders (ETF Builder + No-Code Strategy Builder)
- ✓Invest up to $150,000 in connected accounts
- ✓Access No-Code Strategy Builders (ETF Builder + No-Code Strategy Builder)
- ✓Unlimited investing across internal, external, and paper accounts
- ✓Access all strategy builders (No-Code, Code, AI Builder, ETF Builder)
- ✓Unlock Paper Trading for testing ideas
- ✓Unlimited investing across internal, external, and paper accounts
- ✓Access all strategy builders (No-Code, Code, AI Builder, ETF Builder)
- ✓Unlock Paper Trading for testing ideas
Have questions?
Find answers
Have questions?
Find answers
Professional tools, now available to everyone
Have questions?
Find answers
What is Surmount and how is it different from a robo-advisor?
Is Surmount a broker or an investment adviser?
How do the strategies work—and who creates them?
Does Surmount sell or share my trading data?
What kind of performance should I expect?
How can I cancel my subscription?
Contact Us
Still have questions?
Complete the form below to get in touch with our Support team.
Contact Us
Still have questions?
Complete the form below to get in touch with our Support team.
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.
© 2026 Surmount AI Inc. All rights reserved.
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.
© 2026 Surmount AI Inc. All rights reserved.
Surmount builds investment products with the objective to help investors approach markets smarter & with less hassle.
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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.
© 2026 Surmount AI Inc. All rights reserved.
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.
© 2026 Surmount AI Inc. All rights reserved.
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.
© 2026 Surmount AI Inc. All rights reserved.