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.

No hidden fees. Cancel anytime.

Core

$5

/ month

Core plan includes

Connect and automate external accounts

Prebuilt strategies curated by experts

Personalized investment recommendations

Core

$5

/ month

Core plan includes

Connect and automate external accounts

Prebuilt strategies curated by experts

Personalized investment recommendations

Core

$5

/ month

Core plan includes

Connect and automate external accounts

Prebuilt strategies curated by experts

Personalized investment recommendations

Core

$5

/ month

Core plan includes

Connect and automate external accounts

Prebuilt strategies curated by experts

Personalized investment recommendations

Core

$5

/ month

Core plan includes

Connect and automate external accounts

Prebuilt strategies curated by experts

Personalized investment recommendations

Plus

$10

/ month

Everything in Core and…

Personalized AI advisor

Custom strategies

Advanced market research

Crypto and options

Plus

$10

/ month

Everything in Core and…

Personalized AI advisor

Custom strategies

Advanced market research

Crypto and options

Plus

$10

/ month

Everything in Core and…

Personalized AI advisor

Custom strategies

Advanced market research

Crypto and options

Plus

$10

/ month

Everything in Core and…

Personalized AI advisor

Custom strategies

Advanced market research

Crypto and options

Plus

$10

/ month

Everything in Core and…

Personalized AI advisor

Custom strategies

Advanced market research

Crypto and options

Pro

$30

/ month

Everything in Plus and…

Full access to strategy creation tools

Full access to 20,000+ datapoints

Share and monetize strategies

Fixed income and alternative markets

Pro

$30

/ month

Everything in Plus and…

Full access to strategy creation tools

Full access to 20,000+ datapoints

Share and monetize strategies

Fixed income and alternative markets

Pro

$30

/ month

Everything in Plus and…

Full access to strategy creation tools

Full access to 20,000+ datapoints

Share and monetize strategies

Fixed income and alternative markets

Pro

$30

/ month

Everything in Plus and…

Full access to strategy creation tools

Full access to 20,000+ datapoints

Share and monetize strategies

Fixed income and alternative markets

Pro

$30

/ month

Everything in Plus and…

Full access to strategy creation tools

Full access to 20,000+ datapoints

Share and monetize strategies

Fixed income and alternative markets

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?

What is Surmount and how is it different from a robo-advisor?

What is Surmount and how is it different from a robo-advisor?

What is Surmount and how is it different from a robo-advisor?

What is Surmount and how is it different from a robo-advisor?

Is Surmount a broker or an investment adviser?

Is Surmount a broker or an investment adviser?

Is Surmount a broker or an investment adviser?

Is Surmount a broker or an investment adviser?

Is Surmount a broker or an investment adviser?

How do the strategies work—and who creates them?

How do the strategies work—and who creates them?

How do the strategies work—and who creates them?

How do the strategies work—and who creates them?

How do the strategies work—and who creates them?

Does Surmount sell or share my trading data?

Does Surmount sell or share my trading data?

Does Surmount sell or share my trading data?

Does Surmount sell or share my trading data?

Does Surmount sell or share my trading data?

What kind of performance should I expect?

What kind of performance should I expect?

What kind of performance should I expect?

What kind of performance should I expect?

What kind of performance should I expect?

How can I cancel my subscription?

How can I cancel my subscription?

How can I cancel my subscription?

How can I cancel my subscription?

How can I cancel my subscription?

Welcome to
intelligent investing

Start investing with data-driven ideas today

Welcome to
intelligent investing

Start investing with data-driven ideas today

Welcome to
intelligent investing

Start investing with data-driven ideas today

Welcome to
intelligent investing

Start investing with data-driven ideas today

Welcome to
intelligent investing

Start investing with data-driven ideas today

Referral program

Refer and be rewarded

Invite friends to Surmount and earn 15% of their trading fees.

Referral program

Refer and be rewarded

Invite friends to Surmount and earn 15% of their trading fees.

Referral program

Refer and be rewarded

Invite friends to Surmount and earn 15% of their trading fees.

Referral program

Refer and be rewarded

Invite friends to Surmount and earn 15% of their trading fees.

Referral program

Refer and be rewarded

Invite friends to Surmount and earn 15% of their trading fees.

Support

Still have questions?

Complete the form below to get in touch with our Sales team.

Support

Still have questions?

Complete the form below to get in touch with our Sales team.

Support

Still have questions?

Complete the form below to get in touch with our Sales team.

Support

Still have questions?

Complete the form below to get in touch with our Sales team.

Support

Still have questions?

Complete the form below to get in touch with our Sales team.

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

© 2025 Surmount Inc. All Rights Reserved.

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

© 2025 Surmount Inc. All Rights Reserved.

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

© 2025 Surmount Inc. All Rights Reserved.

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

Company

Products

Legal

© 2025 Surmount Inc. All Rights Reserved.

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

© 2025 Surmount Inc. All Rights Reserved.