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
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
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?
