SURMOUNT: (verb) 1. To overcome an obstacle 2. To stand or be placed on top of 3. To surpass in quality or achievement 4. To ascend to the summit
NORTH STAR
We believe in a more inclusive, transparent, and affordable wealth management ecosystem.
“I created Surmount to solve every problem and frustration I had as an investor.️ But it has evolved—from a set of data and tools to solve specific problems into a powerful platform that can change the way people invest.”
Logan Weaver
Founder & CEO
WHAT SETS US APART
Our team is committed to doing the right things, the right way, for the right reasons.
Radical transparency
We provide as much detail and information as possible for your portfolios, strategies, and performance. We always err on the side of transparency, so we don't hide anything—especially fees.
Truly cutting-edge technology
Our technology is actually novel. We built it in-house, from scratch, to do something that nobody else can do today. Unlike some others, this is not a new UI on a boring, dated tech stack.
Complete liquidity
You should have full access to your money and the freedom to make the changes you need whenever you want. That's why we have absolutely zero lockup period or capital requirements.
Canopy UI Kit is a powerful tool for business owners and entrepreneurs to make the right first impression.
4.98/5
Rating from over 300 verified reviews.
23,438
A five digit number that’s sure to impress.
Be Authentic.
Create your website using purpose-built sections.
Be Inclusive.
Showcase your product with customisable UI Snippets
Share Boldly.
Make it yours with a modular, complete style guide
Make Waves.
Add dynamic content to your site with Webflow CMS features
YOUR VISION — OUR TOOLS
The smartest way to invest.
Surmount combines powerful AI, more than 1B data sources, and intuitive no-code and low-code interfaces to enable any investor to choose, craft, and execute sophisticated investment strategies in seconds, all with unparalleled ease and precision.
