Blog

Insights

Insights on fintech, investment innovation & the future of wealth management.

Surmount AI, Inc. (Surmount) is a technology company. It is not a registered investment adviser and does not provide investment advice. Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Where a partner uses Quantbase as its adviser of record, investment advisory services are provided solely by Quantbase. Registration does not imply any special degree of skill or training, or any approval by a regulatory authority of an adviser’s investment methods. Brokerage services for accounts opened through the platform are provided by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. By using this website, you accept our Terms of Use and Privacy Policy. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase’s Form ADV Part 2A brochure for more information, available at https://getquantbase.com/disclosures. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered. Investing involves risk, including the potential loss of all amounts invested. Past performance is no guarantee of future results. For more information, see our disclosures at https://getquantbase.com/disclosures.Disclosures & Regulatory Information | QuantbaseReview Quantbase's regulatory disclosures, risk factors, and investment advisory information. Quantbase LLC is an SEC-registered investment adviser.getquantbase.com

@ 2026 Surmount Inc.

Surmount AI, Inc. (Surmount) is a technology company. It is not a registered investment adviser and does not provide investment advice. Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Where a partner uses Quantbase as its adviser of record, investment advisory services are provided solely by Quantbase. Registration does not imply any special degree of skill or training, or any approval by a regulatory authority of an adviser’s investment methods. Brokerage services for accounts opened through the platform are provided by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. By using this website, you accept our Terms of Use and Privacy Policy. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase’s Form ADV Part 2A brochure for more information, available at https://getquantbase.com/disclosures. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered. Investing involves risk, including the potential loss of all amounts invested. Past performance is no guarantee of future results. For more information, see our disclosures at https://getquantbase.com/disclosures.Disclosures & Regulatory Information | QuantbaseReview Quantbase's regulatory disclosures, risk factors, and investment advisory information. Quantbase LLC is an SEC-registered investment adviser.getquantbase.com

@ 2026 Surmount Inc.

Surmount AI, Inc. (Surmount) is a technology company. It is not a registered investment adviser and does not provide investment advice. Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Where a partner uses Quantbase as its adviser of record, investment advisory services are provided solely by Quantbase. Registration does not imply any special degree of skill or training, or any approval by a regulatory authority of an adviser’s investment methods. Brokerage services for accounts opened through the platform are provided by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. By using this website, you accept our Terms of Use and Privacy Policy. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. The content on this website is for informational purposes only and does not constitute a comprehensive description of Quantbase’s investment advisory services. Refer to Quantbase’s Form ADV Part 2A brochure for more information, available at https://getquantbase.com/disclosures. Quantbase’s investment advisory services are available only to residents of the United States in jurisdictions where Quantbase is registered. Investing involves risk, including the potential loss of all amounts invested. Past performance is no guarantee of future results. For more information, see our disclosures at https://getquantbase.com/disclosures.Disclosures & Regulatory Information | QuantbaseReview Quantbase's regulatory disclosures, risk factors, and investment advisory information. Quantbase LLC is an SEC-registered investment adviser.getquantbase.com

@ 2026 Surmount Inc.