Helping your firm and your clients to succeed

Access cutting-edge wealth management tools, technology, and data to drive your organization and your clients into the future.
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TOOLS TO DRIVE GROWTH

Access the platform, tools, and data you need
to do what you do best—better.

Personalized strategies
Surmount offers unmatched optionality for researching, building, and executing data-driven strategies that are fully constructed around your clients' personal goals.
Amplify your reach
Using our unparalleled data and strategy building tools, you can publish and promote your custom strategies to serve your existing clients and attract new business.
Zero hidden fees
Our fees are fully transparent and extremely competitive. You will always know exactly what we charge and when.
YOUR INNOVATION PARTNER

Unlock more powerful, personalized,
and dynamic portfolios for your clients.

Execute Any Strategy
Select any of the robust, data-driven strategies on our platform, or build your own using our intuitive no-code interface, powerful AI-builder, or full code using Python.
Using Any Data Point
With more than 1013 possible datasets to choose from, you have complete control to craft a strategy that uses virtually any information that can be applied to the markets.
Into Any End Broker Account
Finally, you can connect, view, manage, and seamlessly execute your strategies into and between all of your existing accounts with speed and precision.
Transaction
Today
BF
Ben Freedman
Amount
$25,000
Verified
Transaction ID
Note: New Strategy Funded: Black Owned Businesses

Create any strategy you envision, any way you want

NO CODE
AI—BUILT
CODE
ELEGANTLY SIMPLE

The easiest way to build complex strategies

With a groundbreaking, intuitive no-code interface, you can quickly and easily create, test, and execute any strategy you envision.
FULLY CUSTOMIZABLE

AI made them great, you make them yours

Select from hundreds of pre-built strategy theses and easily modify them to reflect your vision and goals.
FULLY IN CONTROL

Design from scratch for total control

Craft any strategy you can imagine with our intuitive, web-based Python IDE. And the code you write is yours, because that is how it should be.
DATA SUPERIORITY

Data-Driven Investing, Made Simple

Combine your unique insights and our unparalleled data to ensure you meet every clients' personal needs and exceed their expectations. Our marketplace makes it simple to access any investment strategy, for any timeframe, and any risk tolerance.
COMPLETE CONTROL

Easily Manage All of Your Client Accounts in One Place

Surmount makes it easy to view, manage, and automate all of your clients' accounts in one place. Choose from more than 15 equities, crypto, and forex portfolio options and execute strategies seamlessly across accounts.
MAXIMUM FLEXIBILITY

With the Added Benefit of Liquidity

Surmount has zero lockup periods, and zero hidden fees. You are finally able to offer hedge-fun level strategies to your clients with the ease, control, and price of an index fund.
contact us

We’re here to help.

Whether you're interested in a demo of our platform, or simply have a question, we would love to hear from you!
Get in touch

Investors love using Surmount.

“I love it.”
Surmount democratizes access to passive trading. It's an incredible vision as abusiness and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
“I keep finding more and more that impresses me.”
As a former quant, I was excited when I saw what Surmount has built to bring the power of hedge funds and family offices to every investor.
David Sifry
Founder @ Questy.AI
“I am impressed with the team and their potential to disrupt the market.”
Surmount's vision represents a new opportunity to introduce retail trading strategies using AI that have traditionally only been available to institutional quantitative funds.
Gabriel Schneider
Executive @ BNY Mellon
"This is truly exciting stuff."
Surmount is not only giving users the power to create unique strategies, but also a place where the can help others put them to action. Finally, investors aren't forced into limited, opaque strategies.
Brian Gillis
Co-Founder @ DNS Filter
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.
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