Surmount | Family Offices

UNIQUE NEEDS—UNIQUE SOLUTIONS

Surmount's platform offers the sophistication, personalization, and control to meet your unique needs.

Your goals

Surmount offers unmatched optionality for researching, building, and executing data-driven strategies that are fully constructed around your family's unique, personal goals.

Your way

Using our unparalleled data and strategy building tools, you can build custom strategies that fully reflect your goals, values, and vision of the future.

Without barriers

Zero lock up periods, zero hidden fees, and 100% liquidity give you greater control, freedom, and peace of mind

CONNECT WITH US

$100M+

1,400+

1B+

PEACE OF MIND

Easily Manage All of Your Accounts in One Place

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

MAXIMUM FLEXIBILITY

With the Freedom and Flexibility of Liquidity

Surmount has zero lockup periods, and zero hidden fees. You are finally able to access hedge-fun level strategies 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

Trusted by others like you

“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.