Finally. Personalized
Investment Management.
Finally. Personalized
Investment Management.
Save countless hours and dollars while providing a modern and personalized client experience
Save countless hours and dollars while providing a modern and personalized client experience
Personalized portfolios at scale
Personalized portfolios at scale
Personalized portfolios at scale
Modern client experience
Modern client experience
Modern client experience
Registered RIA & TAMP
Registered RIA & TAMP
Registered RIA & TAMP
Finally. Personalized
Investment Management.
Save countless hours and dollars while providing a modern and personalized client experience
Personalized portfolios at scale
Modern client experience
Registered RIA & TAMP
Trusted By Individuals From Leading Rias, Clearing Firms, And Consumer Apps
The industry is evolving.
We help you evolve with it.
The industry is evolving.
We help you evolve with it.
The industry is evolving.
We help you evolve with it.
Modern clients don't want basket portfolios. We help you provide a hyper personalized client experience (and save you time and money in doing so)
Modern clients don't want basket portfolios. We help you provide a hyper personalized client experience (and save you time and money in doing so)
Modern clients don't want basket portfolios. We help you provide a hyper personalized client experience (and save you time and money in doing so)
Simplified Client Management
View & manage all of your clients' accounts from one dashboard
Client
Linked Accounts
Aggregated AUM
Eli Offerman
Client since 4/18/2024
$410,743.20
Sophia Rodriguez
Client since 11/27/2023
$215,544.18
James Monroe
Client since 11/27/2023
$570,874.63
Eve Jaffe
Client since 1/8/2024
$950,150.16
Simplified Client Management
View & manage all of your clients' accounts from one dashboard
Client
Linked Accounts
Aggregated AUM
Eli Offerman
Client since 4/18/2024
$410,743.20
Sophia Rodriguez
Client since 11/27/2023
$215,544.18
James Monroe
Client since 11/27/2023
$570,874.63
Eve Jaffe
Client since 1/8/2024
$950,150.16
Simplified Client Management
View & manage all of your clients' accounts from one dashboard
Client
Linked Accounts
Aggregated AUM
Eli Offerman
Client since 4/18/2024
$410,743.20
Sophia Rodriguez
Client since 11/27/2023
$215,544.18
James Monroe
Client since 11/27/2023
$570,874.63
Eve Jaffe
Client since 1/8/2024
$950,150.16
Simplified Client Management
View & manage all of your clients' accounts from one dashboard
Client
Linked Accounts
AUM
Eli Offerman
Client since 4/18/2024
$410,743.20
Sophia Rodriguez
Client since 11/27/2023
$215,544.18
James Monroe
Client since 11/27/2023
$570,874.63
Eve Jaffe
Client since 1/8/2024
$950,150.16
Tailored Portfolio Construction
Leverage Vyser's AI to construct custom models,
portfolio optimizations, and tax loss harvesting tailored
to each client
You
Summarize my last meeting with Barbara Weaver and create a portfolio based on her feedback & goals
Surmount AI
Barbara Weaver discussed her discomfort with current market conditions and mentioned her interest in allocating more into bonds. Here are 3 models that reflect her current objectives & risk tolerance.
Tailored Portfolio Construction
Leverage Vyser's AI to construct custom models, portfolio optimizations, and tax loss harvesting tailored to each client
You
Summarize my last meeting with Barbara Weaver and create a portfolio based on her feedback & goals
Surmount AI
Barbara Weaver discussed her discomfort with current market conditions and mentioned her interest in allocating more into bonds. Here are 3 models that reflect her current objectives & risk tolerance.
Tailored Portfolio Construction
Leverage Vyser's AI to construct custom models, portfolio optimizations, and tax loss harvesting tailored to each client
You
Summarize my last meeting with Barbara Weaver and create a portfolio based on her feedback & goals
Surmount AI
Barbara Weaver discussed her discomfort with current market conditions and mentioned her interest in allocating more into bonds. Here are 3 models that reflect her current objectives & risk tolerance.
Tailored Portfolio Construction
Leverage Vyser's AI to construct custom models, portfolio optimizations, and tax loss harvesting tailored to each client
You
Summarize my last meeting with Barbara Weaver and create a portfolio based on her feedback & goals
Surmount AI
Barbara Weaver discussed her discomfort with current market conditions and mentioned her interest in allocating more into bonds. Here are 3 models that reflect her current objectives & risk tolerance.
Simple Analytics
Empower your choices with insights derived from our real-time data streams.
Simple Analytics
Empower your choices with insights derived from our real-time data streams.
Simple Analytics
Empower your choices with insights derived from our real-time data streams.
Simple Analytics
Empower your choices with insights derived from our real-time data streams.
Seamless Client Onboarding
Don't leave the team behind and easily invite unlimited team members onboard
Pending Invitations
Luke Skywalker
Luke@gmail.com
June 18, 2025
Han Solo
han@gmail.com
June 18, 2025
Seamless Client Onboarding
Don't leave the team behind and easily invite unlimited team members onboard
Pending Invitations
Luke Skywalker
Luke@gmail.com
June 18, 2025
Han Solo
han@gmail.com
June 18, 2025
Seamless Client Onboarding
Don't leave the team behind and easily invite unlimited team members onboard
Pending Invitations
Luke Skywalker
Luke@gmail.com
June 18, 2025
Han Solo
han@gmail.com
June 18, 2025
Seamless Client Onboarding
Don't leave the team behind and easily invite unlimited team members onboard
Pending Invitations
Luke Skywalker
Luke@gmail.com
June 18, 2025
Han Solo
han@gmail.com
June 18, 2025
What Surmount does
What Surmount does
What Surmount does
Discover the tools that will revolutionize the way you run your business.
Discover the tools that will revolutionize the way you run your business.
Discover the tools that will revolutionize the way you run your business.
Portfolio management
Software that can do anything a professional can even better
All your assets in one place
Fully automated trading execution
1-click, multi-stock trading
Tax aware rebalancing
Portfolio management
Software that can do anything a professional can even better
All your assets in one place
Fully automated trading execution
1-click, multi-stock trading
Tax aware rebalancing
Portfolio management
Software that can do anything a professional can even better
All your assets in one place
Fully automated trading execution
1-click, multi-stock trading
Tax aware rebalancing
Personalization
Bespoke portfolios built for every client
Personalized recommendations
Guided goal planning
Everyday language-based investment search
Relevant information, tailored just for you
Personalization
Bespoke portfolios built for every client
Personalized recommendations
Guided goal planning
Everyday language-based investment search
Relevant information, tailored just for you
Personalization
Bespoke portfolios built for every client
Personalized recommendations
Guided goal planning
Everyday language-based investment search
Relevant information, tailored just for you
AI Agents
Industry leading artificial intelligence
Automated investing
AI-powered insights
AI-based trading models
Profitable trading signals
AI Agents
Industry leading artificial intelligence
Automated investing
AI-powered insights
AI-based trading models
Profitable trading signals
AI Agents
Industry leading artificial intelligence
Automated investing
AI-powered insights
AI-based trading models
Profitable trading signals
Custom Models
Turn any idea into a data-driven portfolio
User-friendly, no-code interface
Accurate backtesting
Instant deployment
Source of secondary or replacement income
Custom Models
Turn any idea into a data-driven portfolio
User-friendly, no-code interface
Accurate backtesting
Instant deployment
Source of secondary or replacement income
Custom Models
Turn any idea into a data-driven portfolio
User-friendly, no-code interface
Accurate backtesting
Instant deployment
Source of secondary or replacement income
Full Service
Personalization
AI Agents
Custom Strategies
Software that can do anything a professional can even better
View & manage all client portfolios conveniently
Provide custom solutions for every client
Simple and easy to use
Tailored goal planning & tracking
Full Service
Personalization
AI Agents
Custom Strategies
Software that can do anything a professional can even better
View & manage all client portfolios conveniently
Provide custom solutions for every client
Simple and easy to use
Tailored goal planning & tracking
Broker & custodian agnostic
Broker & custodian agnostic
Broker & custodian agnostic
Aggregate all of your clients' investment accounts with AES-256 level encryption to gain access & control to assets outside of your custody
Aggregate all of your clients' investment accounts with AES-256 level encryption to gain access & control to assets outside of your custody
Aggregate all of your clients' investment accounts with AES-256 level encryption to gain access & control to assets outside of your custody
Any model, any datapoint, any asset class
Any model, any datapoint, any asset class
Any model, any datapoint, any asset class
Import your existing models, find one off the shelf, or create a new model from scratch with no code or AI. Any datapoint is within reach, for any publicly traded asset.
Import your existing models, find one off the shelf, or create a new model from scratch with no code or AI. Any datapoint is within reach, for any publicly traded asset.
Import your existing models, find one off the shelf, or create a new model from scratch with no code or AI. Any datapoint is within reach, for any publicly traded asset.
Provide more value with less effort
Provide more value with less effort
Provide more value with less effort
Our advanced features are designed to give you a competitive
edge, giving you more time and clients more value
Our advanced features are designed to give you a competitive
edge, giving you more time and clients more value
Our advanced features are designed to give you a competitive edge, giving you more time and clients more value
Modern financial management
Modern financial management
Modern financial management
Dedicated & experienced financial advisors...
Your advisor will craft a personalized financial plan based on your unique needs. Savvy provides your advisors with the technology to help you reach your financial goals...
Your full financial picture in one place...
Easily track your investments and net worth anytime, anywhere. Update your
progress, set benchmarks, and measure your performance against your...
Personalized investment management
As a fiduciary, Savvy is committed to acting
in your best interest. That's why our
advisors craft a personalized investment strategy tailored to your goals...
Why Surmount
Is Better
Better, Modern Investment Management
Objectives
(Actual) AI
No Delays
Personalized Investment Management
Prebuilt Portfolios
Custom Strategies
Multi-asset Class Portfolio
Trade Execution
Investor Profile
Transparent Pricing
Client Customization
Financial Situation
Interests
Why Surmount
Is Better
Better, Modern Investment Management
Objectives
(Actual) AI
No Delays
Personalized Investment Management
Prebuilt Portfolios
Custom Strategies
Multi-asset Class Portfolio
Trade Execution
Investor Profile
Transparent Pricing
Client Customization
Financial Situation
Interests
Why Surmount
Is Better
Better, Modern Investment Management
Objectives
(Actual) AI
No Delays
Personalized Investment Management
Prebuilt Portfolios
Custom Strategies
Multi-asset Class Portfolio
Trade Execution
Investor Profile
Transparent Pricing
Client Customization
Financial Situation
Interests
Why Surmount
Is Better
Better, Modern Investment Management
Objectives
(Actual) AI
No Delays
Personalized Investment Management
Prebuilt Portfolios
Custom Strategies
Multi-asset Class Portfolio
Trade Execution
Investor Profile
Transparent Pricing
Client Customization
Financial Situation
Interests
Hear from our customers
Hear from our customers
Hear from our customers
See how Surmount has transformed dozens of investment businesses like yours
to better serve and scale their client base.
See how Surmount has transformed dozens of investment businesses like yours
to better serve and scale their client base.
See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
The product is awesome! I have only ever known buy and hold to be my strategy and Surmount has opened up an entire new world of investing for me.
My Robinhood account is doing better than it would be if it was still just me managing it.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
As a former quant, I was excited when I saw the platform that Logan and the Surmount team have built to bring the power of hedge funds and family offices to everyday investors. As I dug into due diligence, I found more and more to impress me.
David Sifry
Founder @ Warmstart
Favorite Strategies
Surmount democratizes access to passive trading to everyone. It's an incredible vision as a business and as an agent of changing how the world invests.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It's very exciting to see Surmount not only give users the power to create unique strategies, but also a place where they can help others put them to action. Finally users aren't forced into to limited opaque strategies.
Brian Gillis
Co-founder @ DNS Filter
Favorite Strategies
Surmount is on a mission to democratize investing and algo-trading for everyone. I truly believe in Surmount's platform and marketplace approach for the community of individual and institutional investors to share trading strategies.
Ram Boreda
VP of Products @ Egnyte
Favorite Strategies
I have nothing but great things to say about Surmount AI and their founding team! I have been following their product journey for a while and there team is full of ambition and talent. Their product is user-friendly, flexible and they are always building new features upon request!
Melanie Wertzberger
Founder @ Shaka
Favorite Strategies
What the team at Surmount has done is truly amazing! Surmount AI is for the people. I cannot recommend enough!
Chris Brinton
Founder @ Unknown AI
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Emilia Korczynska
Head of Marketing @ UserPilot
Favorite Strategies
Amazing team, exciting product. Go, try, give feedback, make money!
David Cohen
Founder & CEO @ Techstars
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
Mohammad
CFO @ Forecastr
Favorite Strategies
Surmount is truly changing the game. Really easy to use. Logan and the team are doing great work to make wealth building more accessible to anyone.
Tanya Frias
Founder & Exec @ Wealthmore
Favorite Strategies
It has been amazing to watch Surmount’s journey for some time now, and it’s exciting to see them go to market with an exciting product.
Emily Rotolo
EIR @ Deloitte
Favorite Strategies
Great to see a product like this - investing can be a hell-lot-of-work and many people (especially women) don't do it at all because they're afraid they don't have enough knowledge.
Andy Ballester
Founder @ GoFundMe
Favorite Strategies
Surmount AI shines with its innovative approach to wealth-building, designed to be incredibly accessible and user-friendly, even for those new to investing.
David Sifry
Founder @ Warmstart
Favorite Strategies
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How can this impact my business?
How can this impact my business?
How can this impact my business?
How can this impact my business?
How long does an this take to implement?
How long does an this take to implement?
How long does an this take to implement?
How long does an this take to implement?
Will we need to make changes in our teams?
Will we need to make changes in our teams?
Will we need to make changes in our teams?
Will we need to make changes in our teams?
Modernize your
Investment management business
Our pricing plans are designed to meet the needs of businesses of all sizes. Find the
perfect plan for your business and get started today.
Modernize your
Investment management business
Our pricing plans are designed to meet the needs of businesses of all sizes. Find the
perfect plan for your business and get started today.
Modernize your
Investment management business
Our pricing plans are designed to meet the needs of businesses of all sizes. Find the
perfect plan for your business and get started today.
Modernize your
Investment management business
Our pricing plans are designed to meet the needs of businesses of all sizes. Find the perfect plan for your business and get started today.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.