Bolster your client relationships with personalized investment strategies and portfolios that integrate seamlessly into any broker-dealer or custodian.
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 1B+ possible datapoints to utilize, you have complete control to craft a strategy that uses virtually any information that can be applied to public markets.
Into Any 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.
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.
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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!
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.