Pricing
Fair plans that drive value.
Fair plans that drive value.
Fair plans that drive value.
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.
Monthly
Annually
Startups
Best for smaller companies
$1,995
/month
Includes:
Full access to prebuilt portfolios
Custom portfolio building tools
AI Analyst
Automated rebalancer
Institutions
Best for established companies
$4,995
/month
Includes everything in Startups plan plus:
Custom branded solutions
Investing Agents
Customizable dashboards
Non-custodied access
Dedicated support team
Monthly
Annually
Startups
Best for smaller companies
$1,995
/month
Includes:
Full access to prebuilt portfolios
Custom portfolio building tools
AI Analyst
Automated rebalancer
Institutions
Best for established companies
$4,995
/month
Includes everything in Startups plan plus:
Custom branded solutions
Investing Agents
Customizable dashboards
Non-custodied access
Dedicated support team
Monthly
Annually
Startups
Best for smaller companies
$1,995
/month
Includes:
Full access to prebuilt portfolios
Custom portfolio building tools
AI Analyst
Automated rebalancer
Institutions
Best for established companies
$4,995
/month
Includes everything in Startups plan plus:
Custom branded solutions
Investing Agents
Customizable dashboards
Non-custodied access
Dedicated support team
Compare Our Plans & Features
Compare Our Plans & Features
Compare Our Plans & Features
Key details
Key details
Key details
Monthly Fee
Monthly Fee
Monthly Fee
Unlimited Account Connections
Unlimited Account Connections
Unlimited Account Connections
AI analyst
AI analyst
AI analyst
Model Marketplace
Model Marketplace
Model Marketplace
Enhanced Security Protocols
Enhanced Security Protocols
Enhanced Security Protocols
Scheduled Data Exports
Scheduled Data Exports
Scheduled Data Exports
Multi Asset Portfolios
Multi Asset Portfolios
Multi Asset Portfolios
Backtesting & Hypothetical Projections
Developer API access
Developer API access
Developer API access
Dedicated Point of Contact
Dedicated Point of Contact
Dedicated Point of Contact
Custom User Interface
Custom User Interface
Custom User Interface
Custom Investment Strategies
Custom Investment Strategies
Custom Investment Strategies
AI Investment Manager
AI Investment Manager
AI Investment Manager
Marketing Support
Marketing Support
Marketing Support
Onboarding Channels
Custom Email Workflows
Custom Email Workflows
Custom Email Workflows
Team Collaboration Features
Team Collaboration Features
Team Collaboration Features
Dynamic Workflow Automation
Dynamic Workflow Automation
Dynamic Workflow Automation
$1,995
$1,995
$1,995
$4,950
$4,950
$4,950
Proudly serving 50,000+ happy end clients
See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to modernize wealth management
Tanya Frias
Founder & CIO,
WealthmoreWhat the team at Surmount has done is truly amazing. I cannot recommend enough.
Shawn He
Founder & CEO,
Statis FundSurmount has completely changed how we deliver to our clients, and we could not be any happier with the engagement.
Liam Daly
Founder & CEO,
Daly Asset ManagementSurmount's innovative approach to wealth management is exactly what the industry has needed for decades
David Hochman
CIO,
VyserAmazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and functionality are the future of investment management.
Devon Lynch
VP,
Susquehanna Family OfficeGreat to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount's innovative approach to wealth management is exactly what the industry has needed for decades
David Hochman
CIO,
Vyser
Proudly serving 50,000+ happy end clients
See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to modernize wealth management
Tanya Frias
Founder & CIO,
WealthmoreWhat the team at Surmount has done is truly amazing. I cannot recommend enough.
Shawn He
Founder & CEO,
Statis FundSurmount has completely changed how we deliver to our clients, and we could not be any happier with the engagement.
Liam Daly
Founder & CEO,
Daly Asset ManagementSurmount's innovative approach to wealth management is exactly what the industry has needed for decades
David Hochman
CIO,
VyserAmazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and functionality are the future of investment management.
Devon Lynch
VP,
Susquehanna Family OfficeGreat to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars
Proudly serving 50,000+ happy end clients
See how Surmount has transformed dozens of investment businesses like yours to better serve and scale their client base.
Surmount is truly changing the game. Really easy to use. Logan and the Surmount team are doing great work to modernize wealth management
Tanya Frias
Founder & CIO,
WealthmoreWhat the team at Surmount has done is truly amazing. I cannot recommend enough.
Shawn He
Founder & CEO,
Statis FundSurmount has completely changed how we deliver to our clients, and we could not be any happier with the engagement.
Liam Daly
Founder & CEO,
Daly Asset ManagementSurmount's innovative approach to wealth management is exactly what the industry has needed for decades
David Hochman
CIO,
VyserAmazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
I truly believe in Surmount's platform and functionality are the future of investment management.
Devon Lynch
VP,
Susquehanna Family OfficeGreat to see a product like this - investing can be a hell-lot-of-work and many people don't do it at all because they're afraid they don't have enough knowledge.
John Adams
Head of Marketing @ UserPilot
Amazing product that is completely transforming the wealth management industry
Ryan Kuder
MD @ Techstars
Surmount is exactly what I've been looking for as an investor who wants more access to smart strategies, but don't have experience building them myself. Game changing product!
Craig Simoneau
Head of Product @ Nobul
Amazing & promising products! Financial freedom for everyone, congratulations
Tayfur Yildirim
Quant & Data Scientist
Surmount's innovative approach to wealth management is exactly what the industry has needed for decades
David Hochman
CIO,
Vyser
FAQs
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
How can this impact my business?
How long does an this take to implement?
Will we need to make changes in our teams?
Still have a question?
Get in touch with our team.
How can this impact my business?
How long does an this take to implement?
Will we need to make changes in our teams?
Still have a question?
Get in touch with our team.
How can this impact my business?
How long does an this take to implement?
Will we need to make changes in our teams?
Still have a question?
Get in touch with our team.
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.
© 2025 Surmount Technologies, LLC. All rights reserved.
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.
© 2025 Surmount Technologies, LLC. All rights reserved.
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.
© 2025 Surmount Technologies, LLC. All rights reserved.