Alternative investments platform for advisors
Give eligible clients curated private market opportunities next to their public portfolio, in the same view, reporting and approval workflow.
* Private market investments are available only to investors who meet eligibility requirements, such as accredited investor status, and involve significant risks, including illiquidity and loss of principal.
A Closer Look
Private market access for your clients
Private equity
Invest in established, US-based private companies, the kind of opportunity that usually requires a fund relationship or a banker's introduction.
Angel investments
Early-stage company deals made available to eligible clients through our partner network.
Venture capital funds
Allocate to professional VC firms raising capital for diversified early-stage portfolios, an allocation usually reserved for institutional investors.
Other private market opportunities
Real assets, credit strategies and alternative income products for clients who want exposure beyond public stocks and bonds.
How advisors add alternatives on Surmount
Beyond the feature list, here's what happens inside each capability.
Review opportunities
Browse available deals with offering documents and key terms in one place.
Confirm client eligibility
Check accreditation and suitability before an allocation is offered.
Track alongside public holdings
Alternatives appear in the same client view and reporting as the rest of the portfolio.
Request early access to see which private market opportunities are available for your clients.
Security & Compliance
Built for RIA vendor due diligence
The questions your compliance review will ask, answered in one place.
AES-256 Encrypted
SEC-Registered Advisory
FINRA/SIPC Custody
Trade-Only Access
