Custom Models

Build custom models, no dev team required.

Build custom models, no dev team required.

Describe a strategy in plain language, assemble it in a visual builder, or write the allocation logic yourself. The same model runs live across client accounts either way.

Request Early Access

Request Early Access

Request Early Access

See How Models Are Built 

See How Models Are Built 

See How Models Are Built 

A Closer Look

From idea to live model

From idea to live model

in four steps

01

Choose your holdings

Pick the stocks, ETFs and fixed income ETFs that fit the mandate, or start from suggestions based on your goals.

02

Set your weights and constraints

Fine-tune allocations and add custom rules, such as position caps or sector limits, to reflect your strategy.

03

Embed strategy logic

Set rebalance triggers, cash thresholds and any position-level rules the strategy depends on. The model behaves the same way in every account it runs in.

04

Test it before it trades

Check how your rules behave in past market conditions before any client account trades.

Request Early Access

Request Early Access

Request Early Access

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

Bring your own models. See them running.

Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.

Request Early Access

Bring your own models. See them running.

Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.

Request Early Access

Bring your own models. See them running.

Request early access and we'll build one of your existing models on Surmount Wealth, so you can watch it run before you commit to anything.

Request Early Access

Surmount AI Inc. Advisory services provided by Quantbase, LLC, an SEC-registered investment adviser. Brokerage services provided by Alpaca Securities LLC, member FINRA/SIPC.

Product

Custom Model

Pre-built Model

Direct Index

Alternative Investing

Investing Agent

Solutions

For Advisors

For Family Offices

For Credit Unions

For Fintech Apps

Others

Blog

Contact

Privacy Policy

Terms & Conditions

User-centered Models

Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount AI 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. Quantbase's investment advisory services are available only to residents of the United States in jurisdictions where Quantbase 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. *These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

@ 2026 Surmount Inc.

Surmount AI Inc. Advisory services provided by Quantbase, LLC, an SEC-registered investment adviser. Brokerage services provided by Alpaca Securities LLC, member FINRA/SIPC.

Product

Custom Model

Pre-built Model

Direct Index

Alternative Investing

Investing Agent

Solutions

For Advisors

For Family Offices

For Credit Unions

For Fintech Apps

Others

Blog

Contact

Privacy Policy

Terms & Conditions

User-centered Models

Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount AI 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. Quantbase's investment advisory services are available only to residents of the United States in jurisdictions where Quantbase 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. *These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

@ 2026 Surmount Inc.

Surmount AI Inc. Advisory services provided by Quantbase, LLC, an SEC-registered investment adviser. Brokerage services provided by Alpaca Securities LLC, member FINRA/SIPC.

Product

Custom Model

Pre-built Model

Direct Index

Alternative Investing

Investing Agent

Solutions

For Advisors

For Family Offices

For Credit Unions

For Fintech Apps

Others

Blog

Contact

Privacy Policy

Terms & Conditions

User-centered Models

Quantbase, LLC (Quantbase), a wholly-owned subsidiary of Surmount AI 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. Quantbase's investment advisory services are available only to residents of the United States in jurisdictions where Quantbase 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. *These are not, nor intended to be, a testimonial or endorsement of Surmount's services.

@ 2026 Surmount Inc.

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