
Roadmap
See features we are working on and expected release dates.
In Progress
Private Markets
Launching pre IPO alternatives in Q4 2025
In Progress
Fixed Income
Launching fixed income in Q4 2025
Published 08.02.2025
Schwab Integration
We acquired BrokerBridge to support the ability to view and manage client accounts like Robinhood, Etrade, and more
Published 07.09.2025
External Client Accounts
We acquired BrokerBridge to support the ability to view and manage client accounts like Robinhood, Etrade, and more
Published 06.21.2025
Surmount Accounts
We partnered with Alpaca Securities to support new account creation directly on Surmount.
Published 06.14.2025
Crypto
We partnered with Coinbase to support cryptocurrency exposure.
Published 06.09.2025
Scenario Testing
Run custom scenarios on custom client portfolios.
Published 06.09.2025
Bespoke tax harvesting
1 of 1 tax harvesting automation, tailored to each client.
Published 05.20.2025
Improved Banking Experience
We partnered with Plaid to support a more streamlined bank connection process for clients.
Published on 05.14.2025
Investing Agents
AI agents for portfolio construction, management, and ongoing client success & alignment
FAQs
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