Roadmap

Explore Our Roadmap.

Explore Our Roadmap.

Explore Our Roadmap.

See features we are working on and expected release dates.

In Progress

Schwab

We're partnering with Schwab to support another major custodian.

In Progress

Fixed Income

Launching fixed income in Q4 2025

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

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.