Portfolio management software for financial advisors

Manage more accounts. Watch fewer charts.

Surmount automates monitoring, rebalancing and trade execution across your book, and nothing executes until you approve it. Grow your client count without growing your operations team.

Request Early Access

See How It Works

For Advisors

We help independent advisors automate the busywork, growing firms scale their standards instead of their headcount, and enterprise practices run every book on the same guardrails, all without ever losing the ability to see, approve, or stop what's running.

Logan Weaver, CEO of Surmount AI Inc.

A Closer Look

Built for every kind of independent practice

Since 2020

Built for independent advice

Independent RIAs

Set your rules once, including drift thresholds, rebalancing schedules and tax preferences. Surmount monitors every account and brings you trades to approve.

Multi Advisor Firms

Give every advisor the same models, guardrails and risk rules, so your firm's standards hold as you add advisors and households.

Breakaway Advisors

Going independent? Launch with automated trading and rebalancing from day one, and skip hiring an operations team to get there.

01 Describe a strategy in plain language

Tell Surmount what you want the way you'd brief an associate, such as "if AAPL drops below $180, trim 20% and move it to cash." It turns the instruction into a structured rule you review before anything runs.

02 Nothing executes until you approve it

Every agent builds a plan first. You see what will happen, when, and under what conditions, and a single approval sends the trade.

03 Full visibility, always

Every action lands in the activity feed with a timestamp. Edit, pause or shut down any agent at any time, and keep a complete record for compliance reviews.

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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

Portfolio management software for financial advisors

Manage more accounts. Watch fewer charts.

Surmount automates monitoring, rebalancing and trade execution across your book, and nothing executes until you approve it. Grow your client count without growing your operations team.

Request Early Access

See How Models Are Built

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