Digital investing platform for credit unions

Investing that strengthens your member relationship.

Investing that strengthens your member relationship.

Investing that strengthens your member relationship.

ive members personalized portfolios, guided onboarding and automated investing inside your digital banking experience, so the relationship stays with you when they're ready to invest.

Request Early Access

Request Early Access

Request Early Access

See How It Works

See How It Works

See How It Works

For Credit Unions

Members already trust their credit union with everything else. There's no reason investing should be the one thing that sends them somewhere else. 

Members already trust their credit union with everything else. There's no reason investing should be the one thing that sends them somewhere else. 

Justin Graves, CTO of Surmount AI Inc.

One investment platform for every kind of member

Prebuilt models

Hours lost to manual work

Members choose from professionally designed portfolios across core, theme and factor strategies, rebalanced automatically.

Your team juggles dozens of disconnected tools daily. Each platform operates

Hybrid investing

Hours lost to manual work

Members answer a few questions about goals and risk, and Surmount builds a personalized portfolio through direct indexing, managed automatically from there.

Your team juggles dozens of disconnected tools daily. Each platform operates

Self directed investing

Hours lost to manual work

Members who want full control can research and trade fractional stocks and ETFs themselves.

Your team juggles dozens of disconnected tools daily. Each platform operates

01

Hands-free investing with diversified model portfolios

Members choose from professionally designed portfolios across core, theme and factor strategies. Every portfolio rebalances automatically.

02

Crypto-linked ETFs with guardrails built in

Members can add select crypto-linked ETFs through a guided experience, with a clear risk label on every product.

03

Personalized portfolios built through direct indexing

Members answer a short set of questions on goals, risk and preferences. Surmount builds a personalized portfolio through direct indexing and monitors it automatically.

Request Early Access

Request Early Access

Request Early Access

Security & Compliance

Built for credit union vendor due diligence

The security, registration and third-party risk answers your board and examiners will ask for, in one place.

AES-256 Encrypted

SEC-Registered Advisory

FINRA/SIPC Custody

Trade-Only Access

See investing inside your members' app

Request early access and we'll show you a working demo configured for your credit union.

Request Early Access

See investing inside your members' app

Request early access and we'll show you a working demo configured for your credit union.

Request Early Access

See investing inside your members' app

Request early access and we'll show you a working demo configured for your credit union.

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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