Investment management software for family offices
Your wealth spans custodians, entities and generations. Surmount consolidates the operational work of managing it, so your team spends its time on strategy and stewardship.
For Family Offices
Logan Weaver, CEO of Surmount AI Inc.
Manage every entity like it's the only one.
One consolidated view
Holdings across every custodian and entity, public and alternative, roll up automatically and stay current.
Fewer reconciliation errors
Automation removes the manual steps where mistakes slip in, so your records match each custodian's.
Scale without adding headcount
Add entities, accounts and complexity without hiring an operations team to keep up.
01
Modular portfolios for every branch of the family
Describe a strategy the way you'd explain it to an associate, like "if AAPL drops below $180, trim 20% and reinvest in cash," and Surmount turns it into a structured, reviewable workflow.
02
One consolidated view across every custodian
Holdings from every custodian, entity and asset class stay current in one view, ready whenever a family member asks.
03
Manage any account without transferring it
Surmount works on top of your existing brokerage and custodial accounts, so there's no asset transfer to get started and every holding stays visible in one place.
04
Plug into your existing infrastructure
Surmount connects to your custodians, reporting stack and governance tools through APIs, with white label branding available. You keep your identity and upgrade the engine underneath.
Security & Compliance
Built for family office 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
